Ray Dalio Says India Has Best Ingredients for Fast Growth Over Next Decade

Ray Dalio, the founder of Bridgewater Associates, says India has the best mix of factors for fast growth over the next ten years.

Why Dalio Is Bullish on India

He points to three main strengths:

• Infrastructure build‑out: Expanding roads, rail, and digital networks creates a strong growth engine.
• Low debt levels: With government and private debt relatively low, the economy can invest without heavy interest burdens.
• Large, skilled talent pool: A young, educated population provides the workforce needed for modern industries.

India’s Recent Performance

The country posted an 8.2% year‑on‑year increase in GDP in the second quarter of FY 2025‑26, making it one of the fastest‑growing major economies.

Current Power Gap

Dalio warns that despite strong growth potential, India’s economic and geopolitical influence still trails the United States and China. He likens today’s India to where China was about three decades ago – growing fast but not yet a global leader.

Technology War and Independence

He says the most critical competition now is the "technology war." Countries that lead in tech will dominate other areas like trade and finance. Dalio notes a global shift toward reducing interdependence, meaning nations want to be self‑sufficient to avoid being squeezed by rivals.

What This Means for Investors

For retail investors, Dalio’s view suggests long‑term opportunities in Indian stocks, especially those tied to infrastructure, digital services, and talent‑driven sectors. However, the current power gap means short‑term volatility may persist.

Remember, this is perspective, not a prediction. Do your own research and consider consulting a certified financial advisor before making any investment decisions.