Sarah Paine Episode 1: The War For India (Lecture & Interview)

Sarah Paine Episode 1: The War For India (Lecture & Interview) – Dwarkesh Podcast

Market views

Bullish

INDIA— India's strategic alignment with the US against China could lead to increased economic and military cooperation, potentially benefiting India's global position.
WATER— The increasing strategic importance of water resources, particularly in relation to China's needs, suggests a potential long-term increase in the value of water as a commodity.
DEFENSE— Persistent geopolitical tensions and the need for military deterrence in dangerous regions could support long-term investment in the defense industry.

Bearish

RUSSIA— Russia's actions in Ukraine and its strategic vulnerabilities, particularly regarding Siberia and China, suggest long-term geopolitical and economic challenges for the country.
CHINA— China's potential shift away from cooperation with the international order under Xi Jinping's leadership could negatively impact its economic growth prospects.

Not investment advice.