FINANCIAL INSIGHTS AND NEWS
The Fourth Perspective
Insights informed by experience, research and clarity of thought. A space to share ideas, market observations and long-term views through the lens of Fourth Alpha.
Part II: Two Lemonade Stands, 10,000 Runners: The Unique Opportunity in Indian Banking
India’s banking sector stands at a compelling inflection point. When you think of the fastest growing economy in the world, with a GDP of $4 trillion and a population of just under 1.5 billion, averaging 29 years old, it’s easy to assume the existence of an over-congested financial banking system to support it.
Part I: Two Lemonade Stands, 10,000 Runners: The Unique Opportunity in Indian Banking
India’s banking sector stands at a compelling inflection point. When you think of the fastest growing economy in the world, with a GDP of $4 trillion and a population of just under 1.5 billion, averaging 29 years old, it’s easy to assume the existence of an over-congested financial banking system to support it.