Anyone can become Warren Buffett — with discipline and patience
Agrawal, often called India’s Warren Buffett, says that successful investing is not about luck, but consistency.
“Anybody can become Warren Buffett — you just need drive and discipline. Buffett made mistakes, learned from them, and evolved. That’s what great investors do.”
He added that India today offers the same wealth compounding opportunity the US did decades ago — a once-in-a-lifetime chance for disciplined investors to build enduring wealth.
India’s $32-trillion dream is taking shape
Agrawal believes India’s next 25 years will define its destiny.
“We’re a $4 trillion economy today. By 2040, we’ll hit $16 trillion. By 2047–48, we’ll reach $32 trillion GDP. It sounds big — but it’s absolutely possible.”He points out that over the past 25 years, India’s GDP grew 9% in dollar terms, while market capitalization compounded at 13% annually.“If we maintain even similar growth, India’s stock market will keep compounding at 15–16% nominal growth for decades,” he said.
Agrawal calls this vision ‘Viksit Bharat’ — a developed India with a developed capital market.
FIIs may sell, but India is still the winner
While global investors (FIIs) have been pulling money out of India recently, Agrawal remains unfazed.
“Why worry about FIIs selling? That’s their loss, not ours. I’ve chosen to stay here — this is where the compounding happens.”
He noted that India and the US are the only two markets in the world that have compounded wealth consistently.
“In the next 25 years, I’d rather bet on India’s compounding story than on the US,” he said confidently.
GST cuts and credit growth will fire up the economy
Agrawal sees GST rationalization, direct tax relief, and credit expansion as the next big catalysts for India’s growth story.
“The GST cut is a major consumption booster. More money in people’s pockets means higher demand, especially in autos, insurance, and consumer goods,” he said.
He also highlighted how credit growth, a key driver of GDP, is reviving after being suppressed last year.
“When credit growth rises from 8% to 14–15%, GDP will accelerate automatically. That’s the next wave.”
He expects the impact of these reforms to show up in corporate earnings by early 2026. “Once earnings rise 20–30%, markets will follow. Valuations will justify themselves,” he added.
Banks, NBFCs, and consumers will lead the charge
According to Agrawal, the revival will first show up in banks, NBFCs, and consumer sectors.
“Dealers are reporting stockouts post-GST cuts. The December quarter could surprise positively,” he said.
He believes India’s growth momentum is solid, even as global markets wobble. “Markets are impatient, but India’s fundamentals are strong — inflation is under control, and reforms are working,” he noted.
Don’t look at the peak — just take the next 10 steps
Agrawal offered timeless advice to investors.
“When you climb the Himalayas, don’t look at the peak — just take the next 10 steps. Stay disciplined, keep investing, and the summit will come.”
His message is clear — India’s best compounding years are ahead, and patient investors will be the biggest winners.
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