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 how we invest, because when localisation deepens at India’s scale, it creates new profit pools, industrial champions and export competitiveness.
We unpacked this theme in a recent podcast conversation between Yash Kela and Sonia Shenoy, exploring how moving from assembly-led growth to product and IP depth can reshape India’s long-term trajectory. Watch the full conversation below.