india | Tremis Capital

What is the impact of AI on the Indian SaaS startups?

AI might derail the Indian SaaS story because founders don't know how to leverage AI to enhance their SaaS offerings.

When will India escape extreme poverty ($1.90 / Person / Day)?

World Data Lab has created a World Poverty Clock for all countries with extreme poverty. It tracks the number of extremely poor (both men...

What will drive Indian growth over the next few years?

The 4Ds – Demographics, Digitalisation, Decarbonisation, and Deglobalisation will make India an $8T economy by 2030.

Venture Capital vs Thrasio model for D2C brands

Raising capital is much more difficult than selling to D2C rollups. If can grow 10–20x with more capital, VC investment is the way forward.

How much money do you need to be rich in India?

You need $60,000 in net wealth (Assets – Liabilities) to be in the top 1 % of India which is 32 times the GDP/Capita in India.

India strategy for the world's highest-valued startups

The biggest startups will become more global with time. Then more global unicorns will come to India & Indian unicorns will expand outside.

30-year economic boom for big economies

Between 1991 and 2019, the GDP per Capita in India grew by 7x.

Where is India headed?

India's GDP per capita could be US$ 8,000 or 9,000 in 2050, but it would be equivalent to 5,100 in 2020 US$.

India – punching above its weight?

India's Wealth per capita is the same as Iran's while Iran's per capita GDP is two and half times that of India. What explains this?

Co-living and Student housing in India

The Indian co-living industry has a place for multiple players because of its size. One company can't capture the entire market.

Is the Indian economy overleveraged?

Despite fears of high debt, India's external debt to GDP ratio is the lowest amongst emerging markets after China.