India at 2035:
- GDP: $4T to $10T
- Per capita: $2.5K to $6K
- Discretionary spending: $3K
- Stock Market capitalization: $10T
- Annual Infra creation: $250B to $600B
Which sectors to ride India story?
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India in coming 10-12 years-
- Size of economy - from $3.8 trillion to $10t
- Per capita income- from $2500 to $6000-7000
- Discretionary spending- from $500-600 to $3000
- Infra spending- from $200-250b to $650-700b
- Equity Investors- 5-6% to 15%.