Listen on The Move
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
Where to find Kevin Carter, EMQQ Global
Kevin Carter on Linkedin - https://www.linkedin.com/in/thekevintcarter/
EMQQ Global - https://emqqglobaletfs.com/
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