Not Just Another EV Story
India’s electric bus story is moving beyond EV adoption and into the realm of infrastructure investing. Backed by government policy, multi-year contracts, and growing interest from global investors like KKR, e-buses are emerging as a scalable solution to urban congestion, pollution, and the financial strain of diesel fleets. The sector is also disrupting the traditional […]
Mastering the Modern Influencer Playbook
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 […]
AI Goes Vertical in Financial Services
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 […]
Inside India’s Data Center Build-Out
India’s AI conversations still revolve mostly around applications. We generate a massive share of the world’s digital data, yet much of its processing and storage happens outside our borders. This needs to change. In this blog, we explain why the next phase is inevitable. As India ramps up its Data Center capacity by 5X over […]
Zero Gravity, Infinite Potential
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 […]
India’s EV Curve is Accelerating!
India’s EV curve is accelerating! We believe that for growth stage investors like us, attractive challenger OEM (Original Equipment Manufacturer) opportunities lie in high-utilization E-CV segments such as buses, light and heavy-duty trucks, and tractors. At Singularity AMC, we’re actively capitalizing on opportunities in the electric commercial vehicle (E-CV) sector through our investments.
Inside the Battery: Critical Minerals Powering Our Autonomous Future
Batteries are the cornerstone of the electric and autonomous future, powering everything from self-driving vehicles to renewable energy storage systems. Yet, India today relies on imports for over 70-80% of its lithium-ion battery components, exposing the country to supply chain risks and geopolitical uncertainties.
UPI Flywheel Ready to Engulf Credit
UPI has transformed payments in India, powering 85% of India’s digital transactions and reaching ~500M users. But its next leap could be even bigger: Credit Line on UPI. Therein lies a massive value creation opportunity: solving India’s massive credit gap.
All about Singularity AMC
Presenting a closer look at what Singularity stands for. Built on an investor-operator mindset, our approach goes beyond capital. It’s rooted in deep sectoral conviction, disciplined underwriting, and internal teams that engage meaningfully with founders.
Powering India’s Clean Energy Future: From Solar to Battery Leadership
The shift away from fossil fuels is no longer a matter of ‘if’ but ‘how fast’. Energy transition is now a global economic race, with over $2 trillion being deployed annually across renewables, storage, electrification and more. India, one of the largest and fastest-growing energy markets, has a clear choice: remain dependent on global supply […]