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On paper, India looks amazing.

I walked you through some of the reasons why on Tuesday—1.4 billion people 40% of them under the age of 25, the world’s fastest-growing economy, rapid digitization, and arms wide open to foreign investment.

In this week’s Global Macro Update interview, I discuss opportunities in India with Cognitive Investments partner Jacob Shapiro. Most of you know Jacob from our previous discussions or from the Strategic Investment Conference.

In this interview, we cover the sectors of the Indian market we both like, including e-commerce. He shares predictions about India’s changing position in the multipolar world (which is one of our core investment themes).

I’ve written before that India will be one of the few countries that can do business with both the East and West. Jacob says India’s success might force it to pick sides… or turn it into a global powerhouse in its own right.

We also discuss why Turkey and Brazil could be better middlemen, opportunities in Japan and Argentina, and of course, Ukraine and the Middle East.

Video Length: 00:33:41