Sitemap - 2024 - India Dispatch

The Collapse of Mid-Range Smartphones

Reliance Spends $13 Billion on Five-Year Acquisition Spree

India’s Banks Grapple With Liquidity Constraints as Growth Slows

JPMorgan Values PayU at $2.9 Billion Ahead of 2025 India IPO

Indian Consumers Show Signs of Fatigue Amid Market Rally

Software Revenue Lags Despite Tech Giants’ $292 Billion AI Spend

Zepto Edges Past Blinkit as Monthly Users Hit 31 Million

India Alternatives Eye $2 Trillion Prize on HNI Wealth Surge

Indian Retail Investors Shrug Off Growth Slowdown To Push Stocks Higher

Indian IPO Valuations: Paying More For Less

Reliance Retail's 'Forgettable' Year

Food Delivery Apps Are Crushing India’s Fast Food Chains

India’s Value Retailers: $3.5 T-shirts, Triple-Digit Multiples

In India, Direct Mutual Funds Are Actually Working

India’s EV Paradox: Highest Subsidies, Lowest Uptake

Price Targets: A Market Compass, Not a GPS

Swiggy Valuation Reveals an Expensive Lesson in Being Second

Further Further China: India Needs Beijing To Beat Beijing

India’s Per Capita Gap

Indian Mid-Cap IT Stocks Defy Valuation Logic

That China-India Rotation Went Precisely Nowhere

Cloud Migration Is Back (If You Ignore the Actual Numbers)

India’s Domestic Investors Are Running Low On Ammo as Foreigners Bolt

Late-Stage Startup Deals Fetch Premium Despite Market Reset

India Corporate Earnings Miss Masks Deeper Economic Concerns

The Curious Case of India’s Foreigner-Free Bull Run

India’s Retail Disruption That Wasn’t

Goldman Values Zomato’s Blinkit at $18B as Quick Commerce Outpaces Food Delivery

Microfinance Lenders Slash Rates as RBI Cracks Down on ‘Usurious’ Pricing

UBS Raises PayU Valuation To $4.2 Billion as Fintech Multiples Expand

Quick Commerce Upending Indian Retail as DMart Struggles To Adapt

India’s Corporate Earnings Falter as Economic Slowdown Deepens

Prosus Slams Brakes on Investments

DMart’s Secret Sauce: A 43% Discount

India Investment Banking League Tables

India’s Economy Shows Visible Signs of Slowdown

Indian and Foreign Mutual Funds Diverge on Indian Equities

Trump 2.0 Presidency Could Benefit India But Poses Risks for Rest of Asia

India Surpasses China in Key Emerging Markets Index

India Quick Commerce Market To Hit $22 Billion GMV By 2027 as Competition Intensifies

Ola Electric’s Market Share Plummets from 49% to 33% in Two Months

India’s Manufacturing Push Tests Limits of China Comparison

Private Indian Insurers Undervalued Despite Growth Outlook

UBS Gives BlinkIt $15.4 Billion Valuation

Three Paths For Paytm Revival

India's Stocks Defy Gravity as Domestic Liquidity Fuels Rich Valuations

Flipkart Maintains Lead in India’s Online Retail Market

80% of India’s Online Shoppers Now Mass Consumers, Meesho Study Says

EV Demand Set To Surge Eightfold Across India and SEA By 2030

India Braces For Private Equity Investment Shake-up as Global Headwinds Loom

Indian Life Insurers Poised To Outperform Asset Managers, Bernstein Says

Garena Free Fire Max Corners 50% of Indian Mobile Gaming Market

Unexpected Slowdown in India’s Retail Market Raises Concerns

Global Private Equity Giants Pivot To India as China Loses Lustre

AI Adoption Creeps as Enterprises Wrestle With Costs and Use Cases

Cricket Dictates Massive Swings in India's Streaming Wars

Time Pressure Mounts on Trillions in Dry Powder

India’s AI System Bhashini is Gaining Ground

Quick Commerce Insider Reveals State of Market on UBS Call

AI Stocks Balloon Even As Earnings Lag, Jefferies Warns

Jefferies Says Reliance Can List Jio in 2025 at $112 Billion Valuation

India Insurance Sector Faces Regulatory Headwinds but Growth Potential Remains, JPMorgan Says

India Falls Out of Favor With Asia Funds

Apple Briefly Hit 10%+ Share In India Smartphone Market

Credit Card Giants Tighten Grip As Market Moves To Consolidation Phase

Make in India Stumbles on Port Bottlenecks

Indian Life Insurers Defy Asian Peers With Premium Valuations

Reliance’s Monetization 4.0

Asia Ages Rapidly While India Squanders Its Youth Bonus

Can Zomato Cook Up Returns To Match Its Global Peers?

Flipkart Is Beating Amazon in India

India Is No China When It Comes To E-commerce Logistics

HSBC Writes Down Byju’s, Once $22 Billion Indian Edtech Giant, To Zero

PE Firms Are Flocking To India’s Tech Services Sector

Meesho’s Valmo Move Sends Ripples Through India’s 3PL Ecosystem

The Economics of India’s 10-Minute Delivery Dark Stores

Jio’s Faustian Bargain

Gen Z Embrace Quick Commerce And Shun Modern Retail

Keeping It In The Family Pays Off For Asia Inc

BofA May 2024 Consumer Survey

Changing Contours of Indian Household Savings

Stripe Denies It is Weighing an Investment in SBI Payments

Garena Free Fire’s India Future Remains Uncertain Eight Months After Relaunch

What Sells on Quick Commerce in India?

Venture Firms Double, Then Halve, in Stunning Reversal

Indian IT Outsourcing Firms Cut 60,000 Jobs in First Layoffs in 20 Years

Quick Commerce's Transformation From 'Good To Have' To 'Indispensable' Use Case

Indian Grocery Migration From Unorganised Retail To Quick Commerce

100 Million Credit Cards Issued in India

Over 35,000 startups shut down in India in 2023