Asia's decade: some interesting trivia:
1/5
Table on expected Real and Financial Assets growth for US and Asia (ex-Japan). Asia is expected to grow double as fast as US.
✅Financial assets = Shares, Bonds, MF units etc.
✅Real assets = Fixed assets
See data via CLSA:
1/5
Table on expected Real and Financial Assets growth for US and Asia (ex-Japan). Asia is expected to grow double as fast as US.
✅Financial assets = Shares, Bonds, MF units etc.
✅Real assets = Fixed assets
See data via CLSA:
2/5
The changing face of Asian markets: Top 15 Asian companies by market cap.
From having zero representation in 2003, India now has two names - RIL and TCS.
Next 6 companies in India - HDFCB, Infosys, HUL, Asian Paints, SBI, Bajaj Finance.
Which will make it by 2025?
The changing face of Asian markets: Top 15 Asian companies by market cap.
From having zero representation in 2003, India now has two names - RIL and TCS.
Next 6 companies in India - HDFCB, Infosys, HUL, Asian Paints, SBI, Bajaj Finance.
Which will make it by 2025?
3/5
Changing face of Asia:
🗓️Year 2000: Japan accounted for 57% of total consumption in Asia (Yes!)
🗓️Year 2020: China accounted for almost half of total consumption
Share of India🇮🇳 grew from 6.6% to 11.1%
Changing face of Asia:
🗓️Year 2000: Japan accounted for 57% of total consumption in Asia (Yes!)
🗓️Year 2020: China accounted for almost half of total consumption
Share of India🇮🇳 grew from 6.6% to 11.1%
4/5
👨👦Gen Z will drive consumption spending over the next decade
🌱India has a distinct edge as we depict below
🇮🇳 It's likely to be India's decade, both for consumption and financialization of savings.
Charts: Morgan Stanley
👨👦Gen Z will drive consumption spending over the next decade
🌱India has a distinct edge as we depict below
🇮🇳 It's likely to be India's decade, both for consumption and financialization of savings.
Charts: Morgan Stanley
5/5
FII flows (Source: CLSA):
Big money is buying into India and Brazil and selling all others.
Takeaway: Think in years and decades and not in months.
FII flows (Source: CLSA):
Big money is buying into India and Brazil and selling all others.
Takeaway: Think in years and decades and not in months.
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