Sign up for kodicms's free daily newsletter, The 5 Minute WrapUp and get access to our latest Multibagger guide (2018 Edition) on picking money-making stocks.

This is an entirely free service. No payments are to be made.
Two Extreme Views on India - Private Briefing - kodicms
Private Briefing
  • MyStocks

Two Extreme Views on India
Nov 25, 2017

Is India on the verge of a takeoff?

Or is India about to collapse into chaos?

Broadly, this is how the arguments flow...

The Bull Case

I believe there is one big reason why everyone is attracted to India.

It's people. Ahem...it's number of people.

Even more specifically, India's fast growing young population that stands to reap a rich demographic dividend.

Basically, jargon for a situation where the working population of a country is growing fast, thus triggering a growth in incomes. As a result, a virtuous circle kicks in...more jobs lead to more income which leads to more consumption, which in turn leads to more jobs (as production in the economy increases).

This is of course a very simple explanation. But you get the picture.

Now, the demographic dividend kicked in a long time ago, and yet the economy did not really takeoff.

We know that.

But this is where the new bull case kicks in...and, it must be said, it revolves a lot around what Prime Minister Modi is doing.

I believe there are broadly three pillars of this argument...

First, the Jandhan - Aadhar - Mobile (JAM) revolution, much of which kicked in well before 2014. This has huge implications for India including, bringing the poor into the system, improving the delivery of government and other services and basically offering a framework for conceptualizing and delivering new products and services which were hitherto impossible to even conceive.

To Read the Full Story, Subscribe or Sign In

Last Stoks

inr against all currencies share price of suzlon energy ltd stock market prediction for tomorrow current us dollar to indian rupee listed company in india canada currency in indian rupees nifty options moneycontrol sensex live streamer icici finance ltd nse stock quote exchange rate table for indian rupees convert dinar into indian rupees nse live market quotes dollar compared to rupees icici share price chart kuwait india money value bse live stream 1 dollar in indian rupees today worldwide currency symbols sensex market live list of companies listed in nse sector wise inr vs rupee infosys limited india usa vs indian rupee stock suzlon energy daily stock market commentary indian stock market fundamental analysis bse india hindi listed companies in bse icici bank stock analysis bsc share price www equitymaster com stock quotes icci bank login indonesia money convert to indian rupee