India @ 100

Disclaimer: This is not financial advice. DYOR

Historically India has always been a country with significant strategic importance & incredible prospects.

Fun fact: In 1961 US president John F. Kennedy offered India Nuclear technology. It is a different issue that Mr. Nehru rejected the offer.

The question we propose today is; What are the Indian prospects?

Let’s dive in…

India is aspiring to be a developed country from its developing stage. To understand the implication, India could become the 2nd-3rd largest economy in the world. Appealing, but it is assumed. Let’s assess what India is doing to turn this into reality.

Any massive movement takes place because of a confluence of events. Can a confluence be determined?

Events & their Impact:

Event 1 – fastest-growing economies.

India is one of the fastest-growing economies.

Impact:

Massive growth potential.

Source: Statista

Event 2 – Demographic dividend

Demographic dividend: This states that the working population is more than the dependent population, i.e. India is a country of young people.

Impact:

Since India has a massive asset in the form of its youth, progress will be faster & more efficient. According to data from Natixis, India ranks 1st in the availability of labor for Basic Industries & 2nd in the availability of labor for Capital-Intensive Industries in Asia, i.e. India has both the talent & the manpower.

Source: Natixis

Event 3 – Proactive leadership

Impact:

Good leadership can make a huge difference & we can see the effects. Indian international relations have grown dramatically & FDIs are at an all-time high. India has entered the ambitious league.

Event 4 – The China problem

4.1) Recent events(COVID, debt trap, war, etc.) have made countries aware of their singular dependency on China. Especially in the field of manufacturing.

4.2) Decrease in the working age population.

4.3) Stressing US & China relations.

Impact:

4.1) China-plus-one Strategy: The world is looking for an option to reduce China’s dependency. India is in a sweet spot for this scenario. But there lies a challenge; The Indian infrastructure is weak. What are we doing about it? (Discussed in the next event).

4.2) Decrease in the labor force.

4.3) The US & China relations have been strenuous recently. To safeguard the US geopolitical interests in Asia & reduce the manufacturing dependency. India is the natural choice & ties between the countries have been strengthening.

Source: Natixis

Event 5 – Infrastructure & Technical breakthrough.

Impact:

5.1) National Infrastructure Pipeline(NIP): NIP is a 100 lakh crore project announced by the Government of India focused on developing the much-needed future infrastructure of India. Span (2020-2025). Want more details, follow this link.

5.2) GIFT city: This is a literal city building in Gujarat, destined to be a Global

Financial & IT hub (first Indian international finance center) with smart sustainable & green infrastructure. Check it out.

Eg. GIFT is home to the first Indian Bullion Exchange(IIBX). For context. There are only 2 similar exchanges in the world–China & Turkey.

5.3) The Digital push: We have all experienced the recent digitalization of India. The world is moving digital & that’s where India needs to be as well. Digitalization makes things easy, fast, efficient & more feasible. Not to mention a billion-dollar Telecommunication economy forming because of this. Link

5.4) Gati Shakti: The Gati Shakti scheme is designed to connect 16 ministries of India digitally. Improving the efficiency of communication & execution. It also involves ISRO leveraging technology like spatial planning tools. Link

5.5) India has the 3rd largest Start-up Ecosystem in the world. It has over 100 Unicorns collectively valued at $340bn

India’s solar energy growth (GW)

India’s wind energy growth (GW)

Source: MNRE, Ministry of Power

Source: Orios Venture Partners – India Tech Unicorn Report 2021

Analyzing the data we can say that India can see substantial growth opportunities in the future & the Confluence is there. If everything goes to plan India@100, i.e. India on its 100th year of Independence will be a sight to behold.

What is required to capitalize on this opportunity?

Research ⟶ Plan ⟶ Organize ⟶ Execute

How can you execute?

Inida@100 is a vision with extensive opportunities. Executing these opportunities needs substantial time, effort & research. How do you participate, & how do you position yourself?

GoChanakya can help you out. We have an array of Financial advisors dedicated to this job. They can help you plan & execute your finances, investments, etc. aligning you on the path to progress.