“2021 has been a year of the Indian consumer. Several D2C brands and e-commerce marketplaces saw sales volume that was beyond what they had intentionally planned. These volumes were the catalyst that caused a positive domino effect across the industry. Initially, the startups in logistics (
2021 has set up a strong platform for this 2030-decade, which I believe will be the decade of Indian startups – unless we ignorantly mess it up. Significant funding has been pumped into the startup ecosystem at a rapid pace. The visible appetite for tech-IPOs has created a vibrant and secondary market for early-stage investors, which resulted in a positive and enormous rotation of money plowed back into the early-stage ecosystem.
This pattern may very well continue in 2022. We might see a few tiny blips, where-in the market may overheat, investors may get cautious and will closely re-evaluate the tangible results vs the promised from their portfolio companies. However, the Fintech juggernaut should continue to penetrate the tier 2/3 markets bringing household debt to GDP to 25-30% by 2030 vs 11% today i.e., a conservative $1.50 trillion dollar opportunity for a $5 trillion economy!
This fintech growth will further embolden the consumer space that will continue feeding the knock-on spaces and spurring new ones!”