India is set to become the world’s third-largest economy and stock market by the end of this decade. As a consequence, the country is gaining power in the world economy, and these idiosyncratic changes imply a once-in-a-generation shift and an opportunity for investors and companies. We estimate this New India will drive a fifth of the global growth by 2031, led by a combination of offshoring, unique digital infrastructure, and energy transition.
Work from India: In the post-Covid environment, global chief executive officers appear more comfortable with both work from home and work from India. The number of global in-house
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