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FEATURED 19 AUG 2022 | 10 MIN READ 

 

INDIAN ECONOMY IS READY FOR THE BIG LEAP IN NEXT DECADE. INVEST IN THE MARKET LEADERS IN THE BIGGEST EMERGING MARKET

India by 2030:

·    Second largest economy (GDP), ahead of US, behind China.
One billion plus internet users.

·    By 2030, in India One billion users will be connected to the internet. See the biggest Digitization drive ever.

·     77% or population under age 44.

·     80% of population is middle class.

·     By 2030, India's consumer spending power will be $5.7T. 

WHY IN INDIA?

 

India is a bright spot within global macro scenario: General Atlantic.

Indian economy projected to overtake US by 2040 in Purchasing Parity terms (PwC Reports).

Sweet Spot India - China to power Global Market.

 

 

 

By 2030, India's economy (in terms of PPP) will be greater than United States. 

Also seven out of the top ten countries are likely to be from the current emerging markets based on Purchasing Power Parity (PPP), exchange rates and nominal GDP. The report also forecasts that China is likely to overtake the rest of the countries to come out on top, while Indonesia will be amongst the top five. The US is predicted to be dislodged to the third spot. The top five countries are predicted to be China, India, US, Indonesia and Turkey. 

Next 10 years make-or-break decade for Indian economy.

Economists say the next 10 years could become the most important in India’s economic history, because if everything goes according to plan, India will be able to reap the fruits of its favorable demography over 2030s and 2040s before she loses that edge in the 2050s.

“The 2020s decade could be seen as the ‘Healing Decade’ 

wherein all efforts would be towards just one objective – 

to regain lost economic strength,” 

says Nikhil  Gupta and Yaswi Agarwal of Motilal Oswal Financial  Services.

India poised to become the Pharma manufacturing hub for the world.

India is the only large Economy in the world where Top couple of Players share more than 60% of Market share in almost every sector - From Baby Milk product to Liquor.

• The Covid-19 pandemic might have pushed several economies and businesses to the brink, but what stood  strong at such a crucial period was India's pharmaceutical industry. 

• At present, India is the largest provider of generic drugs globally. Indian pharma companies cater to over  half of the global demand for various  vaccines, along  with 40 per cent of generic drugs demand in the US. 

• A recent manufacturing survey by Ficci noted that pharmaceutical is among the sectors expected to register strong growth going forward.

Wealth @ INDIA So Far !!!

Wealth @ Pharma So Far !!!  Next 10 years will be bigger than last 20 years

• Rs. 10000 invested in Dr. Reddy's Labs in 1986 is worth today at mind-boggling Rs 10 crores.

• Rs.10,000 invested in Torrent Pharma in 2008 is worth today at Rs 2.19 lacs (approx.), that’s more than 21 times in 9 years.

• Rs 10,000 invested in Granules India in 2008 is worth today at Rs 2.97 lacs (almost 30 times in 9 years). Stock was at Rs 28.20 back in 2008 and there was split in face value from 10 to 1 in 2015. 

• Hold your breath for this one. Rs 10,000 invested in Ajanta Pharma in 2008 would be worth today at Rs 24.42 lacs. (More than 240 times in 9 years). 

India - Tiger Ready to Roar

Huge Demographic Advantage

•  People in 10-20 age group is more than entire population of Europe.

• Number of people in middle class increases by Australia population every year.

• By 2030, In India 70% of population under age of 40, makes India Youngest country.

•  By 2030, 1 Billion internet users – More than the combined Population of US, Canada Europe and Australia.

• India will be home to 17 of the 20 fastest-growing cities in the world between 2019 and 2035 among the world’s 780 major cities.
  

Indian Economy - Unknown Facts

• TCS is more valuable than Accenture.

• Hero Honda sell more motorcycles in a month then Harley does in a year.

• Suzuki Motor Corp which owns 50% of Indian Subsidiary has 21 B USD Market Cap while Maruti Suzuki which is the subsidiary of Global Giant has the Market cap of 26 B USD. 

• Benglaru has more office space leased than Shanghai, London, Paris and Newyork.
  

FIIs Presence So Far @ India

•  25% of the NIFTY 50 hold by FIIs.

• More than 70% of shares holds by FII's in India's Top 3 Banks - HDFC Bank, ICICI Bank and Axis bank.

• FIIs increasing India allocation every year.

• Reliance Industries Attracted 20B USD during Covid Period from the Global Giants like Facebook, Google etc.
  

Not just companies, countries invest in India for generating wealth for the future generation.

 

INVESTMENT APPROACH - VALUE INVESTING

 

• "Be a wise Value Investor, Not a Trader"

• Buy great business at great prices.

• Don't care if small or large cap stock, look for stocks with big growth triggers in short to medium term and invest in those whenever they trade cheap.

• Think illiquidity and volatility is our friends we make use of both to maximize gains for you.

• Quality of business and quality of promoters is most important for us. Be ready to lose an opportunity but not to invest our hard earned money on low quality businesses and promoters.

• Safety of the capital is of paramount importance.

• "Don't miss the great opportunity of wealth creation".

HAPPY INVESTING. 

Power your investments with:

Invest Next is a Financial advisory and Consulting firm affiliated with Motilal Oswal as sub-broker. 

Invest Next provides services and consulting to clients in the asset management, banking & capital markets, 

insurance and private equity, Insurance, tax and transaction services. 

Contact Us for Invest in India  : 80890 10333 | admin@inextsecurities.com

Open Demat account through Motilal Oswal follow the link : mosl.co/QSSzzQaGo9