Udith Sikand – Think Piece

Featuring Udith Sikand

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.

Published on
30 March, 2015
Emerging markets, Technology, Politics
17 minutes
Asset class
Commodities, Currencies


  • WM

    Will M.

    8 4 2015 01:14

    1       0

    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 4 2015 06:33

    0       0

    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 4 2015 06:30

    0       0

    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 4 2015 01:01

    0       0

    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 3 2015 16:12

    6       1

    Nothing particularly special about this interview

  • sp

    shashwat p.

    31 3 2015 02:03

    1       0

    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 3 2015 01:54

    11       0

    If the growth story in India is just about "reforms", then as an Indian I know that we are fu%^&*!

  • GC

    Gary C.

    30 3 2015 18:22

    5       0

    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