One could almost consider India and Japan to be mirror images of each other. India is a young country with tremendous infrastructure spending needs, rapidly increasing domestic consumption and low but rapidly growing savings. Conversely, Japan is a mature country with extensive infrastructure, low domestic consumption growth and very high savings balance. The attached special report explains how India could benefit from Japan's infrastructure and technological knowledge, as well as be an attractive investment opportunity for Japan's large savings base. In return, Japan's export-oriented economy would benefit from the robust domestic consumption growth in India as more and more Indians become urbanized and move into the middle class.
Source: The Excel Investment Counsel based onan Article by Sanjeev Sinha, PriceWaterhouseCoopers