Zero to Infinity 183: Investing in Digital India - Trends for 2024
Jan 5, 2024
The podcast discusses India's growth trajectory towards becoming a $10 trillion economy by 2035, and the sectors expected to drive long-term growth. It also explores market dynamics, investment strategies, and predicts the rise of experienced founders and digital industrialists. Additionally, the podcast examines the positive outlook for India's public markets, the mismatch in the venture market, and investment opportunities in emerging sub-sectors such as gaming and EV supply chains.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Macro Perspective and Recovery Path
01:30 • 3min
Optimistic Outlook and Stellar Performance in India's Public Markets
04:05 • 2min
The Current State of Public Markets and Early-Stage Venture Market
05:55 • 16min
Bullish on the Secular Trend in Investing
21:31 • 10min
Investing in the Physical Real World and Speculating on Unicorn Growth
31:58 • 2min
Exploring Business Models and Investment Opportunities
33:29 • 2min
The Trend of Big Companies Getting Bigger in India
35:05 • 4min