“India, our first pick…” Mark Mobius, ‘Indiana Jones of emerging market investing’

요약 보기

모비우스는 인도 전시장의 규모와 접근성, 인구 대국으로서의 지위를 높이 평가하고, 모디 정부의 디지털화 정책이 경제 변화를 이끈다고 주장한다. 인도의 약 7% 성장률은 주요국 중 최고이며 둔화되지 않고 있다고 본다. 글로벌 펀드의 1순위 투자처로 인도를 꼽고, 대만을 차순위로 언급한다. 인도는 소프트웨어 강국에서 반도체 하드웨어 제조로 확장 중이며, 수십억 달러 규모 투자가 이뤄질 것이라 본다. 모디 정부 3기의 개혁과 자유기업 시스템이 성장을 뒷받침한다고 평가한다. 故 라탄 타타를 세기의 위대한 인도 기업가로 추모했다.

다듬은 글

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01. prime minister modi's policy to uh digitize the economy and to bring in technology that reaches to everybody in the country that's a big change if I ask you about top two stock market where would you advise to the global fund houses to invest of course uh India would have to come first and India of course has the brain power well first of all the most impressive thing is that the side is incredible uh I've been to many exhibitions around the world and this is probably the biggest place I've been in one spot you can have the largest exhibitions in the world whereas in many other places I've been you they've had to split it up into at least two or maybe three different venues which makes it quite inconvenient for the people attending the second thing is the convenience in fact you've got a Subway that goes right into the Exhibition Center you you got a highway nearby you've got the airport here so you've got uh incredible accessibility and convenience for the people who are exhibiting and for the people who are attending and the third thing is that you're now in the world's most populous country and you're in the capital of that country which is very significant because uh the different states of the the Indian Republic uh are station here they have Representatives here so it's very very convenient for them as well to bring their state exhibitions to this Center so I would say it's a excellent venue so you are in India at a time when India is the largest fastest growing economy what changes you see this time in India uh because the change is constant there's continuous change and the main reason for that is because of Mod's uh prime minister modi's policy to uh digitize the economy and to bring in technology that reaches to everybody in the country that's a big change and of course the change is taking place before our very eyes every time I come to India there's no new things happening new changes sir how do you see the India's growth potential particularly in the context of the country's rapid rapid expansion and infrastructure development well uh the uh 7% growth is the highest in the world for any major country number one and that growth is not diminishing it continues so that's a very significant U uh development that is going to be very good for India and so you you heard our prime minister day before yesterday yesterday he shared your love for India and if I ask you about top two stock market where would you advise to the global fund houses to invest of course uh India would have to come first uh then I would probably look at Taiwan which is of course it's a Chinese Society but it's a free society and uh they're doing very very well of course now we're beginning to see China come up and there'll be some companies in China that be interested but still India would be our first pick and Sir uh which sector if you you want to invest in India which sector you will prefer to invest uh technology uh in the future I believe there's going to be a big growth in uh Hardware technology as you know India is already very big in software technology but now in the future there will be more Hardware manufacturing here in India and Indi also are focusing on semiconductor so how do you see this semiconductor industry taking place in India well it's already taking place because you must remember that many of the large semi duct companies in the world already have software development taking place in India they have thousands of software Engineers working for them the next step of course will be the hardware where uh you will see large semiconductor manufacturing plants um and of course the kind of investment you're talking is not Millions but billions of dollars that would be invested to produce the most sophisticated semiconductors in the world uh uh Modi government is in in its third term and done several reforms in last 10 years in your opinion what went well that India has become the fifth largest economy and soon going to be the third largest e yes because of his policies the policies that uh were very conducive to growth at the end of the day you've got to have a free enterprise system uh to create growth and growth is based on creativity and India of course has the brain power uh to be able to produce that growth and produce the creativity that's necessary for growth and Sir what would you like to say about ran Tata we lost rata recently well I I met him many years ago and I found him to be a very friendly humble and uh insightful person so uh I was very sad to hear his passing and I feel that he's I would consider him one of the Great Indian entrepreneurs of this Century thank you thank you thank you e