The report is 132 slides long, divided into two sections, India and Indus Valley. It has about thirteen different subsections, each covering a different part of India's story, chock full of charts
This video is a companion guide that you can refer to in order to better understand the charts and the story behind them. In the video, Sajith Pai, Anurag Pagaria and Nachammai Savithiri walk you through each part, highlighting what each section covers, and why they think it is important.
Link to the report - https://bit.ly/indusvalleyreport2024
00:00 - Intro
02:00 - Unpacking India’s GDP
03:50 - Why does India underinvest, or understanding GFCF
15:40 - Understanding India through consumption
36:40 - India’s rising equity market
41:35 - Exponential rise of personal loans
47:30 - How India exports its people, culture and talent
53:10 - Digital Public Infrastructure and its impact
59:00 - Unpacking India’s Venture Market
1:08:10 - India’s booming IPO market
1:12:30 - Digital Native Brands
1:22:30 - Deeptech and ISRO’s impact on spacetech firms
1:25:00 - Fintech and how it is evolving
1:30:00 - Indus Valley playbooks
Blume Day 2024 Videos - https://youtube.com/playlist?list=PL4kG4IU_1GtfgfJTw6oYWYvIdQv3KztvN&si=5TtwWTpq9Y1dccRT
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