AI and Automation Adoption: Rapid integration of AI into business operations is a key driver for productivity gains. Agentic AI, which can act autonomously, is moving from pilot programs to full-scale deployment in sectors like finance, customer support, and software development, offering significant cost savings and efficiency.
Infrastructure and Manufacturing Investment: Government initiatives and a push for self-reliance (e.g., “Make in India”) are fueling major investments in physical and digital infrastructure, including roads, data centers, and 5G networks. This is a strong lever for current economic activity.
Supply Chain Resilience: Geopolitical tensions are forcing companies to diversify and de-risk supply chains (“China+1” strategy), leading to increased investment and manufacturing growth in alternative regions.
Decentralized Finance (DeFi) and Digital Currencies: Central Bank Digital Currencies (CBDCs) and blockchain-based financial platforms are gaining traction, enabling more efficient and borderless financial flows and increasing financial inclusion in emerging markets.
Post-Pandemic Consumer Behavior: Continued strong private consumption, particularly for health-oriented products and e-commerce services that gained momentum during the pandemic, supports short-term growth in consumer goods and retail sectors.
