Since 2016, The Personal View has consistently championed India’s rise, not as a short-term trade but as a long-term thesis rooted in demographics, digitisation, and institutional transformation.
Now, in 2025, that thesis enters its most consequential phase. Tech dominance ahead.
India is evolving from a technology support hub to a global tech architect designing, manufacturing, and exporting digital systems, while asserting itself more confidently in regional geopolitics.
Over the next decade, expect India to:
- Lead global tech manufacturing, including semiconductors, smart devices, and advanced electronics
- Export digital infrastructure at scale, including payments, ID systems, and public data layers
- Expand in AI, defense, and space technologies
- Pivot to economic leadership across Asia and beyond
- Assert itself militarily, especially around border tensions with China and Pakistan
- Face internal pressure around food prices, inflation, and economic inclusion
India’s path to becoming the world’s third-largest economy by around 2028 is increasingly visible. But the first half of this transition will be defined by economic unevenness, rising prices and public pressure on affordability and quality of life. Nationalist rhetoric may start to give way to demands for broader prosperity.
At the same time, healthcare is improving, and water security is emerging as a key structural risk, especially as climate volatility intensifies. These aren’t just policy issues; they’re investment signals.
Investment Themes for the Decade Ahead
- Mid-cap tech & semis, core manufacturing and design names
- Defense & dual-use tech: satellites, drones, cyber systems
- Digital banks & rural fintech, scalable financial inclusion
- Export-oriented SaaS & IP-rich small caps
- Water security, infrastructure & healthcare innovators
Passive exposure through $INDA or $SMIN offers a starting point, but the real alpha lies in structural thematics and bottom-up allocation.
To gain pure-play exposure to India’s technology sector, still underrepresented in global ETF offerings, investors can construct a targeted mini-basket of leading Indian IT firms. Key names include Infosys (INFY) and Wipro (WIT), both of which trade as ADRs on U.S. exchanges, while Tata Consultancy Services (TCS.NS), Tech Mahindra (TECHM.NS), and HCL Technologies (HCLTECH.NS) are accessible via Indian markets. Together, these firms represent the core of India’s globally competitive digital and software services industry, offering a passive yet precise entry point into the country’s tech ascent.
Look to the next 7–10 years to validate this forecast. India will lead global tech, and its equity market will reflect this innovation and technological dominance.
Do you believe India is on track to become a global tech superpower by 2035?
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