📮 Why I’m Writing
“The best insights don’t arrive in headlines. They show up in dusty streets, on long train rides, in quiet conversations over chai.”
Over the past decade, I’ve walked through India — not metaphorically, but literally.
I’ve sat with kirana owners in Rae Bareli.
Listened to vendors in Rajkot.
Watched consumer behavior change not in theory — but in grocery baskets and EMI charts.
And in all these years, I’ve come to believe one thing:
India isn’t just an emerging market. It’s an unfolding story.
But to understand it, you have to tune out the noise.
You have to look at the signal that never makes the slides.
You have to watch carefully — not just what India is doing, but how it’s choosing to do it.
That’s what this space is for.
🧭 What This Is (And Isn’t)
This isn’t a newsletter of predictions.
It’s not about macro takes, trendspotting, or the flavor of the month.
This is a journal — of what I see, think, and reflect on as an investor focused on the long-term compounding potential of India.
It will include:
Notes from the field
Reflections on business models, culture, and resilience
Thoughts on patience, conviction, and decision-making
Insights from the edges — before they become consensus
I write not to impress, but to observe more clearly.
And to build a quiet archive of lessons from this journey.
🪞Why Now?
Because I’ve spent years doing the work — research trips, silent ownership, deep conviction — and very little of it is visible to the world.
But now, I want to share what I’ve learned.
Not as a pitch.
But as a series of postcards — written from the road, for those who think in decades, not quarters.
🤝 Who This Is For
If you’re an allocator, investor, founder, or student of how countries transform — I hope this speaks to you.
If you prefer stillness over noise, fundamentals over narrative, and alignment over access — you’ll likely feel at home here.
This will be a slow-build, low-noise platform.
No spam. No urgency. Just insight, shared one postcard at a time.
Thank you for reading.
—
Ravi Srivastava
Postcard from India