A recent report by wealth management firm Equirus highlights India’s growing economic strength, projecting that the country is set to outpace G7 economies in the coming years. With strong macroeconomic fundamentals, rising government capital expenditure, a revival in rural consumption, and a manufacturing shift, India’s economy is becoming increasingly attractive to global investors.
Equirus Credence Family Office CEO Mitesh Shah called this transformation a “seismic shift” in global economic dynamics, noting that India is expected to contribute over 15% to global GDP growth between 2025 and 2030. The report also points to robust rural demand, with FMCG consumption in rural areas growing faster than in urban ones, and a narrowing gap in rural-urban household spending, suggesting a consumption-led recovery.
The report questions the viability of traditional investment strategies like the 60/40 portfolio, urging dynamic, globally diversified asset allocation. It also underscores favorable global trends supporting India’s growth, including a drop in the Dollar Index and stable crude prices, which ease import costs and bolster India’s economic outlook.