{"id":1203,"date":"2025-05-08T16:58:00","date_gmt":"2025-05-08T16:58:00","guid":{"rendered":"http:\/\/6dec60f0-2b0a-4537-8089-d3464805ebaa"},"modified":"2025-06-01T18:16:02","modified_gmt":"2025-06-01T18:16:02","slug":"the-india-stack-the-case-for-investing-in-indias-booming-tech-sector-with-kevin-carter","status":"publish","type":"episode","link":"https:\/\/advisoranalyst.com\/podcast\/episode\/the-india-stack-the-case-for-investing-in-indias-booming-tech-sector-with-kevin-carter\/","title":{"rendered":"The India Stack: The Case for Investing in India's Booming Tech Sector with Kevin Carter"},"content":{"rendered":"

The most important tech story of the decade isn\u2019t in Silicon Valley\u2014it\u2019s unfolding in Mumbai, Delhi, and Bangalore. In Part 2 of our in-depth conversation, Kevin Carter, founder of EMQQ Global, reveals why India\u2019s digital transformation, powered by the India Stack<\/em>, is not only revolutionary\u2014it\u2019s investable.We dive deep into the megatrends fueling India\u2019s 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.”<\/em><\/p>\n

? CHAPTERS<\/strong><\/p>\n

00:00 \u2013 India\u2019s human capital and the reverse brain drain
\n02:00 \u2013 Startup boom: From 500 to 120,000 startups
\n05:00 \u2013 Modi\u2019s economic machete and $1T infrastructure plan
\n08:00 \u2013 The three megatrends redefining emerging markets
\n10:00 \u2013 The India Stack explained: Aadhaar, UPI, and digital identity
\n14:00 \u2013 Opening 800M bank accounts in 10 years
\n18:00 \u2013 Geo and the $12 smartphone revolution
\n20:00 \u2013 UPI: 16B instant transactions a month
\n22:00 \u2013 The death of cash: 95% to 20% in 7 years
\n24:00 \u2013 The trillion-dollar secret the world doesn’t know
\n27:00 \u2013 Quick Commerce: Blinkit, dark stores, and 10-minute delivery
\n34:00 \u2013 Zomato’s ecosystem and disruption beyond food
\n39:00 \u2013 India\u2019s small cap exuberance and retail options boom
\n43:00 \u2013 Companies to watch: MakeMyTrip, FirstCry, InfoEdge
\n46:00 \u2013 Kevin\u2019s final thoughts: Throw out the old EM model<\/p>\n

Where to find Kevin Carter, EMQQ Global<\/h4>\n

Kevin Carter on Linkedin – https:\/\/www.linkedin.com\/in\/thekevintcarter\/<\/a>
\nEMQQ Global – https:\/\/emqqglobaletfs.com\/<\/a><\/p>\n

#IndiaStack #EmergingMarkets #Fintech #DigitalIndia #UPI #Aadhaar #QuickCommerce #Blinkit #Zomato #EMQQ #KevinCarter #ModiEconomics #InvestInIndia #IndianStartups #DigitalTransformation #TechInvesting<\/p>\n","protected":false},"excerpt":{"rendered":"

The most important tech story of the decade isn\u2019t in Silicon Valley\u2014it\u2019s unfolding in Mumbai, Delhi, and Bangalore. In Part 2 of our in-depth conversation, Kevin Carter, founder of EMQQ Global, reveals why India\u2019s digital transformation, powered by the India Stack<\/em>, is not only revolutionary\u2014it\u2019s investable.nnnWe dive deep into the megatrends fueling India\u2019s 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.”<\/em>nnn? CHAPTERS<\/strong>nn00:00 \u2013 India\u2019s human capital and the reverse brain drainnn02:00 \u2013 Startup boom: From 500 to 120,000 startupsnn05:00 \u2013 Modi\u2019s economic machete and $1T infrastructure plannn08:00 \u2013 The three megatrends redefining emerging marketsnn10:00 \u2013 The India Stack explained: Aadhaar, UPI, and digital identitynn14:00 \u2013 Opening 800M bank accounts in 10 yearsnn18:00 \u2013 Geo and the $12 smartphone revolutionnn20:00 \u2013 UPI: 16B instant transactions a monthnn22:00 \u2013 The death of cash: 95% to 20% in 7 yearsnn24:00 \u2013 The trillion-dollar secret the world doesn’t knownn27:00 \u2013 Quick Commerce: Blinkit, dark stores, and 10-minute deliverynn34:00 \u2013 Zomato’s ecosystem and disruption beyond foodnn39:00 \u2013 India\u2019s small cap exuberance and retail options boomnn43:00 \u2013 Companies to watch: MakeMyTrip, FirstCry, InfoEdgenn46:00 \u2013 Kevin\u2019s final thoughts: Throw out the old EM modeln<\/p>\n

Where to find Kevin Carter, EMQQ Global<\/h4>\n

Kevin Carter on Linkedin – https:\/\/www.linkedin.com\/in\/thekevintcarter\/<\/a>nnEMQQ Global – https:\/\/emqqglobaletfs.com\/<\/a>n<\/p>\n

#IndiaStack #EmergingMarkets #Fintech #DigitalIndia #UPI #Aadhaar #QuickCommerce #Blinkit #Zomato #EMQQ #KevinCarter #ModiEconomics #InvestInIndia #IndianStartups #DigitalTransformation #TechInvesting<\/p>\n","protected":false},"author":1,"featured_media":1204,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"categories":[18],"tags":[],"_links":{"self":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1203"}],"collection":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode"}],"about":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/types\/episode"}],"author":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/comments?post=1203"}],"version-history":[{"count":1,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1203\/revisions"}],"predecessor-version":[{"id":1214,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1203\/revisions\/1214"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media\/1204"}],"wp:attachment":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media?parent=1203"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/categories?post=1203"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/tags?post=1203"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}