India Overtakes China as World’s Top Spot for Foreign Investment
India is the future of emerging markets
India is the future of emerging markets
Modestly bearish
The future of emerging markets
Focus on India not China
Indian markets outperformed US markets in 2022
And still growing
“I believe we are seeing a sea change”
Where US tech is actually made…
Not because of Ukraine, though it won’t help
“The strange thing is you see China going down since February about… 32%, whereas India is up something like 17%-18%.”