Global investors seem to be forming a consensus: India is the next big thing in emerging markets - and it still has room to grow.
Great post.
Any resources on India's competitive factors like infrastructure, complexity of its supply chains, education of its population?
Thank you for your note. This piece by Capital Group lays out a comprehensive case for the India investment story and touches on your questions - https://www.capitalgroup.com/institutional/insights/articles/will-india-breakout-emerging-market.html
Great post.
Any resources on India's competitive factors like infrastructure, complexity of its supply chains, education of its population?
Thank you for your note. This piece by Capital Group lays out a comprehensive case for the India investment story and touches on your questions - https://www.capitalgroup.com/institutional/insights/articles/will-india-breakout-emerging-market.html