The most important tech story of the decade isn’t in Silicon Valley—it’s unfolding in Mumbai, Delhi, and Bangalore. In Part 2 of our in-depth conversation, Kevin Carter, founder of EMQQ Global, reveals why India’s digital transformation, powered by the India Stack, is not only revolutionary—it’s investable. We dive deep into the megatrends fueling India’s internet economy, explore explosive business models like 10-minute delivery, and uncover why investors are missing one of the greatest untold tech stories of our time. As Kevin puts it: "There's no developed or emerging country with anything like this... and the world has no idea it exists." 👇 CHAPTERS 00:00 – India’s human capital and the reverse brain drain 02:00 – Startup boom: From 500 to 120,000 startups 05:00 – Modi’s economic machete and $1T infrastructure plan 08:00 – The three megatrends redefining emerging markets 10:00 – The India Stack explained: Aadhaar, UPI, and digital identity 14:00 – Opening 800M bank accounts in 10 years 18:00 – Geo and the $12 smartphone revolution 20:00 – UPI: 16B instant transactions a month 22:00 – The death of cash: 95% to 20% in 7 years 24:00 – The trillion-dollar secret the world doesn't know 27:00 – Quick Commerce: Blinkit, dark stores, and 10-minute delivery 34:00 – Zomato's ecosystem and disruption beyond food 39:00 – India’s small cap exuberance and retail options boom 43:00 – Companies to watch: MakeMyTrip, FirstCry, InfoEdge 46:00 – Kevin’s final thoughts: Throw out the old EM model
Kevin Carter on Linkedin - https://www.linkedin.com/in/thekevintcarter/ EMQQ Global - https://emqqglobaletfs.com/
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