Possible scenario
Industrial Policy Pays
18% Chance
India uses the stronger growth backdrop to accelerate semiconductor, advanced electronics and AI-infrastructure incentives. The 2022 chipmaking push gains credibility as foreign partners and domestic groups commit to more manufacturing capacity.
Initial impacts
- Market volatility Down
Secondary impacts
- Technology +0.8%
- Industrials +0.8%
- Non-Energy Materials +0.4%
Tickers
- +0.4%
Portfolio impact
S&P 500+0.5%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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