Can India Fulfill Its Potential?
https://www.project-syndicate.org/commentary/india-economic-rise-depends-on-opening-up-by-carl-bildt-2022-12
https://www.project-syndicate.org/commentary/india-economic-rise-depends-on-opening-up-by-carl-bildt-2022-12
One major market looks poised to beat all others next year
https://www.telegraph.co.uk/business/2022/12/08/one-major-market-looks-poised-beat-others-next-year/
https://www.telegraph.co.uk/business/2022/12/08/one-major-market-looks-poised-beat-others-next-year/
Can India Capitalize on China’s Manufacturing Woes?
https://www.wsj.com/articles/can-india-capitalize-on-chinas-manufacturing-woes-apple-modi-tariffs-subsidies-population-trade-pact-11670535359
https://www.wsj.com/articles/can-india-capitalize-on-chinas-manufacturing-woes-apple-modi-tariffs-subsidies-population-trade-pact-11670535359
‘Once-in-a-lifetime opportunity’: How a mass lockdown at the world’s biggest iPhone factory is India’s big chance to beat out China as Apple’s favorite supplier
https://fortune.com/2022/11/12/china-lockdowns-affecting-apple-business-move-to-india/
India’s coming decade of outperformance
https://www.ft.com/content/489cc92c-c950-47de-ad5f-586b9da33b70
Chetan Ahya – Chief Asia Economist at Morgan Stanley – notes:
Over the next decade, while the US and China will remain just as important to global investors, we think the ascendancy of India’s economy will mean it features more prominently on their radars.
The key lies in the size and scale of India’s opportunity set. We forecast that India will be the third-largest economy by 2027, with its GDP more than doubling from the current $3.4tn to $8.5tn over the next 10 years.
https://www.ft.com/content/489cc92c-c950-47de-ad5f-586b9da33b70
Chetan Ahya – Chief Asia Economist at Morgan Stanley – notes:
Over the next decade, while the US and China will remain just as important to global investors, we think the ascendancy of India’s economy will mean it features more prominently on their radars.
The key lies in the size and scale of India’s opportunity set. We forecast that India will be the third-largest economy by 2027, with its GDP more than doubling from the current $3.4tn to $8.5tn over the next 10 years.
Even as the world's most populous nation, India will muddle along
Why India Can’t Replace China
https://www.foreignaffairs.com/india/why-india-cant-replace-china
https://www.foreignaffairs.com/india/why-india-cant-replace-china