SMC Global Securities Limited

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

7️⃣What should YOU do as an investor? Here’s a simplified playbook: ✔️Focus on domestic consumption & rural-focused sectors ✔️Watch NBFCs & rate-sensitive stocks (banks, autos, real estate) ✔️Stay cautious on export-heavy industries short term ✔️Look for SIP opportunities during

5️⃣Agriculture & Manufacturing look optimistic 🌾Healthy crop production keeps agri sentiment upbeat 🏭Manufacturing shows signs of revival—great for cyclical stocks

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

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

3️⃣India: The Relentless Riser India ranks #19 globally in the Startup Ecosystem Index — jumping 2 spots from last year! 🔷The fastest-growing major startup nation in the world https://t.co/YbrejBM4qE #19

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