The Six Stage Investment Lab

  Is investing in Indian ETFs through your retirement account (like the Korean IRP) a smart move? The short answer is yes , but it requires a calculated strategy. As of 2026, India is firing on all cylinders: a surging population, expanding domestic consumption, and a manufacturing renaissance. While the Indian market saw a modest 10% growth in 2025 due to valuation pressures (PER hitting 22–25x), 2026 marks a definitive turnaround point . For long-term investors, India is no longer an "option"—it’s a "necessity." 1. The Three Engines of Indian Growth India is one of the few economies globally where three powerful engines are operating simultaneously: The Demographic Bonus: A young workforce driving both production and consumption. Domestic Expansion: A rapidly growing middle class with increasing purchasing power. Manufacturing Revival: The "Make in India" initiative is successfully positioning the country as the premier alternative to China. After a ...