• Market capitalization growth: The global equity market cap expanded from approximately $3 trillion in 1980 to around $150 trillion today, with India creating wealth at roughly double the global pace supported by 7.5% real economic growth.
• HSBC footprint expansion: HSBC is expanding its Indian network from 14 to 34 cities as part of its global priority markets, capitalizing on rapid wealth creation and founder liquidity events across family-owned businesses.
• Global technology allocation: Raamdeo Agrawal recommends allocating 5% to 20% of an investment portfolio to NASDAQ or global technology assets to access innovation, while keeping the remainder invested in India.
• AI research adoption: While the use of AI for investment research and evaluation has grown sharply in India, investors continue to rely on professional wealth managers to make final allocation decisions and maintain discipline.