EQ Saturday Sapience #50

Equity Intelligence 20th January 2024

The recent focus on global economic trends highlights India's remarkable resilience and growth, with the economy expanding at a rate of 7.3% despite consecutive economic shocks. At the Davos summit, India, now the world's most populous nation, actively sought to attract international investors, signaling its rising global economic significance. However, comparisons with China suggest a distinct and potentially more complex path for India's economic development. Amidst these discussions, global financial expert Ray Dalio points to 2024 as a pivotal year, driven by interrelated factors including the functionality of economic systems, internal and global political dynamics, environmental forces, and technological innovations. This period is marked by a significant geopolitical shift, particularly with the diminishing influence of American leadership, indicating a transformative phase in the global order.

  • Resilient India… The Indian economy has honed the mantra of resilience to thrive in the chaos of back-to-back economic shocks and bounce forward to grow at 7.3%... Read more
  • India goes big at Davos as world’s most populous country tries to woo investors… Read more
  • Why India isn’t the New China… The country’s population surpassed China’s last year. But India’s path forward is likely to look very different from its neighbor’s. There are plenty of reasons for optimism. But India’s path forward is likely to look very different—and more challenging—than China’s… Read more
  • A World Without Order… A profound geopolitical reconfiguration, especially as the erosion in America’s leadership role accelerates, is in the making… Read more
  • Ray Dalio writes about 2024… A Pivotal Year on the Brink… believe that there are five big, interrelated influences that are driving the changing world order and that they tend to evolve in big cycles. They are: 1) how well the debt/money/economic system works, 2) how well the internal order (system) works within countries to influence how well people within them work together, 3) how well the world order (system) works to influence how well countries work with one another, 4) the force of nature, and 5) how well humankind invents new and better approaches and technologies… Read more