Book · Book, ~500 pages
Imagining India: The Idea of a Renewed Nation
Nandan Nilekani · Penguin Paid Intermediate India
The long-view case for what India could become, from the person who then went on to build much of its digital infrastructure. It frames the demographic, education, and technology shifts that underlie today's opportunities, so you see the deeper currents rather than this quarter's trend. Read it to think in decades about where durable Indian demand comes from.
- Demographics, urbanisation, and connectivity are the slow forces behind fast markets
- Ideas here later became UPI and Aadhaar, so the thesis has a track record
- Good for founders who want conviction, not just a category to chase
