Cheonggyecheon is well known today, but in the past, there was an overpass. Do you remember? In the heart of Seoul, the Cheonggyecheon overpass, which pierced the sky, opened a three-day overpass highway. Do you see the picture next to it now? Doesn't it look similar? It's the past Cheonggye Overpass and the current image of India's roads. This time, the story is about India's urbanization and roads. Join me, and let's explore Indian stocks together. Greetings, viewers. Have you been studying Indian stocks during this time? Or do you want to but haven't started yet? No problem. Let's explore Indian stocks together with rich ideas related to Indian stocks. Since I last greeted you, I have visited India three times for market research and industry surveys, providing abundant investment opportunities.

I came back to Korea with a lot of ideas. The most important fact is that I gathered investment ideas and published a 207-page report on Indian consumption trends. Now, I will extract the key points from the report and share them with our viewers. Shall we start our journey to explore the best Indian stocks together? Currently, India is attracting attention due to its accelerating urbanization. Let's begin with urbanization and consumption in India. Urbanization can be simply understood as the transformation of rural areas into cities. The urbanization rate in India, in simple terms, refers to the percentage of the population living in cities. As of 2022, the urbanization rate in India is around 36%, which is still very low compared to major countries like the United States, China, and South Korea. Currently, South Korea's urbanization rate is around 81%, meaning that 81% of the population...

Living in a city means going back to Korea's past. When was India's urbanization rate in the mid-30s? I found out it was in 1968. When I looked for photos of Seoul in 1968, I found that a highway that has now disappeared, Cheonggye Overpass, was opened in 1968. The urban landscape of major Indian cities like Mumbai is now very similar to that of Seoul in 1968. Therefore, I think that Indian cities like Mumbai and Delhi will accelerate their urbanization in the next 5 to 10 years. I believe that this trend will accelerate. The ultimate analysis of Indian stocks, rich investment ideas from the local Indian perspective. However, the reports are too thick to read. So, enjoy reading the report easily and comfortably through this video. India is indeed about consumption. Indian stocks are truly about consumption. How does this urbanization affect the consumer market?

Do you think it will have an impact? I believe urbanization affects the consumer market in two aspects. Firstly, urbanization leads to a steeper growth in the overall consumer market. This is because urban populations consume more than rural populations, with per capita consumption in urban areas being about 1.7 times higher than in rural areas. Therefore, as the urbanization rate increases and more people flock to cities, it is natural that the growth rate of India's overall consumer market will accelerate. Secondly, urbanization influences the Indian consumer market by affecting the consumption items of consumers. As urbanization progresses, consumption in the non-durable goods sector accelerates. If we look at the average consumption composition of Indian urban consumers as of 2022, essential items such as food account for about 40%.

Non-food consumption accounts for 60% of total consumption, which is significantly higher than the 53% spent by rural consumers on food. Therefore, as urbanization progresses, it is expected that the consumption of non-food consumer goods will increase, leading to natural growth in the consumer goods market. The content related to urban consumption in India prepared for this episode ends here. If you wish to delve into more detailed information, please refer to the link for the India Consumer Report. I will return with more informative content in the next episode. Thank you. Namaste.

한국의 1968년과 인도의 2024년은 닮았다? 나마스테 타지마할 겐지스강 말고 현재 진행형의 인도 경제를 정부장이 알려드립니다 [나마스테 인디아]

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