SMC Global Securities Limited

6️⃣Market Impact: Don’t expect fireworks Historically, markets stay muted when RBI decisions align with expectations Bond yields adjust slightly

But global headwinds still persist 👉Unique takeaway: Don’t go all-in yet—look for stocks with domestic demand stories

4️⃣India’s Decentralized Strength Unlike China, India’s startup growth is decentralized: 🔷Bengaluru (#8), Delhi (#11), and Mumbai (#20) lead the charge 🔷But emerging hubs like Hyderabad, Indore, and Ahmedabad are rising fast https://t.co/XsLGqIoRNH #8 #11 #20

5️⃣India’s Startup Identity India shines in sectors like: 🔷Fintech (UPI, neo-banks) 🔷Edtech (Byju’s, PhysicsWallah) 🔷SaaS (Freshworks, Zoho) 🔷Online Food Delivery (Zomato) 🔷A growing shift toward profitability and resilience post-2022 funding winter 👉Indian startups are https://t.co/58OcnPAcF4

🔷Backed by massive public and private capital injections 🔷Global ambitions continue, despite geopolitical friction 👉While consumer-facing giants like Alibaba & TikTok made headlines, China’s new wave is quietly building global infrastructure https://t.co/mEtAuh9gzw

🔷Government support, startup-friendly policies, and digital infrastructure (like UPI) are fueling rapid growth 🔷A large, young, and tech-savvy population is the engine 👉India is not just growing — it’s scaling with intent

6️⃣Where it all lands China = Deep tech powerhouses, central dominance India = Vibrant, distributed growth, consumer-focused innovation 🔷One’s a mature giant with depth 🔷The other’s a youthful juggernaut with scale and speed

🔷Tier-2 cities are gaining startup momentum — a sign of inclusive innovation 👉India is building a networked startup nation, where talent is emerging from everywhere

Both are shaping the future — just in different styles. China leads in sheer deep tech and capital intensity. India wins in agility, decentralization, and grassroots momentum. This isn’t a fight — it’s a showcase of two very different, powerful innovation models. Which model