Indiafintech
Abhishek KumarI write about Fintech in India.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 88 | Founded | 5 years ago | Last Issue | 8 days ago |
| Active | |||||
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indiafintech.substack.comLatest Issues
India’s Data Center Industry: The Real AI Capex Play | Episode 86
Over the last few months, I have spent a fair bit of time looking at the data center (DC) industry in India, both from a public markets lens and a venture capital lens. Most conversations I have had with founders, infrastructure investors a...
PSU vs Private Banks: Reading the Re-Rating | Episode 85
One of the most interesting movements in the Indian banking sector over the past 12 months has been the divergence that did not get talked about enough. The Nifty PSU Bank index is up 32%, the Nifty Private Bank index is down 2%. That is a...
The Mythos Moment: What Anthropic’s Most Dangerous Model Means for India’s BFSI Cyber Stack | Episode 84
Every few quarters, something arrives in the AI world that forces you to stop whatever model of the industry you were carrying in your head and redraw it from scratch. For me, that moment this month was reading the system card of Anthropic’...
The Indian Bank’s Guide to AI in 2026 | Episode 83
Between all the news about Mythos and what it really means for the large enterprises, banks, and even the government, it is worth taking a careful look at the capex in AI and where the action is for Indian banks, fintechs, and by extension,...
India’s Capital Markets: The Financialization Decade and the WealthTech Rewiring That Follows | Episode 82
A quick note before we start. This is going to be a long one, over 10,000 words with 40+ charts and tables. Grab a coffee. I have been wanting to write a proper landscape piece on Indian capital markets for a while, because the data is fina...
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Investor. Fintech and BFSI investments at UNLEASH Capital
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