It's Time to Invest in This Rising Superpower (HINT: It's Not Russia or China)

Michael Robinson

Tuesday, June 27, 2023

Russia and China continue to dominate the headlines. In fact, it's nearly impossible to read the news and not hear about one or both nations.

In Russia, for example, recent civil unrest and its ongoing conflict with Ukraine has disrupted global energy prices.

Meanwhile, relations between China and the U.S. are becoming increasingly tense. The latest drama involves China setting up a spy base in Cuba, just months after sending a surveillance balloon into U.S. airspace to try and poach sensitive data.

The thing is, we should be focused on another country — one that's largely been flying under the radar recently.

This nation boasts the world's largest population, runs on a centuries-long democracy, and even shares a border with China.

Furthermore, it's the center of today's intriguing investment opportunity. Let me explain...

One Nation's Push for AI Supremacy

The country I'm referring to is India, a nation that's delivered an impressive number of CEOs guiding some of the largest tech giants...

Companies like Microsoft (MSFT), Alphabet (GOOGL), and Adobe (ADBE).

Simply put, India has had a significant impact on the Artificial Intelligence ("AI") industry. All three companies I mentioned above have hefty AI operations accelerating new growth and opportunities.

It's like I've said for years: AI will have a pervasive impact on our tech-driven economy.

Meanwhile, it's not just tech companies being led by those from India. According to Forbes, 60 CEOs on the list of Forbes 500 companies have roots in this south Asian nation.

And notably, relations between India and the U.S. have taken a promising turn...

Becoming Best Friends?

Last week, India's Prime Minister Narendra Modi visited Washington and said relations between the two countries have never been stronger.

Modi was in town to complete deals to manufacture jet-fighter engines in India, ones intended to power advanced light-combat aircraft. He also came to purchase high-altitude armed drones used for surveillance, specifically along the Chinese border.

So, is it time to start investing in India? Let's take a look...

A Timely Opportunity

According to Standard & Poor's, India will become the world's third-largest economy by 2030. And the International Monetary Fund pegs the value of India's economy by the end of this year at $3.7 trillion.

Earlier, I mentioned Modi's recent visit to America, which couldn't have come at a better time. That's thanks to high tension between the U.S. and China and the U.S. and Russia.

Russia has used OPEC oil production as a tool against the West. And NATO is now actively engaged in a dangerous proxy conflict with Russia.

There's also the challenge surrounding wheat, a commodity of which Ukraine is a major exporter. The dip in production has caused starvation and even fighting in smaller nations that are dependent on this food source.

As for China, it makes no secret that Taiwan is part of its empire and may seek to invade it to officially annex the tiny island nation. Sitting just 100 miles off China's coast, Taiwan ranks as the leading chipmaker in the world.

Simply put, it comes as no surprise that the U.S. and others are moving production of strategic technologies and products away from China and into more U.S.-friendly territories — including India.

Furthermore, India and China have been "frenemies" for centuries. India is technically a non-aligned nation, which has hurt it economically in the past for not having deeper ties with America and other allies.

But it's starting to see the strategic and economic advantages of partnering with the U.S., if only to counter growing Chinese ambitions in the region.

India Begins Its Transition

Today, America is the second largest arms supplier to India. That's due a big U.S. push to build an allied ring around China, at least militarily.

India's also accelerating an ambitious space program with a new rocket. This rocket delivered three satellites into orbit last February and launched its own reusable space plane in April.

Manufacturing is moving to India, too. Companies like Apple (AAPL), Samsung, and Vestas Wind Systems (VWDRY) are setting up shop there.

This is key for India's growth. Companies around the world, especially U.S.-friendly operations, are moving into India to transition from an over-reliance on China.

And as investors, we want to make sure we're positioned to profit from this transition.

Here's how...

Our Profit Opportunity

An investment exists that enables us to capture all the future success of India.

It's a fund that's been around since 2008, and it offers a broad play on the key companies that drive India's economy forward.

Infosys (INFY), for example, is the second-largest IT company in India. That's in this fund. So is Reliance Industries, a multinational conglomerate that has interests in everything from energy to textiles to retail.

The fund also includes Tata Steel, part of the massive Tata Group. And Dr. Reddy's (RDY), a global pharmaceutical company, is in the fund, too.

This fund is the best way to invest in India's ascension. And while it's achieved steady, reliable growth over the past decade, its future is bright, too.

Curious which fund I'm recommending? Become a "Pro" member so you can get access to all the details.



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Cheers and Good Investing,

Chief Investment Officer
Trend Trader Daily

Tags: ai india