As the world pays an increasing amount of attention to emerging markets and the concept of the Global South, India's outperformance vs. China remains an interesting topic. For South African investors, the strategy of a group like Sanlam is worth considering, as India offers an immense demographic dividend and a democratic environment in which to invest.

Other than a look at the reasons why India has performed well recently (especially relative to China), this show delves into the services nature of the Indian economy and the opportunities that this brings.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.