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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
12
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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
•
Manish Singh
14
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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
1
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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
5
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JPMorgan Says India-Assembled iPhone Within Spitting Distance of China Price
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The Case For and Against Rapido's Entry To Food Delivery
Indian startup Rapido to test food delivery, leveraging its 3 million two-wheeler fleet and 8-15% take rate to pry at Zomato-Swiggy grip.
Jun 11
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Manish Singh
8
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The Case For and Against Rapido's Entry To Food Delivery
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The Indian Retailer Beating Zara and H&M at Their Own Game
Zudio, the Tata-owned retail chain, generated $1 billion in sales across 765 stores — three times Zara India's $330 million in revenue.
Jun 25
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Manish Singh
8
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The Indian Retailer Beating Zara and H&M at Their Own Game
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Why India's Food and Quick Commerce Might Escape China's Perpetual Disruption Spiral
Morgan Stanley raises India's quick commerce TAM forecast to $57 billion by 2030, up from previous $42 billion estimate
Jun 3
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Manish Singh
5
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Why India's Food and Quick Commerce Might Escape China's Perpetual Disruption Spiral
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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
4
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The Key-Man Risk Threatening To Fracture India's Mutual Fund Giants
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Deep Discounting Is Breaking India's Consumer Brand Tiers
Modern retail and quick-commerce platforms across urban India now routinely offer household essentials at discounts of 20-40% below the Maximum Retail…
May 13
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Manish Singh
5
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Deep Discounting Is Breaking India's Consumer Brand Tiers
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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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