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

Ideas of India

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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.

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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

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