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Weighing the Cost of Smaller Appetites
As GLP-1 drugs go generic in India, the same consumers who made food delivery profitable might start skipping meals.
6 hrs ago
•
Manish Singh
4
Paying 230 Times Earnings
India trades like nowhere else.
Nov 5
•
Manish Singh
20
4
October 2025
A Tale of Two Indias and Three E-commerce Models
Quick commerce conquered the cities, Meesho captured the heartland, and the old giants are squeezed between both.
Oct 22
•
Manish Singh
56
5
8
Is India the Global Anti-AI Play?
Follow the money.
Oct 17
•
Manish Singh
15
1
Delivering Different Things Entirely
Quick commerce has become a retail-media play in India and a platform weapon in China.
Oct 14
•
Manish Singh
13
1
1
India's Grid Cannot Keep Up With Its Ambitions
The digital economy is arriving faster than the physical grid can adapt to handle its demands.
Oct 7
•
Manish Singh
25
1
3
September 2025
Amazon Makes More of More
The grocery expansion that benefits a certain 48% stakeholder.
Sep 29
•
Manish Singh
24
3
2
Pricing Out the American Rotation
A $100,000 headfake.
Sep 22
•
Manish Singh
11
3
Hollow at the Base
AI is gutting the entry-level jobs that powered India's technology services boom. The consequences will be felt far beyond its borders.
Sep 14
•
Manish Singh
10
3
2
Bernstein Isn't Buying India's AI Story
"Staring down a strategic tech crisis"
Sep 4
•
Manish Singh
31
2
7
August 2025
The Store Becomes the Brand
Why India's biggest retailers are putting their own names on the products they sell.
Aug 28
•
Manish Singh
26
2
1
India's Got Time
While the West and China confront the fiscal drag of ageing, a 30-year demographic window offers India a unique policy runway
Aug 19
•
Manish Singh
11
1
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