For businesses and investors with a global perspective, the immense size of India’s economy, combined with its impressive rate of economic growth, makes it critical to understand. Investment analyst Connor Graham discusses his recent trip to the country where he met with numerous companies across different sectors.
Key takeaways
- With almost half of India’s population under the age of 25, the scale of consumers entering the market is hard for businesses to ignore.
- The turnaround time of Indian ports averages less than one day, which is significantly faster than many ports in the US and Australia.
- India’s IT services sector sees generative AI as an opportunity to increase functionality, not a threat that will replace software engineers.
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India Rising: Long in the shadow of neighbouring China, India is projected to be the world’s fastest growing economy this year and next. Investment manager Alan Lander and investment analyst Connor Graham recently spent two weeks in the country, speaking to management teams and taking the pulse of Asia’s “other superpower”.
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