India Could Dominate the World or “Collapse in on Itself”

Watch my latest interview. [Read Online]( [Global Macro Update] [Global Macro Update] India Could Dominate the World or "Collapse in on Itself" By Ed D'Agostino | March 8, 2024 [Ed D'Agostino] On paper, India looks amazing. I walked you through some of the reasons why on Tuesday—1.4 billion people with 40% of them under the age of 25, the world’s fastest-growing economy, rapid digitization, and arms wide open to foreign investment. In this week’s Global Macro Update interview, I discuss opportunities in India with Cognitive Investments partner Jacob Shapiro. Most of you know Jacob from our previous discussions or from the Strategic Investment Conference. In this interview, we cover the sectors of the Indian market we both like, including e-commerce. He shares predictions about India’s changing position in the multipolar world (which is one of our core investment themes). [Share]( I’ve written before that India will be one of the few countries that can do business with both the East and West. Jacob says India’s success might force it to pick sides… or turn it into a global powerhouse in its own right. We also discuss why Turkey and Brazil could be better middlemen, opportunities in Japan and Argentina, and of course, Ukraine and the Middle East. You can watch my interview with Jacob by clicking the image above. A full transcript of our conversation is available [here](. [Share]( Best regards, [Ed D'Agostino] [Ed D'Agostino] Ed D'Agostino Publisher & COO Mauldin Economics Are you on [LinkedIn](? Please take a moment to [follow me here](. You’ll get additional commentary on the themes I’m tracking, opportunities I like, and investing landmines I’m avoiding. It also helps us attract new readers. Thanks in advance—I appreciate your support. Suggested Reading... [The Good News/Bad News Economy](  [Should we fear Russia's space weapons?]( Don't let friends miss this timely insight— share it with your network now. Share Your Thoughts on This Article [Post a Comment]( Keep up with Mauldin Economics on the go. Download the App [Get it on Google Play]( [Download on the App Store]( [ Did someone forward this letter to you? [Click here to get]( Global Macro Update in your inbox every Friday. [Read important disclosures here.]( YOUR USE OF THESE MATERIALS IS SUBJECT TO THE TERMS OF THESE DISCLOSURES. --------------------------------------------------------------- This email was sent as part of your subscription to Global Macro Update. [To update your email preferences click here.]( Mauldin Economics | 1417 Sadler Road, PMB 415 | Fernandina Beach, FL 32034 Copyright © 2024 Mauldin Economics. All Rights Reserved.