저자: JimRogers · 외국인
요약 보기
인도 정부가 부를 창출하는 성공을 존중하는 방향으로 사고방식을 바꾸고 있어 인도에 매우 긍정적이라고 평가. 중국+1 공급망 재편과 트럼프 행정부 하 쿼드 확대 수혜 가능성, 기술·인재 기반의 인도 성장 기대. 관료제 개혁과 통화·증시 전반의 변화가 필요하다고 언급. 루피 매수 여부에 대해서는 직접적 답변을 피하고, 인도 주식에 대한 낙관은 표명하나 루피는 보유하지 않는다고 밝힘.
다듬은 글
viewers before I come to the topwise let me tell you that the China plus one Trend in Global Supply chains will get a major Philip under President Trump in fact he could even push the quad to be more than just about soft bar and disaster management it could be about creating alternate Supply chains a move that will benefit Indian industry the budget should work on land labor and capital for Big Ticket manufacturing to take off plus promoting make in India in tandem with artificial intelligence and Technology will create a thriving Innovation ecosystem that will Propel manufacturing forward and that's exactly what we're going to put uh forth to my guest joining me on this broadcast the first top voice on the show which is Jim Rogers uh he's a Global Financial investor joining me from Singapore Mr Rogers good to have you on the show and thank you for speaking to NDTV I am delighted to be here I am a fan of India even more so now than I was before and let me then start by asking you what uh is the reason that you are so optimistic on India and what do you think could be the single biggest Catalyst for growth in India going forward Well India has an astonishing population of smart educated people but now it seems to me that the government that Delhi seems to understand that it's good for people to be successful for many decades Deli said yes we want you to be successful but they didn't really mean it now I think that Deli understands success is good prosperity is good and it's okay if people get rich it's very exciting the change in India is very exciting and and uh the change that is coming in in terms of mindsets uh how do you see that translating in terms of reforms what would be your top two or three reforms that you would want the government to uh bring about Well India for centuries for certainly decades has had a lot of smart educated hardworking people but the de in my view the government never really wanted people to be too successful they didn't like for people to be rich I think that now Deli understands people have to be successful it's good for the country and it's good for people to get rich because if they get rich they're more successful and India is better off this is a very exciting change I've been investing for in in India for decades I never saw this real change in in New Delhi before they said it but they didn't mean it now I think they mean it indeed there is a positive change as far as mindsets are concerned wealth creators are being uh respected almost celebrated but then let me ask you this that in your assessment uh how do you think India should tap into a its large skilled Workforce and B how it should bring in technology for the next wave of growth well technology India has been and will be even more in the future a major leader in the technology because you have a lot of people in India who understand who know how technology Works in fact India often is the one who leads in the technology so it's all coming together Miss it's very exciting for me as an outside investor as an international investor it's very exciting to see the change that I think is happening in the mindset in India what about what about the restrictive Trade Practices that one is seeing and one is in fact anticipating policy makers are anticipating economic survey mentioned that as well in terms of growing protectionist Trends how do you see that impacting India do not worry it will take time India has over a billion people and a lot of the people in Delhi you know still have the old way of thinking but I think I see the change taking place in the mindset that the people in delhi now understand and they know things have to be different in my view it's very exciting and it seems to be real for the first time in my life Delhi seems to be real and the mindset seems to be really changing final question Mr Rogers before I let you go I have to ask you your outlook on Indian Commodities as well as the Indian rupee as well as Indian what Indian rupee the currency oh my gosh you want a Hot Chip I do too I want to know whether to buy the rupee I am more optimistic about shares in India now I do not own the rupee but obviously if and when I buy shares I will be buying the rupee as well and it all has to come together Delhi I think Deli understands the whole mindset has to change but everything has to change the currency the stock market everything it will be very exciting and the bureaucracy you know Bure India has had one of the biggest bureaucracies in the world if that changes too oh my India will be wildly exciting so change the bureaucracy too indeed government efficiency is being spoken about around the world and I'm glad you mentioned that as well Mr Roger always a pleasure for you to give your uh views on the Indian economy and I wish I had a hot tip that would have also made made me a billionaire if not at least a millionaire thanks so much for joining me today it's very exciting I hope to see you in Delhi bye-bye
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