India’s defence ecosystem is undergoing a structural shift. Defence exports have grown more than 15x over the past decade, moving from components and spares to higher-value systems such as missiles, artillery, and surveillance platforms. While India remains a large importer, imports are increasingly concentrated in critical technologies like aero-engines, propulsion, and advanced electronics where domestic […]
In a world where supply chains can be disrupted overnight, strategic autonomy has become an economic imperative. For India, this means staying integrated with global trade while building domestic strength in critical sectors such as electronics, semiconductors, defence and energy systems. At Singularity AMC, this shift from import dependence to capability creation is central to […]
The Investor Operator Playbook: From Face to Founder, How mCaffeine Combined Authenticity with Execution Celebrity branding has undergone a fundamental shift from transactional endorsements to identity-driven entrepreneurship, where stars act as founders and ‘thoughtful leaders’ rather than just the faces of a campaign. From an investor’s lens, the ‘merchant-entertainer’ model offers asymmetric upside but also carries […]
Consumer behaviour in India has changed in a big way, and so has the way people deal with financial services. Things that once required a bank visit, long forms, or conversations with an agent are now handled quickly on a phone. At the same time, impulsive buying has accelerated, fuelled by a growing culture of […]
As India enters the second half of this decade, its consumer landscape is undergoing a structural reset. About 86% of Indian households now possess at least one smartphone. Digital payments now account for the majority of retail transaction volumes. Quick commerce, marketplaces, and social platforms have compressed discovery cycles from months to minutes. Against this backdrop, […]
For decades, India operated as the world’s back-office and factory floor for other people’s brands. We wrote the code, assembled the devices and delivered the services, while the real profits stayed with global OEMs like Apple, Samsung, Dell, HP and LG. Indian companies, despite strong talent and scale, remained stuck in low-value activities such as […]
For decades, fashion has been driven by visibility. Logos got louder, branding became a shortcut for status, and social media turned bold symbols into fast-moving signals of identity. But as trends accelerated and wardrobes filled up, a quiet shift began. Global consumers started gravitating toward pieces that last longer, fit better, and feel personal – […]
In this SingularityOne deep dive, we map the battery value chain from mining to recycling and bring a global perspective on how China became the world leader. We also explain why midstream materials & large scale recycling are likely to become India’s real moat, and share why we are backing HEG limited and LOHUM in […]
ISRO’s ‘Bahubali’ rocket recently lifted India’s heaviest communication satellite, GSAT-7R (CMS-03). This marks an important moment for the country’s space sector, signaling accelerating strategic momentum driven by policy tailwinds, stronger institutional support, and a rising demand for satellite-enabled services. India’s also seeing a new generation of private space founders building across launch, satellites, and downstream […]
We had the privilege of hosting Marico Chairman Mr. Harsh Mariwala at Singularity Summit 2025, where he spoke about the entrepreneurial mindset that has shaped one of India’s most enduring consumer brands. In conversation with Mithun Sacheti, Mr. Mariwala shared how treating growth as oxygen, nurturing ownership mindsets, and going global with a local understanding […]