Video Transcript

We are particularly excited about the digitalization of India’s economy, and this comes with the formalization of the economy where both consumers as well as small and medium businesses and merchants are adopting digital tools and infrastructure to conduct their business. A lot of this digitalization is enabled by what is called “The India Tech Stack.” Think of this as a set of public goods and tools, all digital, which are aimed at unlocking the economic primitives of identity, data, and payments, but at a population scale. It’s a unified software platform, with many layers, one that is the basic building blocks for digital infrastructure and digitization.


January 2023

The views and opinions expressed herein are those of the speaker(s) as of the date of publication, are subject to change without notice as economic and market conditions dictate, and may not reflect the views and opinions of other investment teams within William Blair. Factual information has been obtained from sources we believe to be reliable, but its accuracy, completeness, or interpretation cannot be guaranteed. This material may include estimates, outlooks, projections, and other forward-looking statements. Due to a variety of factors, actual events may differ significantly from those presented. This video has been provided for informational purposes only and should not be considered as investment advice or a recommendation of any particular strategy or investment product, or as an offer to buy or sell any securities or related financial instruments in any jurisdiction. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions. Investing involves risks, including the possible loss of principal. Past performance is not indicative of future results.