Which sectors will drive the future economic growth in India?
The future India growth story will come from 3 sectors – Cleantech, Hardware, and Healthcare.
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Feb 152 min read
What is the impact of AI on the Indian SaaS startups?
AI might derail the Indian SaaS story because founders don't know how to leverage AI to enhance their SaaS offerings.
Mar 15, 20231 min read
When will India escape extreme poverty ($1.90 / Person / Day)?
World Data Lab has created a World Poverty Clock for all countries with extreme poverty. It tracks the number of extremely poor (both men...
Feb 13, 20232 min read
What will drive Indian growth over the next few years?
The 4Ds – Demographics, Digitalisation, Decarbonisation, and Deglobalisation will make India an $8T economy by 2030.
Jun 6, 20222 min read
Venture Capital vs Thrasio model for D2C brands
Raising capital is much more difficult than selling to D2C rollups. If can grow 10–20x with more capital, VC investment is the way forward.
May 24, 20212 min read
How much money do you need to be rich in India?
You need $60,000 in net wealth (Assets – Liabilities) to be in the top 1 % of India which is 32 times the GDP/Capita in India.
Apr 30, 20213 min read
India strategy for the world's highest-valued startups
The biggest startups will become more global with time. Then more global unicorns will come to India & Indian unicorns will expand outside.
Mar 15, 20212 min read
30-year economic boom for big economies
Between 1991 and 2019, the GDP per Capita in India grew by 7x.
Sep 14, 20206 min read
Where is India headed?
India's GDP per capita could be US$ 8,000 or 9,000 in 2050, but it would be equivalent to 5,100 in 2020 US$.
Aug 10, 20208 min read
India – punching above its weight?
India's Wealth per capita is the same as Iran's while Iran's per capita GDP is two and half times that of India.
What explains this?
Jul 8, 20196 min read
Co-living and Student housing in India
The Indian co-living industry has a place for multiple players because of its size. One company can't capture the entire market.
May 13, 20192 min read
Is the Indian economy overleveraged?
Despite fears of high debt, India's external debt to GDP ratio is the lowest amongst emerging markets after China.
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