Anirudha Dutta

In this insightful discussion, macro analyst Anirudha Dutta, who specializes in India's strategic positioning, tackles the challenges and opportunities shaping the nation. He covers India's approach to trade and regulation, emphasizing the role of institutional continuity in reforms. Dutta highlights how demographic trends and technological advancements could drive long-term growth while addressing risks to the country's demographic dividend. He also explores India’s potential as a secondary manufacturing hub amidst global supply chain shifts, and the impact of AI on the IT sector.

Anirudha Dutta, a seasoned economist from Mumbai, dives into India’s domestic opportunities rooted in demographic trends and digitization. He highlights how India's young population and growing middle class are driving consumption. Dutta discusses the vital role of public and private investments in infrastructure and breaks down the consumer market's urban-rural dynamics. He also reveals the impact of quick commerce and the importance of digital public infrastructure, such as Aadhaar and UPI, in advancing financial inclusion.