India is balancing immense growth opportunities — like digital transformation, domestic manufacturing, and industry consolidation — with complicated geopolitical, climate, and other risks. Macro Strategist Tushar Poddar joins host Thomas Mucha to explore the key macro and economic factors driving one of the world's most compelling investment markets.

1:55 - India’s economic growth drivers

5:30 - India’s political stability 

9:15  -Market outlook and industry consolidation 

13:05 - Rise of India’s manufacturing 

16:18 - Critical geopolitical player 

22:30 - Climate change in India 

25:35 - Tushar’s career path and research process

28:20 - Book recommendations and personal observations