Talking Research - Walter Scott
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Talking Research - Walter Scott
India's enticing domestic growth story
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.
- 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.
Resources:
India Rising (article and film)
The podcast is intended for investment professionals only and should not be construed as investment advice or a recommendation. Any stock examples discussed are given in the context of the theme being explored, and the views expressed are those of the presenters at the time of the recording.
