But India has a lot of population. Considering that our population fertility rate has continued to decline in the past two years, India’s total population today must exceed us, and more than 1.4 billion people are certain.Therefore, it has the total population that is similar to us, but the total amount of GDP is only about 1/5 of us, and the per capita GDP of India is very low.
How low is India’s per capita GDP?
Not as good as Vietnam, it is super Myanmar.My expectations for India are already low enough, but I didn’t expect it to be so low.EssenceEssenceIn 2022, India’s per capita GDP was only $ 2410, only 60%of Vietnam.However, I can still lead by India and Myanmar next to it.
What industry is actually related to the high degree of economic structure of the country. India is currently accelerating development like us before 20.India currently needs to strengthen infrastructure construction.According to international agencies, logistics costs in India account for 18%to 20%of total production costs, while only 8%to 10%on our side.Although India’s labor costs are not high, the backward infrastructure has led to an increase in additional production costs.
Real estate infrastructure is the main contribution of building a house to build a house, and large -scale infrastructure requires credit support, so the bank’s growth is also very fast.For example, there is a listed bank in the Indian stock market called Indian Industrial Credit Investment Bank. This is the second largest bank in IndiaMumbai Investment. The stock price trend obviously can win the Indian Sense30 Index.
Data source: wind
India is very different from us that India is a domestic -demand country. Indian residents’ final consumption accounts for 60%of GDP, which is equivalent to developed countries such as Germany, Japan, and the United States.There are 37%, and the specific data see the ， ，.
Data source: wind
After 20 years of India, a high -speed development came to an end. After 20 years of wealth accumulation, the Indian people became rich, and India’s per capita GDP turned several times. In case of consumption upgrade, the investment value of India’s consumer industry may increase.
But that’s the future, not now.Judging from the current consumption level of Indian residents, Apple mobile phones are still high -priced consumer products for them.At present, Android phones account for 96%of India’s market share, and Apple iOS accounts for only 3%.
I have learned so much, and I can’t make a conclusion decision or not.
From a macroeconomic perspective, I think it is similar to the logic of investing in India as before.The main investment is traditional industries such as infrastructure, real estate, energy, and finance, that is, the purchase of the Indian economic chaos has opened up, and the huge investment demand in the period of Daxing Civil Engineering has increased.If you think of the 1.4 billion people in India, you can have a huge high -consumption population like us, and it may be too advanced and not at that time.
However, Vietnam cannot compare with India in terms of total. Vietnam’s GDP is too small, and it is destined to be a small country that is around the country.Once India’s per capita GDP has the level of Vietnam, it is the third largest economy in the world.India can do more than Vietnam.From this point of view, even if we have configured the Vietnamese fund, we still have the value of continuing to study India.
There are a few things on the A -share side to pay attention to:
1. Photovoltaic and new energy have a tendency to rebound recentlyAhmedabad Stock. Zoror has released a grid lock signal last month.The normal state of the grid is to buy and sell.But when we encounter this deeper variety, we have a reason to lock the positions and wait until the market rebounds more before selling.Of course, this operation may not be successful, the rebound may not be achieved overnight, and it may be shocked at the bottom for a while.But it doesn’t matter, it is to sacrifice this shock income to gain more gain benefits. We feel cost -effective.
2. There is news of mobile phone cutting in the consumer electronics industry, and the demand is still weak.Not only A shares, you can also see from US stocks.Apple’s recent stock price is relatively weak, and it has been lowered by several foreign -funded institutions. The trend is far less trend than Microsoft, Nvidia, Google, Meta, Amazon and other leaders.If MR heads listed in February can exceed expectations, it may boost the stock price of Apple and consumer electronic chains.The A -share chip index has a high degree of correlation with consumer electronics. In addition, many AI concept stocks that chip indexes chase high at the end of last year have recently fallen. The chip indexes are ugly.
3. Recently, coal prices have continued to decline, and the futures have fallen for 5 days. The main reason is that the demand is not good.
Kanpur Wealth Management