The Incredible Future of India
The Big Story
Featuring Raoul Pal, Rahul Khanna, Dilip Cherian, Deepak Bagla, Harsh Gupta
Published on: March 12th, 2018 • Duration: 33 minutes • Asset Class: Equities • Topic: Emerging markets, Fiscal Policy, MacroIn this first part of a two-part series on India, Raoul Pal examines whether India has the potential to become the best macro investment of the next 20 years. The country has a young and dynamic population, and a government that wants to tap into this demographic dividend with an ambitious plan to grow its physical infrastructure and its digital footprint. Raoul takes a grand tour of the big themes that could drive the Indian economy powerfully forward.