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Amazon Makes More of More
The grocery expansion that benefits a certain 48% stakeholder.
Sep 29
•
Manish Singh
17
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
8
2
Bernstein Isn't Buying India's AI Story
"Staring down a strategic tech crisis"
Sep 4
•
Manish Singh
28
1
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
19
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
10
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
9
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
The Great Indian IT Squeeze
When everyone wants their own Bangalore
Aug 4
•
Manish Singh
9
July 2025
India's One-Airline State
How one airline came to control two-thirds of Indian aviation
Jul 30
•
Manish Singh
5
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
2
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
7
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