Ep 23. Will India Be 'The Breakout Nation' this Decade? Ft. Ruchir Sharma

In this episode of the Great Tech Game podcast, host Anirudh Suri engages in a comprehensive discussion with Ruchir Sharma, an author, fund manager and columnist for the Financial Times. Ruchir shares insights from his extensive career, spanning over 25 years at Morgan Stanley and his thought leadership in macroeconomics, geopolitics, and technology. Key topics include the shifting dynamics in global economies, particularly in emerging markets like India and Mexico, the impact of technological adoption on national success, and the evolving challenges and criticisms of modern capitalism. Ruchir also highlights the necessity for India to enhance its infrastructure, govern better, and embrace technology while balancing the role of government intervention.00:00 Key Highlights02:15 Introduction to the Episode 05:06 Ruchir Sharma's Journey and Early Influences09:48 Emerging Markets and Investment Insights24:19 Discussion on Capitalism and Successful Nations34:36 Geopolitical Shifts and Emerging Markets35:55 Revisiting Capitalism: A Historical Perspective39:16 The Future of US Economic Growth42:31 Emerging Markets in a Slowing Global Economy47:01 India's Economic Potential and Investment Opportunities53:46 Policy Recommendations for India's Growth01:01:46 Final Thoughts and RecommendationsBook Links:Anirudh Suri:The Great Tech Game by Anirudh Suri - https://amzn.eu/d/1Su38My Ruchir SharmaBreakout Nations - https://ruchirsharma.com/books/breakout-nations/The Rise and Fall of Nations - https://ruchirsharma.com/books/the-rise-and-fall-of-nations/Democracy on the Road - https://ruchirsharma.com/books/democracy-on-the-road/The Ten Rules of Successful Nations - https://ruchirsharma.com/books/the-10-rules-of-successful-nations/What went wrong with Capitalism - https://ruchirsharma.com/books/what-went-wrong-with-capitalism/Follow Anirudh here:X (formerly Twitter): https://x.com/anirudhsuriLinkedin: https://www.linkedin.com/in/anirudhsuri/Instagram: https://www.instagram.com/anirudh_suriFacebook: https://www.facebook.com/AnirudhSuri.inWebsite: [www.anirudhsuri.com](http://www.anirudhsuri.com/) Book and Podcast: [www.greattechgame.com](http://www.greattechgame.com/) India growth, geopolitical risks, tech boom, emerging markets, Ruchi Sharma, Rockefeller International, Morgan Stanley, Indian democracy, China economic outlook, US debt, investor insights, global supply chains, Taiwan tech industry, Switzerland economic model, rise and fall of nations, debt management, AI boom, financial markets, India stock market, macroeconomic trends, public infrastructure, privatization in India, Vietnam economy, US growth forecast, competitive federalism, economic policy, tech investments, public platforms, creative destruction, Michael Pettis, Ruchir Sharma