The India Opportunity with Shrishti Sahu

Shrishti Sahu
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The India Opportunity Podcast offers a front-row seat to the visionaries shaping India's future. Join us as we unlock the country's potential through insightful conversations with founders, investors, creators, and leaders across various industries. Get a BTS look at what it takes to be at the forefront of building the India story. Hosted by Shrishti Sahu, Managing Director of SSV, an entrepreneur and investor with a background in startups, private equity, and Meta. Shrishti is passionate about building, investing, learning, giving back, and championing women entrepreneurs. Tune in to gain insights and inspiration from those at the forefront of India's growth story!

  1. 2 दिन पहले

    Neelkanth Mishra on India’s $18 Billion Semiconductor Bet, GST Reforms & How Policy Shifts Will Shape the $20 Trillion Future ft Shrishti Sahu

    My guest today is Neelkanth Mishra — one of India’s most respected economists and policy voices. He is currently the Chief Economist at Axis Bank and Head of Research at Axis Capital, and also serves as part-time member of the Prime Minister’s Economic Advisory Council. Over the years, Neelkanth has built a reputation for sharp, data-driven insights that cut through market noise, from dissecting global trade wars to shaping India’s semiconductor roadmap as part of the India Semiconductor Mission. In this conversation, we explore some of the most defining shifts of our time: India’s semiconductor strategy and how we can realistically compete in a geopolitically sensitive industry. The role of international partnerships and why building fabs is a decades-long journey. The global AI race, how India’s digital infrastructure changes the equation, and what this means for jobs and innovation. Big-picture reforms like GST, the formalization of the economy, and how these are reshaping India’s growth trajectory. Whether you’re a policymaker, founder, or investor, Neelkanth’s ability to connect global macro forces with India’s long-term opportunities makes this an essential watch. Chapters: 00:00 Semiconductor industry investment and India’s strategy 02:19 Targeted approach for attracting semiconductor manufacturers 07:41 Importance of international partnerships in semiconductors 15:09 Challenges in semiconductor fab proposals and current progress 22:50 Long-term timeline and technology upgrades for fabs in India 30:52 India’s position and timeline in the global AI race 39:14 AI diffusion and impact of digital infrastructure in India 46:50 India’s chip design ecosystem and career advice for youth 1:04:00 GST reform and business formalization boosting financing access 1:14:37 Geopolitical trade shifts and India’s economic growth outlook

    1 घं॰ 25 मि॰

  2. 6 सित॰

    The Real Impact of AI on Jobs & Future of Work ft Ravi Venkatesan, Ex-Chairman of Microsoft, India on The India Opportunity Show

    My guest today is Ravi Venkatesan— one of India’s most respected business leaders and thinkers, whose career spans boardrooms, philanthropy, and nation-building. Ravi was the Chairman of Microsoft India, where he helped lay the groundwork for India’s cloud and digital transformation. He’s also served on the boards of Infosys, Hitachi, and Rockefeller Foundation, and today advises global giants while championing social impact through his non-profit, GAME (Global Alliance for Mass Entrepreneurship) and GEAPP (Global Energy Alliance for People & Planet). What makes Ravi truly stand out is his unique ability to bridge worlds: corporate leadership and grassroots impact, global boardrooms and India’s entrepreneurial hustle. He’s someone who has argued with Bill Gates and walked away with a handwritten note from Gates saying, ‘I was wrong.’ He’s also someone who, at the height of his corporate career, asked himself the deeper question: what does success really mean beyond titles and money? In this conversation, we’ll dive into Ravi’s extraordinary journey, his frameworks for leadership, his perspective on AI and the future of work, and why he believes India is on the cusp of a once-in-a-generation opportunity. Hope you enjoy watching! Chapters: 00:00 Introduction 03:06 Global Energy Alliance impact report overview 06:09 Decision to leave Microsoft and career shift 09:26 Bill Gates handwritten note story 11:50 OpenAI and Microsoft partnership insights 13:02 Navigating disruption and company culture 17:05 AI's impact on jobs and future preparation 23:26 Mindset for entrepreneurship and AI era 29:21 Career advice: global opportunities and risks 34:33 AI value chain and India's potential 39:21 Tech company disruption and ecosystem challenges 44:37 Advice for Indian founders and sectors to watch 47:37 Boardroom dynamics and AI leadership 54:12 Wartime leadership in entrepreneurship and CEOs 56:28 Fostering dissent and leadership skills 58:18 Early leadership story at Cummins factory 1:01:37 Passion for social entrepreneurship initiatives 1:06:07 Measuring impact in social programs 1:10:30 Stories of entrepreneurs transformed by support 1:13:03 Global Energy Alliance's energy access mission 1:15:23 Energy projects and innovations in India 1:18:43 Importance of mindset in leadership and growth 1:20:31 Self-belief and overcoming limiting mindsets 1:21:49 Personal childhood challenges and healing

    1 घं॰ 24 मि॰

  3. 29 अग॰

    India's 10,000 Crore Logistics Powerhouse | 70 years of Transport Corporation of India | Vineet Agarwal on The India Opportunity Show ft Shrishti Sahu

    Today on The India Opportunity Show, I’m joined by Vineet Agarwal, the Managing Director of Transport Corporation of India — a company that has been the backbone of India’s logistics and supply chain story for decades. Vineet is not just running trucks and warehouses — he’s leading a transformation. Under his leadership, TCI has evolved into a multi-modal logistics powerhouse connecting India through road, rail, sea, and air. From making supply chains smarter to reimagining how goods move across our fast-growing economy, Vineet has been at the forefront of shaping the way India delivers. Beyond business, Vineet has worn many hats — as former President of ASSOCHAM, a global voice at YPO, and a recognized thought leader who has been awarded ‘Young CEO of the Year’ and celebrated among India’s ‘Champions of Change’. What excites me most about this conversation is diving into his vision — not just for logistics, but for how India can power the next decade of growth with world-class infrastructure, technology, and innovation Chapters 00:00 – TCI's Evolution: From One Truck to Logistics Powerhouse 04:30 – Overcoming Debt and Diversifying Logistics Services 10:17 – India’s Logistics Market Size and Growth Potential 16:24 – Learning Operational Excellence from Toyota and Amazon 20:21 – Building People, Technology, and Systems as Business Moats 24:34 – Capital Efficiency and Disciplined Portfolio Construction 36:58 – Strategic Startup Investments and Innovation Adoption 45:31 – AI, Automation, and Future of Logistics in India 51:08 – Infrastructure Growth Driving Multimodal Logistics 54:34 – Sustainability Efforts and Transition to Green Logistics 58:57 – Succession Planning and Leadership Pipeline in Family Business

    1 घं॰ 2 मि॰

  4. 15 अग॰

    Inside Mahindra: Untold Secrets from 50 Years of Building a $40 Billion Empire | Arun Nanda on The India Opportunity Show ft Shrishti Sahu

    Few leaders embody the spirit of India’s corporate rise like Arun Nanda. Over five decades at the Mahindra Group, he worked alongside Anand Mahindra and the legendary Keshub Mahindra to help transform the company into one of India’s most respected global brands. From shaping Mahindra Holidays to guiding the Group’s public policy and strategic direction, Arun Nanda’s career is a masterclass in leadership, institution-building, and long-term vision. This episode dives into his journey, the lessons from 50 years inside India’s most admired conglomerate, and his reflections on what it takes to build organizations that outlast generations. Chapters 00:00 – Introduction 02:10 – 50-Year Journey at Mahindra 09:06 – Anand Mahindra’s Vision 14:23 – Starting Hospitality Business & Challenges 18:57 – What He Did Differently 23:35 – Hotel Development & Customer Experience 30:18 – Life lesson from Keshub Mahindra 32:26 – Risk-Taking & Management Philosophy 41:31 – Meeting with Anand Mahindra 46:45 – Learning from Mahindra 50:16 – Ethics, Respect & Trust at Mahindra 53:29 – Macroeconomic Climate of the Country 57:22 – Learning from Capital Allocation 01:01:20 – Big-Time Foodie & Best Country to Eat In 01:05:32 – Giving Back to Society 01:16:28 – Joined Hands with SBTi

    1 घं॰ 29 मि॰

  5. 8 अग॰

    Can INDIA Become a $10 Trillion Economy by 2047? | Montek Singh Ahluwalia on The India Opportunity Show

    Today’s guest is one of the architects of modern India’s economy. Montek Singh Ahluwalia has served at the highest levels of policymaking — as the Deputy Chairman of the Planning Commission, Finance Secretary, and a key figure in the 1991 reforms that transformed India from a closed economy into one of the world’s fastest-growing markets. Educated at Oxford and Harvard, Montek has advised multiple Prime Ministers, navigated India through global crises, and shaped policies that have impacted over a billion lives. In this conversation, we go beyond headlines — into the lessons, decisions, and trade-offs that define nation-building. And we ask the most important question: What must India do next to truly seize the India opportunity? Chapters: 00:00 – Introduction 02:00 – Introduction to Montek Singh Alwalia’s role 03:54 – Origins of economic crisis and Rajiv Gandhi’s vision 09:58 – Gold repurchase and foreign exchange crisis 12:16 – Manmohan Singh as Finance Minister and key reforms 13:42 – Economic liberalization and removal of controls 16:54 – The M Document and public debate on reforms 17:21 – Industry reactions to liberalization and FDI 21:28 – Global experience shaping reform strategy 27:08 – Benefits of Capital market reforms 31:36 – India’s growth potential and role of foreign capital 38:00 – Challenges in sustaining 8% growth target 43:34 – Technology adoption and AI in India’s economy 49:44 – AI impact on jobs and reskilling needs 54:50 – Historical resistance to technology in banks 01:01:32 – Globalization challenges and inclusive growth 01:06:12 – Income inequality and political influence risks 01:12:35 – Digital India and ease of doing business reforms 01:16:03 – Reducing compliances and deregulation 01:19:43 – Defense spending increase and regional security 01:23:33 – Government spending priorities and fiscal challenges 01:28:05 – Top reforms needed: ease of business, trade, state cooperation 01:32:16 – Critique of ineffective freebies and social welfare 01:36:34 – Warning against bad economic ideas 01:38:04 – Proudest achievements: import deregulation and SEBI creation

    1 घं॰ 43 मि॰

  6. 2 अग॰

    Meet The Man Who Brought McDonald’s to India | The BILLION DOLLAR Burger Empire & Birth of India's QSR Industry ft. Amit Jatia with Shrishti Sahu

    When we think of iconic consumer stories in India, McDonald’s is right at the top. But behind its success here is one man’s vision, grit, and relentless execution — Amit Jatia. As the Vice Chairman of Westlife Foodworld, Amit took a bold bet on bringing McDonald’s to India at a time when many believed the quick-service restaurant model wouldn’t work in this market. Not only did he prove the skeptics wrong, he went on to build one of the most successful QSR businesses in the country. Under his leadership, Westlife Foodworld was taken public — and today, it commands a market cap of nearly ₹12,000 crores. That’s not just a financial milestone, it’s a testament to how a global brand can be reimagined for India while building a deeply profitable, scalable business. From customizing menus for the Indian palate to scaling across geographies, to navigating real estate, supply chain, and consumer shifts, Amit Jatia has played the long game — and won. In today’s conversation, we’ll dive into that extraordinary journey: the challenges of bringing a global giant to India, the decisions that shaped McDonald’s rise here, and what it really takes to list a company and grow it into a ₹12,000 crore powerhouse in India’s fast-changing consumer landscape. Chapters: 00:00 – Introduction 02:53 – Evolution of the QSR industry in India 06:00 – Why McDonald’s biggest competitor is Indian housewives 09:33 – How McDonald’s decides where to open a store 11:30 – Is McDonald’s actually in the real estate business? 16:27 – Challenging situations while building McDonald’s India 18:34 – How McDonald’s cracked breakeven in India 20:45 – Innovations in McDonald’s supply chain 24:15 – Mistakes made while building the supply chain 26:42 – Dealing with high overhead costs 29:47 – The story behind McDonald’s Happy Meals 33:48 – The game-changing moment for McDonald’s India 36:08 – McDonald’s journey from 2004 to 2012 43:15 – How strong leadership transformed McDonald’s 48:17 – McDonald’s capital allocation framework 53:23 – How a founder’s life changes after going public 1:01:20 – Key metrics every business owner should track 1:03:31 – How to know when your product has market fit 1:08:31 – Launching McDonald’s vegetarian menu in India 1:13:17 – Factors behind adapting the vegetarian menu 1:17:36 – Learning from mistakes while scaling 1:18:57 – Approach to product innovation 1:21:03 – How Gen Z is driving experimentation in QSR 1:23:02 – Succession planning at McDonald’s India 1:27:03 – How McDonald’s founder set up his family office

    1 घं॰ 31 मि॰

  7. 25 जुल॰

    Sunil Singhania shares The BEST Way to Find India's NEXT Multibaggers on The India Opportunity Show with Shrishti Sahu

    Today’s guest needs no introduction for anyone who follows Indian markets. Sunil Singhania is one of India’s most respected fund managers — the founder of Abakkus Asset Managers, and previously the Global Head of Equities at Reliance Capital. With a stellar track record that includes managing ₹40,000+ crores and consistently identifying multibagger stocks before the market catches on, Sunil is known for blending sharp macro vision with deep bottom-up conviction. In this conversation, we decode his investing philosophy, how he spots the next ₹1,000-crore opportunity, and why he believes the golden age of Indian equities is still ahead of us. Chapters: 00:00 – Intro 02:55 – Indian opportunity Macro picture 05:05 – Backing Entrepreneurs and Early Investment Themes 06:57 – Collaborative Investing and Team Strengths 11:58 – Backus Insights and Concise Market Updates 14:07 – IPO Market Growth and Valuation Cautions 17:09 – Private Equity Investing and Risk Management 26:36 – MEETS Framework for Stock Selection 32:24 – Contrarian Investing and Holding Periods 35:02 – Selling Strategies and Managing Regrets 39:52 – Investor Maturity and Expected Returns 43:22 – Gold and Commodity Cycle Outlook 45:36 – Geographical Diversification and India Focus 49:17 – Active Fund Management Relevance 50:58 – Cyclical Sectors and Pharma Opportunities 55:40 – Renewable Energy’s Transformative Potential 58:54 – Identifying High-Return Companies and Outlook 01:01:00 – Investor Mindset and Personal Investing Style 01:02:54 – Legacy, Innovation, and India’s Growth Story

    1 घं॰ 5 मि॰

  8. 5 जुल॰

    Shankar Sharma's Guide to Global Investing: "There's always a bull market somewhere!" on The India Opportunity Show ft Shrishti Sahu

    My guest today is a man who needs no introduction to anyone who’s followed the Indian markets over the last three decades. Shankar Sharma is one of the most iconic and contrarian investors in India — a true original in the world of capital allocation. From spotting the tech boom of the early 2000s to making bold macro calls before they were mainstream, he’s built a reputation for timing, clarity, and fearless contrarian thinking. He was previously the Managing Director of First Global and is now building GQuant — a firm that blends AI, quant, and deep market insight to create a new model for investing. He’s also an articulate, razor-sharp voice on television and in print, unafraid to challenge consensus or offer uncomfortable truths. This is not just an investor who bets on companies. This is someone who understands the currents of history, policy, and human psychology — and invests accordingly. Chapters: 00:00:00 – Intro 00:02:47 – What factors led you to exit India & US markets? 00:12:21 – How should investors approach global macro opportunities? 00:19:54 – Why are markets rallying despite geopolitical chaos? 00:26:44 – Will we see major bear markets again? 00:28:14 – Can investors still expect 15–18% annual returns? 00:35:07 – What frameworks should investors follow to play defense? 00:36:08 – Why not pick stocks? Can index investing work globally? 00:37:44 – Where did the “4am stocks” theory come from? 00:42:02 – Can you share real examples of your big contrarian bets? 00:44:53 – What are some unloved spaces that you’re betting on today? 00:47:37 – How do you decide when it’s time to sell a stock? 00:51:14 – Isn’t Buffett’s success just consistent compounding? 00:52:31 – Why do you say sitting on cash is a viable long-term strategy? 00:55:19 – Why do you believe most investors don’t deserve their profits? 00:57:03 – Any final thoughts you’d like to leave the audience with? 01:17:40 – What is one money lesson you learned the hard way? 01:18:30 – What’s one money lesson you think every Indian must know? 01:19:28 – What’s your biggest investing regret? 01:20:09 – What’s one book you’d recommend on money or investing? 01:20:55 – What’s your guilty pleasure? 01:21:10 – What’s a personal finance habit you still struggle with? 01:21:40 – If you weren’t doing this, what would you be doing instead? 01:22:33 – One line that describes your relationship with money?

    1 घं॰ 31 मि॰
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The India Opportunity Podcast offers a front-row seat to the visionaries shaping India's future. Join us as we unlock the country's potential through insightful conversations with founders, investors, creators, and leaders across various industries. Get a BTS look at what it takes to be at the forefront of building the India story. Hosted by Shrishti Sahu, Managing Director of SSV, an entrepreneur and investor with a background in startups, private equity, and Meta. Shrishti is passionate about building, investing, learning, giving back, and championing women entrepreneurs. Tune in to gain insights and inspiration from those at the forefront of India's growth story!

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