At first look, the distressed nations of South Asia may appear to pose a severe threat to India’s stability. However, closer examination reveals that the region’s instability may have some positive consequences for India.
From the textile and sporting goods hubs of Tirupur and Jalandhar to the seafood exporters of Andhra Pradesh and Gujarat, and the verdant tea estates of Assam, Indian businesses are well positioned to outperform their South Asian peers.
The upheaval in South Asia resembles an economic neutron bomb, sparing physical infrastructure but destroying exports and employment.
For global investors, the South Asian map now emphasizes a single destination: India’s $3.2 trillion economy, which is growing at a rapid 7%, remains the only