Udith Sikand – Think Piece

Published on
March 30th, 2015
17 minutes

Udith Sikand – Think Piece

Think Piece ·
Featuring Udith Sikand

Published on: March 30th, 2015 • Duration: 17 minutes

Udith Sikand, Analyst at Gavekal Dragonomics, takes us on a journey to India in this week's Think Piece, exploring the gale forces on today's emerging markets, a two-pronged approach to India's economic evolution, and a crib sheet for the Indian political right.


  • WM
    Will M.
    8 April 2015 @ 01:14
    Difficult to see India not experiencing civil strife in next downturn due to upsurge in nationalism and always present religious chaos. Lots of very smart people who are part of a very small minority.
  • KS
    Kashyap S.
    5 April 2015 @ 06:33
    The India growth story is one of IT services piggybacking on the tremendous growth of Wall Street. Whither Wall St., whither India. All this talk on reforms, subsidies, etc. is completely meaningless.
  • KS
    Kashyap S.
    5 April 2015 @ 06:30
    Seeing this interview, I can imagine how the educated USSR citizen felt when The Party touted their potato production and other such statistical garbage as a triumph of socialist central planning.
  • RB
    Roy B.
    3 April 2015 @ 01:01
    Key point: not all emer mkts are created equal. Ergo one needs a basket that includes the movers and excludes the losers.
  • AA
    ALI A.
    31 March 2015 @ 16:12
    Nothing particularly special about this interview
  • sp
    shashwat p.
    31 March 2015 @ 02:03
    I am sure that India will do fine in the long run. The investors who have been lulled to sleep by cheap and abundant "capital" on the other hand, will be slaughtered.
  • sp
    shashwat p.
    31 March 2015 @ 01:54
    If the growth story in India is just about "reforms", then as an Indian I know that we are fu%^&*!
  • GC
    Gary C.
    30 March 2015 @ 18:22
    Am excited about investing in India: however funding its infrastructure needs with population's savings seems to be unlikely. Hard to imagine citizens forgoing gold for a penurious Rajan Rupee regimen