India — The Next Global Superpower?

Apple’s (AAPL) market cap stands at just around $3 trillion. Based on that metric, it’s the biggest company in the world. So when this tech titan makes a move, it pays to pay attention. That’s why when I saw Apple mentioned in a Wall Street Journal headline a few weeks back, I stopped what I […] You're receiving this email as part of your subscription to Michael Robinson’s Trend Trader Daily [Unsubscribe](. [Trend Trader Daily] India — The Next Global Superpower? January 16, 2024 Apple’s (AAPL) market cap stands at just around $3 trillion. Based on that metric, it’s the biggest company in the world. So when this tech titan makes a move, it pays to pay attention. That’s why when I saw Apple mentioned in a Wall Street Journal headline a few weeks back, I stopped what I was doing to investigate. According to the Journal, Apple is shifting production of its popular iPhone away from China, and toward a nearby country. As it happens, this country’s ties with Apple are just the latest in a series of moves that makes me wonder: Is this nation the next great superpower? If so, we’d better look to invest in it fast, while our profit potential is the greatest... Flying Under the Radar Russia and China seem to dominate the headlines. And at first blush, it makes sense. The war between Russia and Ukraine is still raging. And relations between the U.S. and China are tense. Meanwhile, another country has been flying under the radar, but boasts the world’s largest population, a centuries-long democracy, and an increasing number of tech-related achievements. Which country am I referring to? The Next Global Superpower You might’ve guessed it already. It’s India! India is already one of the world’s leading economic nations. And it’s rising fast. Take a look: For example, according to United Nations projections, India will soon become the world’s most populous nation. And as you can see in the top right-hand corner of this chart, the value of goods exported from India has risen dramatically over the past few decades, reaching $120 billion in 2020. But it’s India’s focus on a fast-growing technology that could launch it into the next league of supernations... A Push for AI Supremacy You see, India has had a significant impact on the market for Artificial Intelligence (AI). For one thing, a number of the world’s biggest companies — Microsoft (MSFT), Alphabet (GOOGL), and Adobe (ADBE), all of whom are investing heavily in AI — are run by CEOs hailing from India. For another, as I mentioned briefly above, Apple is boosting its reliance on India, and could rely on the country to help move some AI-related projects forward. So, is it time to start investing in India? Let’s take a closer look... A Timely Opportunity According to Standard & Poor's, India will become the world's third-largest economy by 2030. And the International Monetary Fund pegs the value of India's economy by the end of this year at $3.7 trillion. It comes as no surprise that the U.S. and others are moving production of strategic technologies and products away from China and into more U.S.-friendly territories — including India. Additionally, India and China have been "frenemies" for centuries. India is technically a non-aligned nation, which has hurt it economically in the past for not having deeper ties with America and other allies. But it's starting to see the strategic and economic advantages of partnering with the U.S., if only to counter growing Chinese ambitions in the region. India Begins Its Transition Today, America is the second largest arms supplier to India. That's due to a big U.S. push to build an allied ring around China, at least militarily. India's also accelerating an ambitious space program with a new rocket. This rocket delivered three satellites into orbit last February and launched its own reusable space plane in April. Manufacturing is moving to India, too. And this is key for India's growth. Companies around the world, including Apple, are moving into India to transition from an over-reliance on China. And as investors, we want to make sure we're positioned to profit from this transition. Here's how... Our Profit Opportunity An investment exists that enables us to capture all the future success of India. It’s called the WisdomTree India Earnings ETF (NYSE: EPI). It's a fund that's been around since 2008, and it offers a broad play on the key companies that drive India's economy forward. Infosys (INFY), for example, is the second-largest IT company in India. That's in this fund. So is Reliance Industries (NSE: RELIANCE), a multinational conglomerate that has interests in everything from energy to textiles to retail. The fund also includes Tata Steel (NSE: TATASTEEL), part of the massive Tata Group. And Dr. Reddy's (RDY), a global pharmaceutical company, is in the fund, too. This fund is the best way to invest in India's ascension. And while it's achieved steady, reliable growth over the past decade, its future is bright, too. Cheers and Good Investing, [Michael Robinson] Michael Robinson Chief Investment Officer Trend Trader Daily   Copyright © Trend Trader Daily, All rights reserved. You signed up on []( Our mailing address is: Trend Trader Daily 1125 N. Charles Street Baltimore, Maryland 21201 [Update Subscription Preferences]( | [Unsubscribe from this list]( RISK NOTICE: All investing comes with risk. That includes the investments teased in this letter. You should never invest more than you can afford to lose. Please use this research for the purpose that it's intended — as research only. 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