India to Be World’s 3rd Largest Economy by 2028: Morgan Stanley

India is set to become the world’s third-largest economy by 2028, as per a report by global financial services firm Morgan Stanley. This growth is driven by macroeconomic stability, an expanding consumer market, and robust improvements in infrastructure.

Report Highlights

India’s Past Economic Rankings:

  • 1990: 12th largest economy
  • 2000: 13th largest economy
  • 2020: 9th largest economy
  • 2023: 5th largest economy

Growth Projections:

  • 2023 Economy: USD 3.5 trillion
  • 2026 Projection: USD 4.7 trillion (fourth largest globally, behind the US, China, and Germany)
  • 2028 Projection: USD 5.7 trillion (overtaking Germany)

Global GDP Share Forecast:

  • To Increase from 3.5% in 2023 to 4.5% by 2029

Growth Scenarios (By 2035):

  • Bear Case: GDP grows from USD 3.65 trillion (2025) to USD 6.6 trillion
  • Base Case: GDP reaches USD 8.8 trillion
  • Bull Case: GDP accelerates to USD 10.3 trillion

GDP Per Capita Projections for 2035:

  • Bear Scenario: USD 4,247
  • Base Scenario: USD 5,683
  • Bull Scenario: USD 6,706

Key Drivers Behind India’s Economic Momentum

  • Demographic Advantage: A growing workforce and an expanding middle class that fuels consumption.
  • Policy Reforms: Macroeconomic stability resulting from proactive fiscal and monetary policies.
  • Infrastructure Development: Enhanced transport, digital connectivity, and logistics that boost productivity.
  • Manufacturing and Services: Growth in both sectors contributing significantly to GDP output.
  • Financial Inclusion: Expanding credit access and increased private investments.
  • Governance and Social Outcomes: Functioning democracy, a rising entrepreneurial class, and improving social conditions.

Implications of Report

  • Consumer Market: India is set to become the world’s most sought-after consumer market, attracting global businesses and investments.
  • Energy Transition: A major shift in the energy sector is anticipated, supporting sustainable growth.
  • Credit and Manufacturing: Increased credit-to-GDP ratio and strengthened manufacturing contributions will further elevate the economy.

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