Long India

The World's Greatest Investment Opportunity

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This is a book about the future, grounded in the present and leavened by the past. It makes a claim that will strike some as bold and many as reckless: India is the world’s greatest growth story and investment opportunity for the coming generation. This claim is not a matter of faith or nationalism but of in-depth analysis.

Harsh Madhusudan has spent two decades studying India’s growth. He has never seen such despondency about its prospects. The challenges are real. The rupee has been falling, foreign investors have been selling, AI seems to be bypassing India, the cities are getting more crowded, goods trade deficit is increasing, the politics is getting noisier and many expect the middle-income trap will catch up with India.

Yet Long India makes the case that India, the world’s fastest growing major economy, is today the most attractive risk-adjusted investment for investors globally, and will be the world’s largest economy around the middle of this century. Across five chapters (‘Convergence’, ‘Coherence’, ‘Catallaxy’, ‘Cornucopia’, ‘Cycle’) it argues that India’s greatest advantage is its scale, long considered a liability.

Contrarian and quantified, Long India is a book to argue with and then to act on.