Interpreted Prediction
The speaker's thesis is that the shrinking middle class in India will lead to a smaller market for middle-class focused businesses, while luxury goods companies will benefit as the wealthy become even wealthier.
AI Evaluation Notes
To evaluate the prediction, I need to assess the performance of middle-class focused businesses and luxury goods companies in India since May 2025. I will use Google Search to gather data on market trends, company performance, and economic reports related to the middle class and luxury market in India.