Return on India

Romeen Sheth - Reviewing India’s Opportunity - [Return on India, EP.11]


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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.

 

Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.

 

Follow us on Twitter: @RomeenSheth | @joincolossus


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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