“India much more straight-forward long term story than China” – Christopher Wood, Equities Analyst, Jefferies
For business and investment, India is now a more straightforward, long-term option than China.
But it is really smart to think BOTH India and China, not one or the other.
The equity strategists are saying it. All the trade commentators are saying get your product or service into India – now.
One equity analyst, Christopher Wood, the global head of equity strategy at Jefferies, said in the latest edition of his immensely popular newsletter to investors called ‘GREED & fear’: “India remains a much more straightforward long-term story than China, which is why GREED & fear has 39 percent of the Asia ex-Japan long-only portfolio, long-term in its focus invested in India and “only” 25 percent in China.”
INTO INDIA points to the incredibly high number of young Indians coming through – called the demographic dividend” – as the big reason to be there.
Time to begin or upgrade with an Indian investment and market entry strategy?
I cannot think of a time when so many BIG STEPS have paid off for Australia – thanks in large part to the great work of Austrade, DFAT and State Government business offices in India.
In the last six months there have been record numbers of ministerial visits both ways – and when government opens the doors, education and business can step through.
Of special note is the work in education of Monica Kennedy, Austrade Mumbai. As she reported – “From Deakin University‘s splendid announcement of setting-up a branch campus in #India, to University of Melbourne‘s partnership with three major Indian Universities – it warrants all the attention it is receiving.
“Team Australian Trade and Investment Commission (Austrade) is proud and elated to have played a part in these historic announcements.”
Check out just a couple of all the overwhelming media mentions of the developments.
Read some of the stories here:
Keep up the good work!
Walking this week along Swanston Street past the Victoria Library and the feeling was like pre-covid. The international students are back in Melbourne.
It was the same up and around Melbourne University, then in Glenferrie Road near Swinburne and education locations across our city.
International students add so much to the life of Melbourne.
And it seems Melbourne works hard to ensure these visiting students have a good welcome into our city – as this article explains…
The level of honesty in this new memoir, “Dirty Little Secrets” by Nandita Chakraborty, is at times confronting but always refreshing in a genre where so many writers gloss over the difficult parts.
There is no glossing over. This memoir tells it all. It is brave, meaning she is brave, and she will need to be for the future, as this memoir reports. The book includes accounts of being scammed by a man she “loves” but has never physically met. At first this is hard to understand, but gradually we can see how scammers have the ability to trap us.
It is finally a painful story of the quest for love, the yearning for relationship and the impact of a serious climbing fall, leaving the author with acquired brain injury.
The writing style makes the text more powerful – there is no attempt at embellishment or covering up – the style is direct and allows the reader to make up their own mind.
This is also a story about India and Australia. About the different lives of both countries and of the tough times that migrants experience – not the least being their distance from family and the security of home.
This adventurer has left everything behind. Not surprising, then, that the adventurer stumbles again and again.
Her biggest stumble is found in her lasting views that “love is instant” and that “love conquers everything” – both of which leave her vulnerable to some of the nastiest men you will meet in literature.
But for all that, meeting Nandita is to be in touch with joy, smiles, laughter and the spirit that a good life is ahead.
I for one am looking forward to the second instalment.