[edwnj]

I strongly disagree with on demographics, it looks really good for most of the century. Everything including TFR, young population, working population and even elderly populations looks REALLY good. Especially relative to China.

Demographics aside, India is a perfect replacement for China in high tech manufacturing. Stability is a huge factor here giving India a massive edge compared to south east asian alternatives.

On top of that, you have young highly skilled & literate workforce. A largely discounted wealthy diaspora investing back into the motherland. Huge pool of software talent.

IMO it makes for a huge Shenzhen like moment for India. Again, I leave a massive amount of room for India to duck this up but it is India's opportunity to fuck up. The winds have shifted heavily in their favour.