The coming decade will belong to EMs, especially, Indian markets! You just cannot afford to sit out, underestimate, or exit too cheap. India is at tipping point where China was back in 2002. Do not miss the lifetime opportunity to make wealth!
Find out companies that will benefit from $ down cycle..The decade will belong to them.
The purchasing power of INR will shoot up! Companies that are leaking money due to high $ rates will suddenly get a shot in arm and will witness unprecedented growth.
No, Tech companies won't be at disadvantage. Just the contract values would be revised. So no disadvantage to IT companies at all.
Once beyond a tipping point, country consumes a lot more oil, protein, and farming income grows exponentially.
Air traffic grows, per 1000 vehicle sales grows, insurance penetration grows, consumer staple consumption shoots out of the roof.
One key point for this is "Digital" Economy. This where FinTech will come in. Digital will consolidate and give rise to super apps are early sign of this wave.
RIL wanting to consolidate payments, lending, banking, retail, logistic, shipping, inventory and fulfillment into one super app is part of this wave! Integration with WA will lead this head on. There will be attempts made by everyone to launch supper app. Few will survive
When INR purchasing power shoots up, we remain afloat easily and that helps many small companies to rise from small caps to inch closer to big bluchips. Keep focus razor sharp
We will get into low interest regime and loan volumes will in turn trigger many sectors - RE/Housing/Tiles/Paints to name a few.
Listen to this podcast on India-China Correlations to understand this better finstor.in/podcast-india-…
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