EQ Saturday Sapience #86
Equity Intelligence 28th September 2024
Normalising India-China relations is an economic need and Mr. Modi is right to seek peace, India’s $100 billion oil exploration opportunity, With manufacturers actively setting up plants across the country, there’s more demand for skilled talent and India is the next great cheese frontier of the world.
- China’s GDP is 4.7 times that of India and its defence budget is three times larger. India needs time to bridge this huge differential and be in a position to challenge China. A realistic timeline for this is 2047, when the Indian economy, going by the current 7 per cent growth, will be $21 trillion. In the interim, any form of conflict with China can lead to embarrassing military setbacks and a drain on the economy. Thus, the primary driver for India to seek peace is conflict prevention… Read more
- Currently, only 10% of India's 3.36 million sq km wide sedimentary basin is under exploration. Four largely unexplored sedimentary basins in India could hold up to 22 billion barrels of oil… Read more
- The US$155-billion Indian tech-manufacturing industry needs skilled talent and high productivity—something companies can’t find closer to their factories… Read more
- India Is the Next Great Cheese Frontier… Paneer is old news. A new generation of Indian cheesemakers is wowing global palates with their Gouda and Edam… Read more
- “Most of the people who have accumulated the greatest wealth in this business have done so not by predicting the future, but by buying companies at such attractive prices, thereby discounting the majority of the problems people fear.” —Arnold Van Den Berg
