Return on India
Episode 11 Reviewing India’s Opportunity
Return on India

Episode 11: Reviewing India’s Opportunity

Return on India

Episode 11

Reviewing India’s Opportunity

Romeen Sheth is the host of Return on India. We talk at a high level about our favorite lessons in the series, some great behind the scenes moments across the project, and what Romeen will be monitoring from here.


(00:02:04) - [First question] - Three concepts on the series that stood out most to Romeen

(00:07:25) - How India reflects the US in surprising ways

(00:09:32) - The effects of US and global venture slowdowns on the Indian startup economy

(00:13:48) - The importance of the India Stack and other infrastructure

(00:18:06) - Key takeaways from individual startups on the series

(00:22:16) - Major changes, trends, and constants in Indian consumer behavior

(00:27:27) - How Indian companies build trust and longevity in their consumer bases

(00:31:10) - Ways in which startups can address India’s largely untapped consumer market

(00:37:25) - How he thinks about tracking and studying the rapidly growing Indian ecosystem

(00:39:23) - The bull case and bear case he projects for the Indian economic engine

Reviewing India’s Opportunity

Introduction

Matt
This is Matt Reustle. And for this season's final episode, we decided to flip the table and interview Romeen, we talk at a high level about our favorite lessons in the series, some great behind-the-scenes moments across the project and what Romeen will be monitoring from here. Please enjoy this conversation with Romeen.

Key takeaways from the series

Matt
All right. Romeen, it's time for some reflection on the series. For me personally I started with next no knowledge on India and there were countless facts that made it such a fascinating market to cover, famously overtook China last year as the largest population with over 1.4 billion people, fastest growing of the major world economies, but it was really the nuances to that data that really stood out to me and was enjoyable to learn about in our prep process, but also through all these conversations, little details, like just over 20% of India's population is actually transacting online. So I'll turn it over to you across all of the prep work that went into these conversations and then the conversations themselves, what really stood out most to you?

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