India's Quiet Bull Run

Nifty +115%. GDP +6.2%. Rotation builds...

As the world stalls, India surges—Nifty +115%, racing past the SPX (+95%) over the past 5 years.

This isn’t noise—it’s structural: young demographics, surging inflows, and GDP set to climb +6.2% in 2025.

We break down 10 catalysts—and how ~$24B in flows and a $1B Jane Street profit confirm India’s breakout.

Source: IndianExpress / Bloomberg

Note: The author(s) owns BTC and options positions in ETH (disclaimer).

India’s Structural Tailwinds:

1. Nifty 50 Strength: +115% over five years—beating the SPX and HSI, just behind the QQQ.

2. Widening Growth Gap: GDP forecast at +6.2% in 2025 vs. China (+4.0%), U.S. (+1.8%), and global average (+2.8%).

3. Retail Investor Boom: Depository accounts up 5x to 190M—deepening liquidity and fueling domestic demand.

4. Institutional Stampede: Giants like Citadel and Jane Street are moving in—boosting liquidity and signaling conviction.

5. Energy Tailwind: Oil prices down ~14% YTD—improving terms of trade and reinforcing India’s macro stability.

📈 Position early—join 250+ paid subs across the Exponential, Distilled brand.