
What India’s Digital Transformation Means for Markets, Investors and Economic Growth
Exchanges
00:00
Is China the Analogue?
Ten years ago, china's internet sector weight in the overall market was five %. It's risen up to about forty three% currently. And we think that's going to be the root of some tremendous agustof opportunities as we look out over the next five to ten years. We've just recently up gated a view on ozion, and that's partly for psyclical reasons. Coming out of coved, you get someposl momentum next year in bothth on terms of earnings. But importantly, there's also a digital story. Currently the internet sectoris about four per cent of the osion index. That's very soon going to go to 20 Per cent
Transcript
Play full episode