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Sunday, February 22, 2026

I Watched China Rise. Why India’s Next Move Is 10X More Powerful

 

India’s rise is no longer a quiet story in the shadow of China—it’s a transformation that some analysts now call “10X scarier” because of how different, diversified, and democratic it is. The video “I Watched China Rise. What India’s Doing is 10X Scarier” captures this sentiment: someone who watched China’s rapid growth up close now believes India’s trajectory could be even more disruptive for the global balance of power, business, and geopolitics.

India vs China: Two Very Different Growth Stories

China’s rise over the past four decades was driven by a state-led, export-heavy, manufacturing-first model under an authoritarian system. India’s playbook is more complex:

  • A noisy democracy with elections, free media, and public debate.

  • A service and tech-driven economy with a strong digital backbone.

  • A younger population that is still moving through its “demographic dividend” years.

What makes India “scarier,” in the positive sense, to some observers is that it is combining:

  • Scale (1.4+ billion people),

  • Speed (among the world’s fastest-growing large economies), and

  • Systems (digital public infrastructure like UPI, Aadhaar, and India Stack)

in a way that could reshape global supply chains, markets, and even geopolitical alliances.

The Economic Momentum: From “Potential” to Take-Off

For years, India was called “the country of the future.” Now, the data suggests that future has started to arrive.

  • The IMF projects India’s real GDP growth above 6% in the near term.

  • Reuters notes India is entering the “rapid take-off” phase of the S-curve—urbanisation, industrialisation, and rising household incomes converging over several decades.

  • Researchers estimate India’s per-capita GDP growth could outpace China’s by around 3.5 percentage points a year through 2045.

This means India isn’t just growing—it’s catching up. Over time, that changes where companies invest, where supply chains move, and which consumer market becomes most attractive.

Demography and Talent: India’s Young Edge

Another theme behind the “10X scarier” framing is demographics. While China’s population has started to age and even shrink, India remains relatively young.

  • A huge base of working-age people is entering the labor market.

  • India is already a global hub for IT services, startups, and digital skills.

  • English proficiency and a strong diaspora give India soft power in tech, media, and business networks worldwide.

When you combine youth + tech + global connectivity, you get a talent engine that can power not just India’s economy but also the world’s digital transformation.

Strategic and Geopolitical Confidence

The video’s title hints at more than economics—it’s also about strategic behaviour. Recent years have shown a more assertive India:

  • Standing firm in border standoffs, signalling it will not remain a passive regional player.

  • Deepening ties with the US, QUAD partners, and other Indo-Pacific democracies to balance China’s influence.

  • Offering itself as a “China-plus-one” destination for manufacturing and investment.

For countries wary of over-dependence on China, India looks like the only other player with comparable scale—but with a democratic system and rule-of-law framework that many investors find more reassuring.

Digital India: Why the World Is Watching Closely

One of the most underappreciated parts of India’s story—and often highlighted in such videos is its digital public infrastructure:

  • UPI: a real-time payments system handling billions of transactions monthly.

  • Aadhaar: a biometric identity layer linked to services and subsidies.

  • India Stack: open digital rails that startups and enterprises can build on.

This model—sometimes called “digital public goods”—is being studied and emulated by other developing countries because it shows how a large, diverse democracy can leapfrog into a highly connected, cash-light, app-driven economy.

From a global perspective, that’s “scary” in the sense that it gives India:

  • A competitive edge in fintech, gov-tech, and digital inclusion.

  • A template it can export as soft power to the Global South.

The Human Side: Why This Matters for Ordinary People

Beneath the big numbers and geopolitical talk, this story is about aspiration:

  • Millions of young Indians entering universities, startup ecosystems, and new industries.

  • A growing middle class demanding better infrastructure, services, and opportunities.

  • Entrepreneurs building for both India and the world, from SaaS companies to content creators.

The video’s perspective is essentially a wake-up call: if you are still looking at India as just a “low-cost back office,” you are decades out of date. India is shaping up to be a frontline player in technology, manufacturing, climate solutions, and global governance.

Balanced Reality: Strengths and Challenges

A mature view acknowledges both sides:

  • Real strengths: growth momentum, demographics, digital infrastructure, democracy, and increasing strategic confidence.

  • Serious challenges: inequality, job creation, education quality, infrastructure gaps, bureaucracy, and regional disparities.

The “10X scarier” idea doesn’t deny these issues. Instead, it says: even with these frictions, India’s trajectory is powerful enough to reshape Asia and the world.

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