In a conversation with Sandeep Singh, of the Indian Express Sokoloff discussed the promising future of the Indian economy and markets. He highlighted that in 2017, 13D Research predicted that the Indian stock market would be the best-performing market globally over the next decade, a prediction that is currently unfolding.
Sokoloff attributes India’s economic momentum to excellent leadership, ppraising Prime Minister Narendra Modi for bringing the underground economy into the formal sector, improving tax collection, and building infrastructure. He also highlighted the significance of India’s widespread adoption of fintech, which has provided hundreds of millions of people with access to bank accounts and digital payments. Sokoloff sees this as part of a historical cycle where different regions rise to prominence, and he believes it is now India’s time.
In a broader global context, Sokoloff sees India as having a unique opportunity to lead, especially given the current geopolitical uncertainties such as the U.S.-China trade war, the Russia-Ukraine conflict, and the economic slowdown in China.
Key Points of the discussion:
His optimistic view of India’s future is based on both its internal developments and its potential role in the global economy. India is poised for significant long-term economic growth, driven by excellent leadership, high adoption of new technologies, and a population with ambition and excitement. The Indian stock market is expected to outperform global markets over the next decade.
Infrastructure development, manufacturing, banking and retail sectors present significant investment opportunities in India he posits.
Sokoloff urges India to focus on adopting AI faster and better in terms of usage than than other countries while being aware of the inherent risks of potential job losses, disinformation, and concentration of power among a few dominant companies.
Last updated: December 26th, 2025
