Omni DX (Digital Transformation)
Strategy Rationale
- The Digital Transformation (DX) impact on the Global economy to be worth over $100 trillion (World Economic Forum) with high double-digit growth rate.
- Provides exposure to USD and EUR based revenue, providing a hedge against Rupee depreciation.
- Indian tech companies have access to the largest pool of digital talent and capability to hire and train them for delivering DX projects across the Globe and across industries.
- DX is a mega-theme that is transforming the global economy while disrupting many conventional industries. The transformation will continue over the next couple of decades.
- A SuperNormal Portfolio of Indian Technology companies enabling global enterprises to accomplish their digital transformation (DX)
How to Invest
Via smallcase Platform
https://omniscience.smallcase.com/smallcase/OMNMO_0006
Strategy Resources
YouTube Videos
- Brief introductory video (03-Oct-21 : 8 Mins) (190) Thematic Investing in the $100 Trillion Digital Transformation-Omni DX - YouTube
- Deep Dive video (06-Nov-22 : 31 Mins) (190) Golden Cloud and the Silver Lining - YouTube
Research Reports
Media Coverage
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