123: Investing in India, VC vs. Bootstrap & Immigrant Hustle w/ Romeen Sheth
Not Investment Advice
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The Value Capture of Indian Companies
The value capture that's there for like, for investing in Indian companies is looking at basically these native use cases. The real opportunities are not going to come from just trying to put a Western model on them. Almost 20% of the world's gold is actually held by Indian retail consumers. Indians will spend 10 to 20 times their annual earnings on weddings. They're very careful with their money and constantly trying to save money.
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