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The 500 Million Worker Problem
AI subscriptions replace Indian engineers at "higher precision and speed"
Mar 28
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Manish Singh
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The 500 Million Worker Problem
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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
Apr 25
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Manish Singh
10
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The Penny Economics Driving Meesho's 5 Million Daily Orders
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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
Apr 17
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Manish Singh
1
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Client Caution Weighs on India's $280 Billion Tech Services Industry
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GenAI Leaves Indian Outsourcers Fighting For Value Capture
When productivity improvements of 25% fail to boost revenue growth beyond 5%
Apr 15
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Manish Singh
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GenAI Leaves Indian Outsourcers Fighting For Value Capture
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Inside India's Semiconductor Push
The journey of auto industry in India provides a remarkable case study on how the country, with prudent policies and rising demand, could establish…
Mar 4
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Manish Singh
3
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Inside India's Semiconductor Push
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JPMorgan Says India-Assembled iPhone Within Spitting Distance of China Price
Same math slaps a $299 sticker shock on a made-in-America iPhone
May 1
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Manish Singh
4
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JPMorgan Says India-Assembled iPhone Within Spitting Distance of China Price
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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…
Mar 24
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Manish Singh
2
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Indian EV Startups Have Become 'Uninvestable,' Bernstein Says
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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…
Apr 17
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Manish Singh
3
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Blinkit And You'll Miss the 75% Valuation Gap
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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
Mar 27
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Manish Singh
3
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India E-commerce Awaits Its $3,500 GDP Moment
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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
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Manish Singh
1
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The Key-Man Risk Threatening To Fracture India's Mutual Fund Giants
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In Splendid Isolation
Or India's economic chess against twin US economic threats
Apr 7
•
Manish Singh
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In Splendid Isolation
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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
Apr 23
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Manish Singh
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UBS Trims Smartphone, PC Forecasts While India Emerges as Production Winner
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