Investec Investec Focus Radio SA

NOW ep68: India - the next global superpower

Loading player...
India’s rapid economic growth has the attention of the world. It has overtaken China as the world's most populous country, and it's tipped to move from the fifth to the third largest economy in the next few years. The growth is being driven domestically by the country's burgeoning and youthful population, massive infrastructure programs, significant investments in clean energy, and a growing stock market. In this episode of No Ordinary Wednesday, Ali Nortier, Joint Head of National Wealth Management for Investec Wealth & Investment, along with Neo Mahlangu, Regional Head of Investec Private Bank discuss India's growth story, its trajectory, its future prospects, and explore opportunities for investors.

00:00 - Introduction
01:10 – What is driving India’s rapid economic growth?
02:26 – Is India’s economic growth sustainable?
04:05 – What makes India’s economy resilient?
05:28 – How will India’s majority young population contribute to its economic growth?
06:16 – Where do investment opportunities lie in India?
08:30 – What challenges could impede India’s growth aspirations?
11:25 – What are the key sectors to look out for in India?
13:36 – India’s business growth
14:51 – What are the key considerations for investing in India?
17:17 – Lessons from India?
19:50 – Impressions of India?

Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.

Read more on www.investec.com/now
5 Mar 2024 English South Africa Business · Investing

Other recent episodes

Macro Monday Ep112: Markets aren’t pricing in ‘stagflation’

Ordinarily, you’d expect an oil shock to lead to not only higher inflation, but also weaker equities and a lower growth outlook. However, markets aren’t pricing in a stagflationary outcome. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, examines this apparent anomaly.
20 Apr 9 min

NOW Ep125: Capital meets reform | Is South Africa investable again?

South Africa’s reform momentum is becoming more visible but so are the constraints that could stall it. In the latest episode of No Ordinary Wednesday, Jeremy Maggs is joined by Rudi Dicks, Head of the Project Management Office in the Presidency; Martin Meyer, Head of Energy and Infrastructure Finance at…
15 Apr 30 min

Macro Monday Ep111: Global growth and inflation outlooks deteriorate

Standing in for Chris Holdsworth, Osagyefo Mazwai discusses the latest on the conflict in Iran, and against this backdrop, signs of deterioration in both growth and inflation in the world’s major economies. While markets are not yet pricing in rate hikes in the US, they are in the Eurozone.
13 Apr 7 min

What Next? Bridging the trust gap

In this episode of What Next?, Professor Mike Kenny (Cambridge) and Jacinta Koolmatrie examine the breakdown of trust between communities and institutions. They discuss how centralised governance and economic shifts have driven local grievances, and argue that rebuilding trust requires sharing power, working at community pace, and supporting locally led…
2 Apr 52 min
All episodes