1 filters applied
GeopoliticsGlobal power, conflict, and policy intelligenceShowing 24 of 72
Global power, conflict, and policy — the stories reshaping the world order.
GeopoliticsShowing 24 of 72
> "For FI27 the total defense budget is stated as 7.9 trillion INR... this is roughly about 2% of the total GDP." - **Vikas** [[00:01:08](https://youtu.be/zXPgaRLvyqs?si=ToYB8Wn6HWK7W_hN&t=1m8s)] > "US has in absolute terms a little shy of a trillion dollar budget spending... out of the total $2.6-2.7 trillion of the total global defense budget." - **Vikas**…
*Keynote Slides | Digital India: Fueling India’s Consumption Story | Address by Nandan Nilekani #FiresideVentures*
*India Insights by IndiaQuotient (March 2026) #Report*
"For FI27 the total defense budget is stated as 7.9 trillion INR... this is roughly about 2% of the total GDP." - Vikas [00:01:08]
"US has in absolute terms a little shy of a trillion dollar budget spending... out of the total $2.6-2.7 trillion of the total global defense budget." - Vikas…
Keynote Slides | Digital India: Fueling India’s Consumption Story | Address by Nandan Nilekani #FiresideVentures
"Every morning is a new headline and how one should deal with it. Sometimes the best thing is not to do anything about it." - PD Singh [00:04:07]
"I think we have the smartest businessmen in the world because they have picked really the right timing and the right price for some of the assets they picked up." - PD Singh…
"this two shall pass and uh we clearly had no inkling of what president trump will tweet but that one tweet i think has improved has changed things" - Prashant Jain [00:03:06]
"if you absorb 30 40 billion dollars of selling and you are down only 10%... it tells you a lot how resilient these markets have become apart from the economy" - **Prashant…
India’s Coffee Inflection Report by Prath Ventures
Executive Summary
India has emerged as a major bright spot for global Limited Partners (LPs) in private markets, contrasting with the broader investment contraction across the Asia-Pacific (APAC) region. Driven by strong macroeconomic fundamentals, a slowdown in China, and solid exit performances, India has become the top-ranked private-market destination in APAC. However, to sustain this momentum, India must…
Overview
This is QED Investors' assessment of India's fintech and financial services landscape after six years in the market. With 8 investments and $220M+ deployed, QED offers a grounded, practitioner's view — not a distant observer's take. The report is structured across five parts: why India matters, what makes it distinctive, QED's approach, portfolio proof points, and the next chapter.
**Part I: Why…
India Dispatch: The value of gold held by Indian households nearly doubled in under a year, rising from $2.8 trillion in March 2025 to $4.8 trillion by January 2026. It now stands at 175% of the combined value of household deposits and equity.
This might not have much of an impact on consumption, however. Households earning under INR 500,000 annually hold nearly 70% of all household gold stock, and those…
"If the Strait of Hormuz stays closed for more than four weeks, I think the world goes into recession." - Neelkanth Mishra [00:09:13]
"Compared to any other time in the past we are the best prepared to handle a crisis like this. Low fiscal deficits, slack in the economy, inflation is low, RBI sitting on reserves." - Neelkanth Mishra…
Note: The presentation has images. Do watch it for better comprehension.
"Sanskrit is really sometimes been dubbed the most scientifically organized language of all time with a noun system that has eight cases three genders and three numbers." - Clemency Montelle [00:03:09]
"If you write something in a book and you lose the book you're finished…
"once you see... it's everywhere... at its essence what is paint... it's a mixture of naturally found and manufactured substances" - Rohin Dharmakumar [00:02:37]
"painters are the the influencers of this industry right absolutely you i mean i think that word there was literally you know someone who said that this is an influencerled market" -…
"The story of Asian Paints is not just the story of a company which is once in a generation it's possibly the story of a company which is once in a nation's lifetime." - Rohin Dharmakumar [00:03:16]
"Being a trader or vapari is only a small part of our identity most Gujarati are shopkeepers not entrepreneurs or industrialists and we are…
"The idea that a rival economic power would not choose to build up its military and contest the number one power but instead accept a kind of subordinate status in which it subcontracts its foreign policy to the number one country is not only unheard of but violates every tenant of international relations theory." - Fareed Zakaria [00:12:52]
…
"The world order which was set after the second world war is clearly crumbling which is why you're seeing all this geopolitical turmoil... We are back in 1930s. There is a 1940s in the coming decade in front of us." - Manish Chokhani [00:35:22]
"I truly do believe that this is the best place in the world to be a true spiritualist... you have to…
"we already come through the rough So maybe it's just a time correction that you're looking at and post that life should be quite easy" - Kenneth Andrade [00:01:58]
"a doomsday scenario is when your population stops growing and actually starts declining And I think that's that's the biggest problem that us not us as a country but us us as a specy…
"this market reminds one of a kangaroo market - one day it is up when President Trump announces positive thing about war and it becomes a bear market when President Trump announces something negative" - Nilesh Shah [00:00:22]
"we are witnessing a perfect storm - tariff, Middle East conflict, crypto meltdown, private credit market meltdown and yen…
"Just when we thought that we are done with issues regarding trade and tariff we're now besotted with another major geopolitical event on our hands and that is the war between US Israel and Iran." [00:00:31]
"Unless and until the Strait of Hormuz is left free for oil trade to flourish like it was before the war we may still have some risks and…
"We need to electrify and in fact power demand has to accelerate for us to be energy self-sufficient we don't have oil we don't have gas what we have is coal right and lots of sunshine right" - Nikhil Nigania [00:03:57]
"Our transmission network is better than US which many people find surprising but it is still lagging renewable capacity…
India’s private markets: The global limited partner view (March 11, 2026) #McKinsey
"Sadly we've come at the tail end of the glorious bull market in equities where post 1990 you got 35 years of one-way bull market... When the paradigm changes, you can't invest for the long term when there's a change in the rules of the game." - 00:00:00
"If you're sitting on these 50-60 PE stocks, I think stop dreaming. You've made your money, take it and…
"I've always thought India is structurally the most attractive equity market in Asia if not the world." - Christopher Wood [00:04:09](https://www.youtube.com/watch?v=nqkW0X8Vzdo&t=4m9s)
"The stock market has spent the last three years celebrating the AI capex arms race. My view all along has been the best way is to invest in the people being paid for the capex, not the people spending the capex." -…
India: From ambition to action (Jan 2026) | A curation of McKinsey insights about the world’s fastest-growing economy
India Insights by IndiaQuotient (March 2026) #Report
![Intermission E01 - Asian Paints [Part 2] | The Ken](https://i.ytimg.com/vi/5ypJilevyl8/hqdefault.jpg?w=3840&q=75)
![Intermission E01 - Asian Paints [Part 1] | The Ken](https://i.ytimg.com/vi/o64I_q5c7Fk/hqdefault.jpg?w=3840&q=75)
