Strategic Autonomy: India’s Blueprint for Resilient Growth
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 Big Consumer Question: How to scale in 2026?
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, […]
India’s Product Nation Moment
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 […]
Building Slow in the Age of Fast Fashion
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 – […]
India’s Foxconn Moment
India’s electronics exports crossed $38B in FY25. Behind that growth is a deeper shift. Companies like Dixon are proving that India can finally build the scale, capability, and supply-chain depth we’ve chased for decades. In this analysis, we break down what this means for the EMS sector, why this moment mirrors India’s Foxconn opportunity, and […]
India’s $10 Trillion Journey Runs on Batteries
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 […]
The Founder Mindset that Built Marico
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 […]
Strategic Autonomy | Why India Must Build Its Own Future | Singularity AMC
India has a choice: Build or borrow. Lead or follow. As we move toward becoming the third-largest economy, the next decade will be defined by our ability to build core capabilities, not just import or assemble them. This film, launched at the Singularity Summit 2025, lays out our decadal thesis: Strategic Autonomy.
Leading Through India’s AI Decade: Ms. Arundhati Bhattacharya at Singularity Summit 2025
AI is reshaping the way entire industries operate, and it’s changing the expectations from leadership just as quickly. At Singularity Summit 2025, we had the privilege of hearing Ms. Arundhati Bhattacharya share a grounded, experience-backed view on what it takes to stay ahead in this environment. In her discussion with Mr. Saurabh Tripathi, she covered […]
How India Will Power Itself: Dr. Hitesh Doshi at Singularity Summit 2025
Market opportunities are everywhere, but only a few leaders can teach us how to execute at scale in a rapidly evolving industry as well as Dr. Hitesh Doshi. We were grateful to have Dr. Hitesh Doshi of Waaree Energies at the Singularity Summit 2025, where he laid out a masterclass in conviction. From starting with […]