About This Episode

Germany and India have officially become the world's third and fourth largest economies respectively, with India surpassing Japan in recent quarters. In this episode, Patric and Shub dive deep into the massive capital mobilization happening in both countries, exploring Germany's "Made for Germany" initiative that's mobilizing over 4 trillion dollars in investment and India's continued 6-7% growth trajectory that's transforming its infrastructure and construction landscape.

In This Episode

Germany's "Made for Germany" initiative and the mobilization of over 4 trillion dollars in government-backed and private investment for infrastructure, defense, and manufacturing resilience

India's rise to become the fourth largest global economy and the infrastructure boom driving double-digit growth in construction and AEC sectors

The energy infrastructure revolution in Germany, including fusion energy breakthroughs and the buildout of renewable power distribution networks

India's transition from agricultural to urban manufacturing economy and the massive infrastructure development creating opportunities in construction tech

Bureaucratic challenges and capital market accessibility issues that both countries must address to fully capitalize on their economic momentum

Timestamps

(00:31 ) - Introduction and discussion of Germany and India as 3rd and 4th largest economies

(02:13 ) - Germany's "Made for Germany" initiative and 4 trillion dollar investment mobilization

(08:56 ) - Analysis of Germany as an undervalued asset class and investment opportunity

(17:46 ) - German infrastructure priorities: energy, transportation, and manufacturing

(22:46 ) - Fusion energy breakthroughs and Germany's energy infrastructure strategy

(25:17 ) - India's economic update and rise to 4th largest global economy

(28:17 ) - India's venture ecosystem and middle-income country transition challenges

(38:30 ) - Indian diaspora influence and human capital exports

(40:30 ) - Drivers behind India's sustained 6-7% economic growth

(45:17 ) - Consumer demand patterns and manufacturing opportunities in India

(51:55 ) - Capital market accessibility challenges and bureaucratic reform needs

Resources or Companies Mentioned

KKR: https://www.kkr.com/

EQT: https://eqtgroup.com/

SAP: https://www.sap.com/

Siemens: https://www.siemens.com/

Heidelberg Materials: https://www.heidelbergmaterials.com/

Zepto: https://www.zeptonow.com/

Apple: https://www.apple.com/

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Patric Hellermann: ⁠⁠⁠https://www.linkedin.com/in/aecvc/⁠⁠⁠

Shub Bhattacharya: ⁠⁠⁠https://www.linkedin.com/in/shubhankar-bhattacharya-a1063a3/⁠⁠⁠

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