蘇尼爾Singhania

2023年7月17日

(唐森Niraj沙Sunil Singhania Saurabh篡改裏沙與可支配收入人口增長,所謂中國經濟自殺,指數數字化和快速金融化的儲蓄將塑造未來的印度。唯一的風險是政策扼殺了緩解做生意的。這是印度的三個高級投資經理的觀點在前方的道路小組討論在開幕式BQ '的印度孟買7月13日峰會的機會。越來越多的…人口增長的可支配收入,所謂中國經濟自殺,指數數字化和快速金融化的儲蓄將塑造未來的印度。唯一的風險是政策扼殺了緩解做生意的。這是印度的三個高級投資經理的觀點在前方的道路小組討論在開幕式BQ '的印度孟買7月13日峰會的機會。不斷增長的人口,可以超越“烤肉,Kapda和Makaan”(food-clothes-housing)是印度的巨大的機會,說Abakkus Asset Manager LLP Sunil Singhania創始人。“在接下來的十年裏這35 - 40%近65%,也會有一些人口增長,”他說。“從大約45盧比的印第安人可以超越“roti-kapda-makaan”,這個數字將超過100盧比。”This will impact consumption, infrastructure investments and in turn translate to growth in the Indian economy, according to him. China's 'Economic Suicide' Is India's Gain Three key factors have accelerated India's growth pace, according Saurabh Mukherjea, founder, Marcellus Investment Manager Pvt. "India will witness a storm of change in the next decade. Financialisation happened in the space of three to four years with GST and demonetisation," he said. Digitisation finance via UPI is showing exponential growth and financialisation will happen at a non-linear rate, he said. India will see $1-2 trillion of domestic investment inflows in the next decade." And China’s "economic suicide" will trigger "exponential growth" for India’s key industries, Mukherjea said, referring to global supplying chain diversifying from the 'factory to the world'. "Chinas’ economic suicide doesn’t have any precedence…If we go to Chennai, Bangalore, we can see the rate at which that is transforming India," Mukherjea said. That, he said, will trigger "exponential growth" for Indian pharmaceutical, electronics, defence, medical device manufacturing industries. Indian Economy Could Be 50 Times Bigger If... The opportunity for India is unlimited, provided the country does not make missteps, said Nilesh Shah, managing director, Kotak Mahindra Asset Management Co. “In a rising tide, every boat will get lifted. All you have to ensure is that you are not sitting in a boat which has a hole in it, otherwise that will sink," he said during the same discussion. India's economy could be 50 times bigger if "all of us get the same environment as in the U.S." he said. The Silicon Valley and the U.S. score over India in encouraging entrepreneurship and ease of doing business, he said. "As long as we don’t score self-goals and continue to encourage entrepreneurship, rising tide will lift. Whether it grows 5 times or 50 times it will all depend upon us." ALSO READ