India Dispatch

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The Indian Retailer Beating Zara and H&M at Their Own Game
Zudio, the Tata-owned retail chain, generated $1 billion in sales across 765 stores — three times Zara India's $330 million in revenue.
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Manish Singh
Blinkit Leaps Ahead as Zepto's Dark Store Engine Sputters
Zepto’s once-aggressive quick-commerce drive is losing steam.
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Manish Singh
The Case For and Against Rapido's Entry To Food Delivery
Indian startup Rapido to test food delivery, leveraging its 3 million two-wheeler fleet and 8-15% take rate to pry at Zomato-Swiggy grip.
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Manish Singh
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Why India's Food and Quick Commerce Might Escape China's Perpetual Disruption Spiral
Morgan Stanley raises India's quick commerce TAM forecast to $57 billion by 2030, up from previous $42 billion estimate
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Manish Singh

May 2025

Amazon, Flipkart and Meesho Are Driving Logistics Shakeout in India
Amazon, Flipkart and Meesho control 82% of India parcel volumes
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Manish Singh
ASEAN Capital Markets Lose Ground as India Dominates New Listings
Singapore, once a magnet for international listings and local blue chips, now sees more companies exiting than joining its exchange.
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Manish Singh
Deep Discounting Is Breaking India's Consumer Brand Tiers
Modern retail and quick-commerce platforms across urban India now routinely offer household essentials at discounts of 20-40% below the Maximum Retail…
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Manish Singh
The Key-Man Risk Threatening To Fracture India's Mutual Fund Giants
Three managers hold majority stakes in trillion-rupee portfolios
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Manish Singh
JPMorgan Says India-Assembled iPhone Within Spitting Distance of China Price
Same math slaps a $299 sticker shock on a made-in-America iPhone
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Manish Singh

April 2025

The Penny Economics Driving Meesho's 5 Million Daily Orders
A $4.5 sari reveals the ruthless arithmetic behind Meesho's assault on India's e-commerce hierarchy
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Manish Singh
UBS Trims Smartphone, PC Forecasts While India Emerges as Production Winner
India's role in the hardware manufacturing landscape is poised to strengthen as manufacturers seek to diversify from China
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Manish Singh
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Client Caution Weighs on India's $280 Billion Tech Services Industry
Infosys, TCS and Wipro report disappointing results as Trump tariffs and economic headwinds prompt corporate caution
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Manish Singh
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