Return on India

Business India Investing The Energy Mixx October 22, 2024

Return on India

Return on India is a deep dive investing series covering one of the most populous and promising economies in the world. Through conversations with central figures in Indian business, Return on India investigates the past, present and future as we explore India’s investment case. This is a country filled with nuance, contradictions and ambition for the future and we are excited to share why the next decade looks so promising for India. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.

This is Matt Reustle, and for this season’s final episode we decided to flip the table and interview Romeen. We talk at a high level about our favorite lessons in the series, some great behind-the-scenes moments across the project, and what Romeen will be monitoring from here. Please enjoy this conversation with Romeen.

For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.

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Return On India is a property of Colossus, LLC. For more episodes of Return On India, visit joincolossus.com/episodes.

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Show Notes

(00:02:04) – [First question] – Three concepts on the series that stood out most to Romeen

(00:07:25) – How India reflects the US in surprising ways

(00:09:32) – The effects of US and global venture slowdowns on the Indian startup economy

(00:13:48) – The importance of the India Stack and other infrastructure

(00:18:06) – Key takeaways from individual startups on the series

(00:22:16) – Major changes, trends, and constants in Indian consumer behavior

(00:27:27) – How Indian companies build trust and longevity in their consumer bases

(00:31:10) – Ways in which startups can address India’s largely untapped consumer market

(00:37:25) – How he thinks about tracking and studying the rapidly growing Indian ecosystem

(00:39:23) – The bull case and bear case he projects for the Indian economic engine

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