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The Nine Indias
The headline number describes 82 million people while 1.2 billion others live on a fraction of that amount
Nov 19
•
Manish Singh
124
8
23
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
61
5
8
The 500 Million Worker Problem
AI subscriptions replace Indian engineers at "higher precision and speed"
Mar 28
•
Manish Singh
14
2
3
Bernstein Isn't Buying India's AI Story
"Staring down a strategic tech crisis"
Sep 4
•
Manish Singh
32
2
8
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
29
1
3
Pricing Out the American Rotation
A $100,000 headfake.
Sep 22
•
Manish Singh
11
3
The Store Becomes the Brand
Why India's biggest retailers are putting their own names on the products they sell.
Aug 28
•
Manish Singh
28
2
1
Paying 230 Times Earnings
India trades like nowhere else.
Nov 5
•
Manish Singh
28
5
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
11
3
3
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
12
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
14
1
1
Amazon Makes More of More
The grocery expansion that benefits a certain 48% stakeholder.
Sep 29
•
Manish Singh
24
3
2
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