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The Great AI Land Grab Reaches Peak 'Free Lunch' in India
Perplexity's partnership with Airtel to give premium offering to 360 million customers is the largest distribution deal of its kind
Jul 17
•
Manish Singh
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The Great AI Land Grab Reaches Peak 'Free Lunch' in India
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India's Quick-Commerce Boom Built a Very Expensive Speed Trap
The 4,000-store network that was supposed to conquer the subcontinent is discovering brutal economics outside the top cities
Jul 15
•
Manish Singh
4
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India's Quick-Commerce Boom Built a Very Expensive Speed Trap
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India's Battery Ambitions Run On Borrowed Volts
New EV battery plants risk entrenching the same old technology dependence
Jul 7
•
Manish Singh
5
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India's Battery Ambitions Run On Borrowed Volts
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Why India's Retail King Needs Shein
India's fast-fashion segment grew 30-40% in the year through March
Jul 3
•
Manish Singh
6
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Why India's Retail King Needs Shein
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June 2025
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.
Jun 25
•
Manish Singh
11
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The Indian Retailer Beating Zara and H&M at Their Own Game
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Blinkit Leaps Ahead as Zepto's Dark Store Engine Sputters
Zepto’s once-aggressive quick-commerce drive is losing steam.
Jun 13
•
Manish Singh
6
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Blinkit Leaps Ahead as Zepto's Dark Store Engine Sputters
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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.
Jun 11
•
Manish Singh
9
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The Case For and Against Rapido's Entry To Food Delivery
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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
Jun 3
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Manish Singh
5
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Why India's Food and Quick Commerce Might Escape China's Perpetual Disruption Spiral
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May 2025
Amazon, Flipkart and Meesho Are Driving Logistics Shakeout in India
Amazon, Flipkart and Meesho control 82% of India parcel volumes
May 21
•
Manish Singh
2
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Amazon, Flipkart and Meesho Are Driving Logistics Shakeout in India
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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.
May 19
•
Manish Singh
3
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ASEAN Capital Markets Lose Ground as India Dominates New Listings
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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…
May 13
•
Manish Singh
5
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Deep Discounting Is Breaking India's Consumer Brand Tiers
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The Key-Man Risk Threatening To Fracture India's Mutual Fund Giants
Three managers hold majority stakes in trillion-rupee portfolios
May 8
•
Manish Singh
4
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The Key-Man Risk Threatening To Fracture India's Mutual Fund Giants
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