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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
1
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
1
Blinkit And You'll Miss the 75% Valuation Gap
India’s quick‑commerce market is wrestling with an awkward valuation spread: HSBC values Eternal’s Blinkit at about $10.5 billion, while Swiggy’s…
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Manish Singh
GenAI Leaves Indian Outsourcers Fighting For Value Capture
When productivity improvements of 25% fail to boost revenue growth beyond 5%
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Manish Singh
1
In Splendid Isolation
Or India's economic chess against twin US economic threats
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Manish Singh

March 2025

The 500 Million Worker Problem
AI subscriptions replace Indian engineers at "higher precision and speed"
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Manish Singh
2
India E-commerce Awaits Its $3,500 GDP Moment
India's e-commerce needs tens of millions more Indians with money to spend in the world's most populous digital marketplace
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Manish Singh
Indian EV Startups Have Become 'Uninvestable,' Bernstein Says
India’s electric vehicle revolution is turning into a case study of incumbent advantage with startups becoming “uninvestable,” says investment bank…
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Manish Singh
India Swings On Narrative
Foreign institutional investors have flipped from heavily overweight to underweight on India in a matter of months, revealing the market’s tendency to…
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Manish Singh
© 2025 Manish Singh
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