ETF Edge
India: the “perfect” emerging market 12/18/24
Dec 18, 2024
Kevin Carter, founder of EMQQ Global, specializes in India's booming internet market, while Todd Sohn from Strategas Securities analyzes ETF trends. They discuss India's impressive demographic advantages and rapid economic growth, driven by a robust digital infrastructure. The conversation highlights the explosive growth in India's internet and e-commerce sectors, contrasting it with China's market conditions. They also explore the potential of the ETF market in 2024, predicting significant growth and shifts in global investment dynamics.
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Quick takeaways
- India's demographic advantages and rapid GDP growth, driven by a youthful population and increasing consumption, position it as a leading emerging market.
- The development of digital public infrastructure, exemplified by the Aadhaar system, has revolutionized access to essential services and fostered economic growth in India.
Deep dives
India's Exceptional Growth Potential
India stands out as an emerging market due to its remarkable demographic advantages, including the world's largest population and a youthful demographic profile. With a dependency ratio that showcases a significant number of individuals under the age of 30, India is witnessing a rapidly growing GDP, currently at an impressive 7%, positioning it among the highest globally. This economic growth is largely driven by increased consumption and the rise of a smartphone-enabled consumer base, which is transforming how people access goods and services. The combination of these factors highlights that India is not just keeping pace with emerging markets, but is likely to lead in future growth.
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