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

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Manage episode 427144014 series 2774155
Content provided by Shruti Rajagopalan and Mercatus Center at George Mason University. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shruti Rajagopalan and Mercatus Center at George Mason University or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

111 episodes

Artwork
iconShare
 
Manage episode 427144014 series 2774155
Content provided by Shruti Rajagopalan and Mercatus Center at George Mason University. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shruti Rajagopalan and Mercatus Center at George Mason University or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

111 episodes

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