India Internet - At an inflection point (Part 2)

Deep-dive into India's internet landscape + Investment opportunities

Hello,

Firstly, Happy thanksgiving to all those who are celebrating today!

Last week, I shared with you my observations from the ground while in India - of the digital boom I witnessed first-hand in the country. From 12 minute grocery delivery to getting prescription glasses made at-home and a whole parallel economy running on Whatsapp.

In case you missed all of this - you can read Part 1 of this note HERE.

Now, in Part 2 of this note - we’ll cover the industry landscape of India’s Internet sector in greater detail from an investors’ perspective.

• And really - what is driving the inflection point for digitisation in the country?

• How does India’s digital wave compare with other major global markets?

• Who are the key players across different verticals?

• Plus, the stocks I own and have on my watchlist.

So let’s begin.