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"RBI has made sure that the bond market is overvalued your retail market has ensured that the equity market is overvalued now where do you want me to bring the money in" - Anonymous Foreign Portfolio Investor (quoted by Ananth Narayan) [00:20:55]
"There is financial repression in India which is a very fancy term for saying that the return that you and I get from…
"I firmly believe that every crisis is a wake-up call... I believe this is our wakeup call to say that is it time to electrify our economy end to end and really make India an electro state." - Pratik Agarwal [00:03:05]
"The forecast is in the next 20 to 50 years, 10% of incremental capex will go into digital and software because what are we doing? We're just building…
"when he introduced us to the teachings of Warren Buffet, Charlie Munger, and Benjamin Graham, that is when it just clicked for me... it was intuitive to me. I believe in this kind of investing and this is what I want to do." - Rukun Tarachandani [00:04:27]
"we've been extremely clear that we will invest only when from a bottom-up perspective…
"Startup India—you've literally made starting a company now something that people actually look forward to." - Pratham Mittal [00:00:00]
"I went to the Prime Minister and he made me do this presentation again and again... had that not happened, Paytm wouldn't have happened, Razorpay wouldn't have happened, Zomato wouldn't have happened, Ola wouldn't have…
"The essence of what you asked goes back to understanding what you own. That's the definition in my mind of risk. If you don't know what you're doing, you're taking risk." - Sanjoy Bhattacharyya [00:05:11]
"One of the things—and this I find absolutely shocking in India—is in India no one ever talks about selling. Selling is less than 2% of the time…
Overview: The Great Consumption Shift The comprehensive report by Kotak Mutual Fund, titled "The Great Consumption Shift: How a billion Indians changed what they buy and what it tells us about who is winning," highlights a structural overhaul of the Indian household budget. The traditional Indian consumption story—historically centered on basic necessities and traditional aspirational goods—is rapidly…
The report dives deeper into: • How technology ecosystems evolved across the US, China, South Korea, and India • Which segments within India’s New Age Tech ecosystem could be structurally positioned for growth • What data reveals about e-commerce, quick commerce, food delivery, travel tech, logistics, and edtech • What history teaches us about identifying long-term technology leaders before they become market…
"whenever there is an adversity resilient companies or strong companies become stronger and weaker weak companies become weaker" - Saugata Gupta [00:02:40]
"talent is a resource money is a resource capital is a resource but even management bandwidth or time is a big resource" - Saugata Gupta…
"If at a certain stage of growth capital is in shortage and labor is in surplus, which is where we are now, inequality tends to rise." - Neelkanth Mishra [00:10:41]
"India and China are trying to cover the distance from lower middle income to upper income in about 60 years... a distance which was covered by the developed world in about 150 to 200…
"Because we are not letting the prices adjust, what is happening is quantities are adjusting... foreign investors are continuing to take money out of the Indian financial markets, they have taken out about $21 billion since the war started." - Rajeshwari Sengupta [00:09:19]
"How can you compete in the 26th year of the 21st century by laws that were…
Industrial AI is rapidly moving from experimentation to a core driver of competitiveness in India’s manufacturing sector. As companies navigate rising costs, labour constraints, and increasing pressure on efficiency, AI-led solutions are enabling meaningful gains in productivity, quality, and operational resilience. Early use cases across predictive maintenance, automated inspection, and energy optimization are…
Brief Overview
In an AI-driven world where chips are recognized as critical national infrastructure, India is shifting from a global IT back-office to an advanced deep-tech and hardware powerhouse. The article argues that instead of chasing hyper-expensive, bleeding-edge manufacturing (like 2nm fabs), India’s winning strategy lies in a "fabless-first" and advanced packaging (OSAT) model optimized for…
India’s Fintech Evolution and the Road to 2047.
Download: Report
"There are two scenarios today in the world... the recent history of the world which is the last 80 years 1945 to 2025/26... and the second scenario is the world for the entire history before 1945." - Uday Kotak [00:02:11]
"Who out of any of us would have thought that the control of a strait in the Middle East will make the east of the Middle…
"So we were a 100 crore brand when we went offline because it was like the first time for me also to run such a big team." - Anurag Kedia [00:00:00]
"Pilgrim is a traveler going from place to place, country to country, searching for the best beauty secrets from around the world and bringing them to India to Indian audiences at India friendly…
"2,300 years before John Nash sat down at Princeton and wrote the 27-page thesis that would win him the Nobel Prize in economics... a man in Pataliputra wrote the same theorem. Not a similar idea, not a philosophical forerunner—the actual theorem." - Ronny [00:00:00]
"He names the players in the system... entirely by their structural relationship to…
"At best development is one of the six or seven factors which win you elections... for states which recorded an average growth rate of more than 8% a year over a 5-year term, the chances that the incumbent would get reelected... were 50%." - Ruchir Sharma [00:08:38]
"The opposite of love is not hate, it is indifference... today it's just indifference.…
"There are only two kinds of companies in the world those who are conquering with AI and everybody else." - Srikanth Velamakanni [00:04:46]
"We are in that world of triple exponential scaling where we are scaling with pre-training... supervised finetuning... and inference time compute." - Srikanth Velamakanni…
"In India capital is very expensive and time is cheap so we chose a business model which had an installed capacity of a form factor which had tremendous amount of excess capacity..." - Kunal Khattar [00:09:40]
"Rapido's already solved the two-sided marketplace... food delivery is a three-sided marketplace... they've already done 90% of the…