Around the World
View major medium-term trends impacting investor decisions on asset allocations
India’s Transformation: Key Takeaways
GLOBAL EQUITY
- Favorable demographics, low debt, and rising incomes support long-term consumption growth.
- Sectors such as financial services, technology, and clean energy are emerging as key beneficiaries of this policy-driven momentum.
India’s economic transformation continues to accelerate, with remarkable progress in both physical and digital infrastructure. These developments are reshaping how consumers live, work, and shop, and nowhere is this more visible than in the rise of quick commerce.
The rapid growth of this model—think delivery of groceries or everyday essentials in as little as 10 minutes—is fueled by several unique advantages in India. A massive smartphone user base and the widespread adoption of digital payments have helped to create a frictionless foundation for e-commerce. In addition, dense urban centers make ultra-fast delivery logistics viable.
Both local startups and global players are racing to capture this opportunity, investing heavily in artificial intelligence (AI)-driven logistics, micro-warehousing, and last-mile delivery solutions. While still a young industry, quick commerce is scaling at a pace few markets can match. We believe this underscores India’s role as a launchpad for digital-first consumer innovation.
Related Insights
India’s Power Play
Making the growth case for India involves answering one key question: How can India differentiate itself from China? In this episode of The Active Share, Hugo and Raghuram Rajan, a professor of finance at the University of Chicago’s Booth School of Business, discuss what it would take for India to evolve into a global economic powerhouse.
India's Wake-Up Call
Making the growth case for India involves answering one key question: How can India differentiate itself from China? In this episode of The Active Share, Hugo and Raghuram Rajan, a professor of finance at the University of Chicago's Booth School of Business, discuss what it would take for India to evolve into a global economic powerhouse.
Emerging Markets Equity 2025: Quality as the Path to Growth
We believe the underlying case for emerging markets equity is strong, and explore three key themes that highlight the breadth of opportunity in the asset class.
