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 GlobalKevin Carter on Linkedin - https://www.linkedin.com/in/thekevintcarter/

EMQQ Global - https://emqqglobaletfs.com/
#IndiaStack #EmergingMarkets #Fintech #DigitalIndia #UPI #Aadhaar #QuickCommerce #Blinkit #Zomato #EMQQ #KevinCarter #ModiEconomics #InvestInIndia #IndianStartups #DigitalTransformation #TechInvesting

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