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Sajith Pai Unpacks the 2024 Indus Valley Annual Report and the Changing Indian Consumer

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Conteúdo fornecido por Shruti Rajagopalan and Mercatus Center at George Mason University. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Shruti Rajagopalan and Mercatus Center at George Mason University ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Today my guest is Sajith Pai, who is a partner at Blume Ventures and he is a long-time media executive turned VC. At Blume, Sajith supports investments in media, ed tech and e-commerce, while simultaneously helping Blume building a research and knowledge platform.

We spoke about the 2024 Indus Valley Annual Report. written by Sajith and his co-authors, Anurag Pagaria, Nachammai Savithiri both at Blume Ventures; the many countries that make up the country of India; bifurcated between India1, 2, and 3; gross fixed capital formation, fintechs, the consumption led boom that India is experiencing, the space industry, and much more.

Recorded June 25th, 2024.

Read a full transcript enhanced with helpful links.

Connect with Ideas of India

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Timestamps

(00:00:00) - Intro (00:09:16) - Private Consumption and Fixed Capital Formation

(00:14:15) - Gross Fixed Capital Formation (00:22:39) - Regime Uncertainty (00:26:51) - The Indian Consumer (00:35:10) - Bottlenecks and Reforms (00:42:18) - Mutual Funds Savings Model (00:47:33) - Path from Seed to IPO (00:55:40) - India's Foreign Investors

(01:00:57) - India's Fintechs

(01:11:09) - Space Tech in India

(01:17:36) - What's on Pai's Bookshelf?

(01:23:39) - Outro

  continue reading

117 episódios

Artwork
iconCompartilhar
 
Manage episode 427144014 series 2774155
Conteúdo fornecido por Shruti Rajagopalan and Mercatus Center at George Mason University. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Shruti Rajagopalan and Mercatus Center at George Mason University ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Today my guest is Sajith Pai, who is a partner at Blume Ventures and he is a long-time media executive turned VC. At Blume, Sajith supports investments in media, ed tech and e-commerce, while simultaneously helping Blume building a research and knowledge platform.

We spoke about the 2024 Indus Valley Annual Report. written by Sajith and his co-authors, Anurag Pagaria, Nachammai Savithiri both at Blume Ventures; the many countries that make up the country of India; bifurcated between India1, 2, and 3; gross fixed capital formation, fintechs, the consumption led boom that India is experiencing, the space industry, and much more.

Recorded June 25th, 2024.

Read a full transcript enhanced with helpful links.

Connect with Ideas of India

Follow us on X

Follow Shruti on X

Follow Sajith on X

Click here for the latest Ideas of India episodes sent straight to your inbox.

Timestamps

(00:00:00) - Intro (00:09:16) - Private Consumption and Fixed Capital Formation

(00:14:15) - Gross Fixed Capital Formation (00:22:39) - Regime Uncertainty (00:26:51) - The Indian Consumer (00:35:10) - Bottlenecks and Reforms (00:42:18) - Mutual Funds Savings Model (00:47:33) - Path from Seed to IPO (00:55:40) - India's Foreign Investors

(01:00:57) - India's Fintechs

(01:11:09) - Space Tech in India

(01:17:36) - What's on Pai's Bookshelf?

(01:23:39) - Outro

  continue reading

117 episódios

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