India’s Population Story Is Changing and Investors Need to Pay Attention Saurabh x Nandita

Podcast: Coffee and Investing with Saurabh Mukherjea · Marcellus Investment Managers

Opublikowano: 2026-09-26

Invest with Marcellus: https://invest.marcellus.inIndia's demographic dividend has been one of the most widely used arguments for investing in Indian equities. But what happens when that demographic story starts to change? In this episode of Coffee & Investing, Saurabh Mukherjea and Nandita Rajhansa discuss India's rapidly changing demographics and what they could mean for Indian investors. They explore why the long-standing "young India" narrative may no longer hold, how falling fertility rates and rising age at first marriage are reshaping Indian society, why population growth is already slowing or reversing in parts of the...