| India looks amazing on paper: 1.4 billion people, the world’s fastest-growing economy, rapid digitization, and arms wide open to foreign investment. In this episode of Global Macro Update with Cognitive Investments partner Jacob Shapiro, you’ll hear about the hottest growth sector in India. Jacob gives it a “9 or a 10.” We also cover Jacob’s predictions about India’s changing position in the multipolar world, which is one of my core investment themes. I’ve written many times 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. You’ll find a link to the Gavekal Research founder Charles Gave interview I discuss with Jacob below. Go here to learn more about Jacob Shapiro here: https://www.cognitive.investments/Jacob-Shapiro Go here to watch the interview with Charles Gave: _5yo Go here to subscribe to Global Macro Update : https://www.mauldineconomics.com/go/JM528Y/YTB Follow Ed D’Agostino on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/ Download the Mauldin Economics App here: https://community.mauldineconomics.com/download-app Time stamps: 00:00 – Introduction 02:27 – India’s place in the multipolar world 07:56 – Why energy is India’s problem spot 11:19 – India buying oil from Russia in rupees 15:22 – Investing in India’s digital economy 20:18 – Elevated prices for Indian equities 23:19 – Frustration with Japan 28:57 – How the current global conflicts could pla |
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