New Delhi, June 23
Global capital can no longer overlook India's structural economic advantages, as the nation is poised to significantly outpace G7 economies in growth, according to a report released on Monday by wealth management firm Equirus.
The report identifies strong macro fundamentals, policy-led capital expenditure, a resurgence in rural consumption, and structural manufacturing shifts as key long-term drivers of India's growth in an uncertain global environment.
“India is no longer the world’s fastest-growing economy just on paper -- it is structurally better positioned than most G7 nations. That’s a seismic shift,” said Mitesh Shah, CEO, Equirus Credence Family Office.
"The global macro regime is shifting. US growth has been revised down sharply, and while India is projected to contribute over 15 per cent to global GDP growth (2025-2030), traditional 60/40 portfolios are breaking down. In this new regime, strategic asset allocation across geographies and growth cycles isn’t optional -- it’s the alpha generator," he added.
India is benefiting from structural trends: rural FMCG demand outpacing urban (6 per cent vs 2.8 per cent), policy-led capex rising 17.4 per cent, and Rs 2.5 lakh crore liquidity infusion underway, the report states.