May

30

 Any reflections on India? Reports about the new prime minister sound very promising. With a vibrant culture, India in my view could be in the spotlight at least in the coming 10 years, more so than China. Thoughts please?

Peter Tep writes:

I recently read a post by Martin Armstrong where he speaks about the difficulties facing India in the past. His main point was on language and that as more and more of the country learn and become proficient at English this will provide the platform for the next 'boom' - for lack of a better word.

Seems to make sense for opening up the skillset in the economy. Let's just say I wouldn't want to take on a young Indian in maths, programming or CFA calculations!

I did see that Modi's intention was to expand power access to the 700m+ population by focusing on solar. Purely from a headline perspective I'd be looking at which companies are set to benefit the most from that or whoever is closest to Modi and his administration.


Comments

Name

Email

Website

Speak your mind

2 Comments so far

  1. Andre Wallin on May 30, 2014 1:32 pm

    test any indicator and forget all software
    Created WilliamsR in R language
    a

  2. Rob Liu on May 30, 2014 6:27 pm

    just travel around india for a few month and you will find out these people are not serious.

Archives

Resources & Links

Search