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India looks amazing on paper: 1.4 billion people, the world’s fastest-growing economy, rapid digitization, and arms wide open to foreign investment.
In this episode of Global Macro Update with Cognitive Investments partner Jacob Shapiro, you’ll hear about the hottest growth sector in India. Jacob gives it a “9 or a 10.”
We also cover Jacob’s predictions about India’s changing position in the multipolar world, which is one of my core investment themes.
I’ve written many times that India will be one of the few countries that can do business with both the East and West. Jacob says India’s success might force it to pick sides… or turn it into a global powerhouse in its own right.
You’ll find a link to the Gavekal Research founder Charles Gave interview I discuss with Jacob below.
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Time stamps:
00:00 - Introduction
02:27 - India’s place in the multipolar world
07:56 - Why energy is India’s problem spot
11:19 - India buying oil from Russia in rupees
15:22 - Investing in India’s digital economy
20:18 - Elevated prices for Indian equities
23:19 - Frustration with Japan
28:57 - How the current global conflicts could pla