India is becoming too big for the story the world tells about it.

Factories. AI. Semiconductors. Digital payments. Domestic capital. 1.4 billion consumers.

Not six separate booms. One economic machine begng to compound.

The world is waiting for the next China.

It may be missing the first India.

印度的实际体量,已经远远超出外界对它的固有叙事。

工厂、人工智能、半导体、数字支付、本土资本、14亿消费者。

这并非六股各自独立的增长热潮,而是一台开始产生复利效应的经济机器。

全世界都在等待下一个中国,却或许正在错过第一个印度。

以下是印度网友的评论:

Mr ZeeKay
India is non starter in aI . Except Indian born Google CEO strating data center in vizag that no one wants in US . By the way if india is so great don’t u go back to.

印度在人工智能领域基本毫无建树。也就印度裔的谷歌CEO在维扎格建了数据中心,这种项目在美国根本没人要。话说要是印度真有那么厉害,你怎么不回去。

 

Sidharth
Well , My article states clearly that there are multiple booms working together.
India did not miss the bus with manufacturing , it just took a digital first approach.

我的文章写得很清楚,是好几波增长势头叠加在一起。

印度并没有错过制造业的机遇,只是选择优先发展数字赛道。

 

Vice Premier
It was the wrong approach. China started bottom up, from rare earth to manufacturing to AI. India thought it could start from the top. It was the wrong bet and now India is paying for its mistake.

这条路选错了。中国走的是自下而上的路线,从稀土产业做起,再发展制造业,之后才做人工智能。印度想着直接从高端领域入手。这一步赌错了,现在印度正在为此付出代价。

 

nft_junkie
Bro which city you settling in?

兄弟,你打算定居在哪座城市?

 

Sidharth
I would love to have a base in coimbatore someday.

希望有一天,我能把科钦巴托尔当作自己的落脚点。

 

Anil Sekhar
Good choice, Kovai is! I fondly remember visiting Coimbatore back in the eighties while on a family road trip from Kochi to Ooty during the summer school break. Overnight hotel stay in Coimbatore with breakfast at Annapurna and onwards to Udhagamandalam to spend a week with the extended family settled there. I have vivid memories of visiting the Rose Show and the Botanical Gardens, and the TN Governor's Summer Residence not too far from the lake.

科瓦伊是个好地方,选得不错。我还记得八十年代暑假,我们一家人从科钦自驾去乌蒂,中途到访科钦巴托尔。我们在当地住了一晚,在阿纳普尔纳餐馆吃了早饭,之后前往乌达加曼达拉姆,和定居在那边的一众亲戚住了一周。玫瑰展、植物园,还有离湖泊不远的泰米尔纳德邦长官避暑官邸,这些景象我至今都记得清清楚楚。

 

Grounded Idealist
The key problem is that all must be sustained

最关键的难题是,以上所有增长都得能长久维持下去。

 

Mr. House
As someone who has traveled extensively for polymer engineering to manufacturing plants in Asia, I wouldn’t hold my breath. India is the laughing stock of manufacturing. Extremely low attention to quality control, time management, capacity measuring.

我从事高分子工程行业,跑遍了亚洲各地不少工厂。我对此并不看好。印度的制造业就是行业笑柄。质量管控、工期管理、产能核算全都做得一塌糊涂。

 

THE TRADESMAN
Now you know why the deep states of China and US are desperate for regime change. Hindus unite! Modi, and then Yogi are our future.

这下你就懂了,为什么中美两国的深层势力一心想要颠覆他国政权。印度教徒团结起来!莫迪,之后是约吉,他们就是我们的未来。

 

Rajat jain
Just look at any indian street.
Foreigners and indian think indian govt is not ready to handle any challenges.whenever the music stop india will go down.

随便去印度的街上看一看就知道。

外国人和本国人都觉得,印度政府没有能力应对各类挑战。一旦红利消退,印度就会垮掉。

 

IndInTheUS
I'll check back in a decade. Let's see if India can fix its sidewalks and garbage problem using all the increase in per capita income these 'booms' are going to bring.

十年之后我再来回看。看看靠着这些所谓的增长红利带来的人均收入提升,印度能不能把人行道和垃圾乱象治理好。

 

HorseOfError
Next china!? Are u fckng kidding me?? Have ur own identity man.

下一个中国?你怕不是在开玩笑吧!要有属于自己的定位啊。

 

Himadri2047
Bro our indian babus are fit for nothing. Can't make a single functional world class street let alone city

兄弟,印度的官僚什么实事都干不成。连一条合格的世界级街道都修不出来,更别说整座城市了。

 

Gauci
agreed! you should tell your friends to head back to the new land of milk and honey!

说得对!你该叫你的朋友们,赶紧回到那块遍地机遇的新天地去。

 

Supreme Leader
That's why nifty is touching new heights.

这就是印度NIFTY指数不断创新高的原因。

 

Hanakookie
India has $4T in GDP. Its not a big story. Especially when you have 1.8B ppl.

印度GDP有4万亿美元,算不上什么亮眼成绩,尤其它有18亿人口。

 

Gourav Dhama
Person who try to become everything, ends up becoming nothing. We dont have any specialization, we just copy and try to make it work and be 2nd player

什么都想做,最后什么都做不好。我们没有拿得出手的专精领域,只会照搬别人的东西,勉强凑合用,永远只能做第二名。

 

Kevin F. D'Souza
Great article! Reverse brain drain is the key. US is making the right moves to facilitate this.

文章写得很棒!人才回流才是关键。美国正在出台合适的政策促成这件事。

 

Satyam Jain
The world is trying to evaluate India using yesterday's growth models, missing the fact that an entirely new economic framework is already running.

全世界都在用过时的增长模型评判印度,却忽略了一套全新的经济体系已经在运转。

 

SONNY
can't wait until we can hunt these stankjeets

巴不得早点收拾这群讨厌的家伙。

 

Dante
Did you pick up the trash and install toilets yet?

垃圾清理好了吗?厕所建好了吗?

 

Raghavan Ayyanaar
It's easy to sit in California and write substack about India during free leisure time. If you believe what you write why don't you come back and set an example of living the growth journey

待在加州,闲来无事在Substack上写关于印度的文章当然轻松。如果你真相信自己写的内容,为什么不回国,亲身参与发展,做个榜样。

 

dzzzlist
go back to your shithole then..

那你就滚回你的烂地方去吧。

 

Zekarias Ezra
Go back

滚回去。

 

frank
You're eating the whites , you came in, your eating the blacks, your eating the people who lived there. Cannibals.

你们来了之后,压榨白人,压榨黑人,压榨本土原住民,就是一群掠夺者。

 

alwaysright
You love India so much but will never live there

你嘴上这么热爱印度,却从来不肯回去生活。

 

arsyapermana1
Agriculture -> Manufacture -> Service
India skipped the manufacturing part

农业→制造业→服务业。

印度直接跳过了制造业阶段。

 

vishvas4588garg
Extremely disappointed with Bloomberg using the terminology of British "extracted" $45 Trillion from India vs "looted" or "Stole." In India, British govt. would have signs in front of buildings saying "Dogs & Indian not allowed." British massacred thousands of unarmed Indians through police firing at a Park in India (jallianwala bagh massacre). During World War II, the famine‑like conditions created by British by stealing resources from India to support the war led to about 3 million Indians dying at the time.
I am a regular viewer of Bloomberg but this video really disappointed me.

彭博社用“攫取”来描述英国从印度拿走45万亿美元,而不用“洗劫”或者“偷窃”这类词,我非常失望。英国殖民时期,不少建筑门口挂着“狗与印度人禁止入内”的牌子。在贾利安瓦拉巴格惨案中,英军向手无寸铁的印度民众开枪,屠杀数千人。二战期间,英国掠夺印度资源用来支撑战争,造成大饥荒,大约300万印度人因此死亡。
我经常看彭博社的内容,但这期视频实在让我失望。

 

hrising2016
The bigger question is 'will the US allow India to become the next China?' India's economic rise would pose yet another threat to western hegemony.

更大的问题是:美国会允许印度成为下一个中国吗?印度经济崛起,会再次对西方霸权构成威胁。

 

keekeehing5457
Yes of course India is a great and ancient country same as China
Blessings from China

没错,印度和中国一样,都是历史悠久的伟大国家。

来自中国的祝福。

 

akash4240
I was born in India and I had no choice. Always wanted to move abroad. Never liked anything here except my family and friends. The complex systems in every department of life and state here are consuming. But after I started looking at everything from a broader perspective not just western one, I kinda feel like we're doing fine. I don't wanna take pride in our rich history. But in present scene, there's a great number of people living extremely difficult lives here. I accept the truth and will contribute to whatever I can. Blaming and accusing is not gonna help. We'll make this. Peace

我生在印度,没得选。我一直想移居海外。除了家人朋友,我对这里的一切都提不起好感。日常生活和政府部门处处流程繁琐,耗人心力。但后来我不再只用西方视角,学会从更宏观的角度看问题,才觉得我们其实发展得还可以。我不想拿辉煌的过往自我陶醉。可现实就是,国内还有大量民众日子过得十分艰难。我正视现实,愿意尽自己一份力量。一味指责毫无用处。我们会变好的,祝安好。

 

spootnik00
India is the next India

印度就做印度自己,不用做下一个谁。

 

Anonymous2345‑v4p
india is not next china
india is next previous bharat

印度不是下一个中国。

印度要重现古婆罗多的荣光。

 

themedici
The only thing certain that Inida will be the next China is populaiton.

如果说印度在哪一点会成为下一个中国,那只有人口。

 

pankajbhagawati2984
"Modi's make in India is threatening growth"
Well that's it. I thought this would have been a non biased documentary

“莫迪的印度制造政策正在拖累经济增长”。

行吧。我原本以为这会是一部立场中立的纪录片。

 

ollingdownfalling
I thought the topic lacked insights, because there's hardly a comparison between India and China whether it's politically, culturally and system wise. After I watched the , I understood that video was not really about China nor India, but more about US's agenda because it is decoupling with an adversarial county. But doing so, it also needs a country replacing that. It's like China and India are two chess pieces on a board game of international relations with respect to manufacturing, technology and to some extent geography.

政治、文化、体制层面,中印两国根本没有可比性。我才明白,它讲的不完全是中国和印度,更多是美国的战略意图。美国正在和对手脱钩,就需要找另一个国家来顶替。在国际关系棋局当中,在制造业、科技,还有部分地缘层面,中印就像两枚棋子。

 

hammedkashem2500
Is India the next China.....Yes but only in Bollywood films.

印度会成为下一个中国吗?会的,但只存在于宝莱坞电影里。

 

nev0031
India is a global superpower in Mouth Cannons.

印度是全球“嘴炮超级大国”。

 

singstar7362
India lacks a real revolution from the bottom of the society. That was the key to the success of China.

印度缺少一场真正自下而上的社会变革。而这正是中国取得成功的关键。

 

Amitparashar14
It's time to invest in India..!!!

现在该投资印度了!

 

Raja‑bj3tz
Cannot compare with China China is a technological legend but India still a child need to travel a lot this is the fact
Now now China has a capable to challenge with any country across the globe including America don't forget that
As a Indian I tell the fact I do not underestimate my motherland home country but accept the fact
That will help to develop us

没法和中国比。中国是科技强国,印度还像个孩子,还有很长的路要走,这就是事实。

别忘了,如今中国有实力和包括美国在内的世界任意国家较量。

身为印度人,我讲实话。我不会看轻我的祖国,但要认清现实。认清现实,我们才能发展。

 

ommentsguy
"What worked for China may not necessarily work for India."

“在中国行得通的办法,放到印度未必奏效。”