220: Discovering India's Economic Boom: Demographic Dividends and A Digital Revolution

The Bid

Content provided by BlackRock. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BlackRock or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

18d ago 16:25

MP3•Episode home

Investment opportunities in India have been gaining significant attention, driven by the country's robust economic growth and favorable demographic trends. But what are the key factors that make India an attractive destination for long-term investment opportunities, and how can they navigate the complexities of this dynamic market?

Vivek Paul, Head of Portfolio Research and UK Chief Investment Strategist for the BlackRock Investment Institute, will help explore the investment landscape in India, the opportunities in public markets, and the long-term growth potential driven by the country's economic growth and demographic strengths. We'll also delve into the implications of India's rapid digitization and resilience in a fragmented geopolitical landscape and discuss the challenges investors should consider in this evolving market.

Key moments in this episode:

00:00 Introduction to Investment Opportunities in India

00:53 Exploring India's Economic and Demographic Strengths

02:41 The Impact of Digitization and Geopolitical Dynamics

03:26 Demographics and Economic Growth

05:03 Stock Market vs. Economic Growth

08:32 Fixed Income Markets and Central Bank Policies

10:26 Geopolitical Risks and Tariffs

12:47 Investment Risks and Opportunities in Indian Equities

15:27 Conclusion and Final Thoughts

Check out our previous episode on India from last year here: https://open.spotify.com/episode/5lsbTpWYFSxgJkz75VA2rB?si=di74nyAmTISczr6uR_q5tA

Sources: “Tapping Into India’s Transformation” Investment Perspectives, BlackRock Investment Institute, 2025

🔗 Learn More About BlackRock: https://1blk.co/41uwhDS

🔗 Watch and Subscribe to The Bid on YouTube: https://1blk.co/48iHOs4

🔗 Follow Us on LinkedIn: https://1blk.co/3v09q6Q

🔗 Follow Us on Twitter (or X): https://1blk.co/3NuiIOW

This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets.

For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures

india, india investing, dividend investing, blackrock, economy, financial services, stock market investing podcast, finserv, finance podcast, economic growth, investing, investment, interest rates

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

224 episodes