저자: RayDalio·ElonMusk·TimCook등해외투자자/CEO인용 · 외국인
요약 보기
인도가 중국 이후의 차세대 투자처로 부상하고 있다는 내용의 영상. 레이 달리오는 인도가 급성장 준비가 되었고 중국 덩샤오핑 초기(1980년대 초)와 유사한 위치에 있다고 평가하며 모디 총리를 지지한다고 밝혔다. 일론 머스크는 2021년 관세 문제로 보류했던 인도 전기차 공장 건설을 2023년 모디 총리 면담 후 가능한 한 빨리 추진하겠다고 했고, 로이터는 연 24,000대 규모 공장을 논의 중이라고 보도했다. 팀 쿡은 인도에 강한 낙관을 표명했고 애플은 인도에 첫 두 개 매장을 열었다. 젊은 인구와 성장하는 중산층이 고가 기술 제품 수요를 높인다고 봤다. 골드만삭스는 인도 GDP가 2075년 미국을 넘어 세계 2위가 될 것이라 전망했다(2022년 3.4조 달러 → 2075년 52.5조 달러). 마크 모비우스는 인도 성장률 7.2%를 근거로 강세를 주장했고, 인도 Sensex·Nifty50 지수가 당시 사상 최고치를 기록했다고 언급됐다. 주요 리스크로 미중 갈등 속 인도의 위치 변화와 관세 등 정책 변수가 거론되었다. 영상은 장기 성장 관점이며 단기 가격 방향에 대한 구체적 예측은 없다.
다듬은 글
after China's rise as an economic Powerhouse over the past few decades some of the biggest names in business and investing are now pointing to another Asian Nation as the next big investment destination India billionaire investor Ray dalio has said the country is ready for rapid growth while Elon Musk has highlighted the prospect of Tesla building a factory there Apple CEO Tim Cook has also voiced his optimism toward India while Goldman Sachs predicts the South Asian economy to surpass the U.S in size by 2075.
factors seen favoring India's economy in the coming years include a large and relatively youthful population a vibrant stock market and the nation's strong tech industry according to experts India recently surpassed China as the world's most populous country the nation's Benchmark stock indexes sensex and nifty 50 hit record highs this month from billionaire entrepreneurs to Wall Street Banks all eyes are on India here's a closer look at their comments projections and plans Elon Musk musk has been eyeing India for over two years now back in 2021 the Tesla CEO said he was quite likely to build an electric vehicle Factory in the country but only if government officials lowered import fees for completed vehicles if Tesla is able to succeed with imported Vehicles then a factory in India is quite likely musket said on Twitter at the time added we want to do so but import Duties are the highest in the world by far of any large country fast forward to 2023 and musk is starting to see those Visions move closer to reality after meeting Indian Prime Minister Narendra Modi last month the billionaire entrepreneur said the EV maker would establish its presence in the country as soon as humanly possible Tesla is eyeing the South Asian Nation to build a factory producing a debut 24 000 car Reuters reported this week sources told the outlet that musk is set to meet Indian government representatives to discuss a new Tesla plant this month Ray dalio according to the billionaire investor India is primed to be the next big Global investing opportunity especially as tensions between Washington and Beijing worsen I am pleased to be able to help PM Modi as he is a man whose time has come when India's time has also come dalio said in a tweet he and India are in an analogous position to Deng Xiaoping in China in the early 1980s i at the brink of the fastest growth rates and biggest transformations in the world he added the challenge is both between and within China and the US are putting PM Modi in a unique position to influence the complexion of the world order via influencing the non-aligned world's dealings with these two leading world powers the Bridgewater Associates continued Mark Mobius legendary Emerging Markets investor Mark Moby has recently hailed India as the real future Mobius cited India's high growth rate GDP growth is expected to come in at seven two percent for the financial year that ended on March 31st for his bullishness a rule of thumb is that if the country has a seven percent growth rate then a reasonably good company should be able to double that he told Bloomberg Goldman Sachs the Wall Street Bank attracted much attention recently when it forecast India's economy to surpass the U.S by 2075 to become the world's second largest after China Goldman Sachs expects the South Asian nation's GDP to Surge to 52.5 trillion dollars by then from 3.4 trillion dollars at the end of 2022 that compares with forecasts of 57 trillion dollars and 51 dollars 5 trillion for China and the U.S respectively that's thanks to a booming Tech scene Rising Capital Investments and a growing population Apple India's economic potential has also lured interest from Big Tech Apple CEO Tim Cook has previously voiced confidence in the country once telling investors he's very very bullish and very very optimistic about India back in 2017.
his sanguiness toward India has seen Apple open its first two stores in the country earlier this year he's also noted that India's youthful demographic and growing middle class translates into higher appetite for advanced and expensive Tech foreign
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