Investment advisors have been selling the potential of 100 crore Indian consumers to investors across the globe for the past 20 years with excellent success – for the advisor. But, investing in that potential has always led to investor gloom and doom. The potential was always there but somehow India always found a way to […]Read More Gir’s Sons have India Roaring, on the Cricket Pitch… and Off it Too!
Over the last 3 weeks, I attended 3 family office conferences, where I was one of the very few Indian (India-based) family offices/venture capitalists representing our nation. At these events, I noticed that many global investors are keen on investing money in India, but sceptical from having burnt their fingers the last time around. Some […]Read More Rewriting the India Investment Narrative
The Indian wallet is growing larger. A recent estimate predicts that the per capita income for India will rise to $4,000 by 2030 from the current figure – $1,650. The consumption habits, as well as the points of consumption, will undergo significant transformation due to 3 major factors i.e. better supply chain infrastructure, ease of […]Read More PSA: On the lookout for Consumer Brands
While attending the Web Summit in Lisbon I met Pranjal Sharma, the author of Kranti Nation: India and the Fourth Industrial Revolution, for breakfast. As passionate students of economics, innovation & start-ups we immediately got engaged in deep conversation about Indian consumer’s behavioural shift and how that was significantly changing the start-up ecosystem in India. […]Read More Book Review: Kranti Nation: India and the Fourth Industrial Revolution
The verb “cross subsidize” as defined by the Oxford dictionary is “Subsidize (a business or activity) out of the profits of another business or activity.” But what happens if that industry is facing the awesome prospect of losing $27 billion per year from 2017 onwards as reported by the World Bank? To put the number […]Read More Cross Subsidy Surcharge: A Dacoit in Robinhood’s Clothing