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Feb 18
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LONG
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Bernard Mensah
President of International, Bank of America
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Bank of America's executive highlights India as the "world's third largest digital economy" with "great rails" (UPI) and a massive population ready for AI adoption. While the West focuses on building AI (Capex), India is positioned to be the massive "demand side" consumer of these tools, driving productivity and economic growth without the same labor-displacement fears seen in the West. LONG INDIA as a structural emerging market growth story. Regulatory changes or infrastructure bottlenecks slowing down digital adoption. |
Bloomberg Markets
US-Iran Talks 'Progress' & Lagarde Reported t...
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Feb 13
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LONG
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Swati Gupta
South Asia Government Reporter, Bloomberg
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A "large percentage of the fighter jets are getting manufactured in India," which requires "approvals for technology transfer" and government collaboration. This deal is not just an import expense but a capital investment in India's domestic economy. The requirement to manufacture locally ("Make in India") will drive industrial activity, upgrade local technology standards, and strengthen India's manufacturing sector. Long India/Emerging Markets as the economy benefits from increased foreign direct investment (FDI) and industrial technology transfers. Execution risk regarding the absorption of complex military technology and manufacturing quality control. |
Bloomberg Markets
India Greenlights 40 Billion Upgrade to Its A...
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