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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
52
5
Is India the Global Anti-AI Play?
Follow the money.
Oct 17
•
Manish Singh
14
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
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
September 2025
Amazon Makes More of More
The grocery expansion that benefits a certain 48% stakeholder.
Sep 29
•
Manish Singh
23
3
Pricing Out the American Rotation
A $100,000 headfake.
Sep 22
•
Manish Singh
11
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
Bernstein Isn't Buying India's AI Story
"Staring down a strategic tech crisis"
Sep 4
•
Manish Singh
31
2
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
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
China-Plus-One Was Just China All Along
India's electronics manufacturing self-reliance strategy requires reliance on its biggest rival
Aug 14
•
Manish Singh
10
1
India and the Art of Selling Tomorrow
Wall Street's perpetually rosy forecasts for India are almost always wrong
Aug 8
•
Manish Singh
11
1
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