The Indian Consumer: A CFO or CML?

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The Indian consumer base itself is not deep enough from a wallet perspective to spend the loads of money, right? So in America, you can build one individual idea and go into a consumer. In India, that's just camp,. that's not the case based on the India for, like, the four categories of India we were talking about earlier. The biggest businesses in India are very much built by large conglomerate companies such as Tata or Reliance.

Romeen Sheth joins the NIA boys to discuss Investing in India, VC vs. Bootstrap, Immigrant Hustle and much more

Timestamps:

(00:00:00) - Intro
(00:03:16) - Romeen’s Backstory
(00:10:34) - India Deep Dive
(00:20:58) - How to think about India
(00:25:31) - Framework for Investing in India
(00:35:14) - The Indian Consumer
(00:45:13) - India and Crypto
(00:50:52) - Return on India Breakdown
(01:09:04) - VC vs. Bootstrap
(01:15:37) - AI Proof Businesses

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