In this second part of a two-part series, Raoul Pal focuses on the growth of India’s digital infrastructure and the foreign direct investment that is driving this technological change. But is everyone going to be included in the revolution, or will rural regions remain marginalized? Change is happening and at a breakneck speed, but is
In this first part of a two-part series on India, Raoul Pal examines whether India has the potential to become the best macro investment of the next 20 years. The country has a young and dynamic population, and a government that wants to tap into this demographic dividend with an ambitious plan to grow its