Advisor to founders and VCs; angel investor. Formerly a reporter with TechCrunch, CNBC etc.
Bengaluru
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India's proposed reset of insurance distribution costs resembles the one China introduced in 2023. JPM on how that played out in China:
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IT giant Wipro expects its AI deflation problem to be over soon -- provided the technology stops improving
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Bernstein: Many of India's large caps represent a "bygone economic era"
Foreign institutional investors will return to trade, but have "little reason" to invest in India
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UPI's new merchant fee is a $2.2 billion a year business for the industry, per Goldman.
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India and the U.S. sit at opposite ends of global beer consumption forecasts to 2030
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The U.S. now imports about half its smartphones from India, up from almost none 8-9 years ago
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Toing, Swiggy's 1-year-old affordable food delivery offering, now matches Zomato in weekly active users.
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India is the second largest solar PV manufacturer in the world, but the gap between #2 and #1 is quite something.
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HUL splits Indian consumers into three cohorts, benchmarked to household incomes in France, Indonesia and parts of Africa
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Ten years after Jio introduced unlimited data plans in India and forced rivals to match the offering, Airtel's chief executive tells HSBC such plans need to be removed.
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Tier 2 cities in India have overtaken tier 1 on the electric share of two-wheeler sales.
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India has reached the income level at which the U.S., Europe and China all went on chain-hotel building sprees.
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Flipkart Minutes now runs more dark stores than Swiggy Instamart in the top 10 cities, CLSA says
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India's PLI schemes have succeeded in drawing manufacturing investment, reaching about 82% of the government's target, but have so far delivered only 14% of the jobs it expected
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Morgan Stanley's quick commerce "bull" case has fewer orders than its "base" case, ~identical monthly transacting users
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Year-over-year growth in average monthly active users across India's e-commerce apps. On this metric, Amazon hasn't grown in a long time.
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Sun TV, the Indian broadcaster behind a stable of Tamil and Telugu TV channels and the IPL's Sunrisers Hyderabad, now owes over 80% of its $2b market cap to the cricket franchise, says CLSA
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Euromonitor's projections for India: Nearly a million Indians will earn over $150,000 a year by 2040
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Jefferies sees MDR on UPI adding $525 million to $1.05 billion to payment platforms' FY28 revenue.
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RIP cheap Android smartphones.
Jefferies: "Android players will likely cancel low-end models"
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Goldman Sachs says it estimates 8-12% of India’s non-agricultural employment is at risk of substitution due to Gen-AI
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Uptake of weight-loss drugs in India is slow and likely to remain slow, held back by many things but mostly carb-heavy diets and patients quitting treatment early.
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A paper built on dataset of more than 100,000 professionals affiliated with U.S. venture firms from 1996 to 2025 found that top 1% of VCs, about 120 people, generated 57% of the industry’s $1.2t net profits. Top 5%, about 600 people, accounted for 90%.
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About 80% of brands on quick commerce platforms are D2C brands. Brands from listed FMCG players and international brands account for roughly 10% each.
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Samsung Electronics' profits are projected to hit $200b this year -- roughly the same as the combined earnings of all listed companies in India
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Lenskart's international average selling prices are roughly 3x India's while customer acquisition costs run about 2x
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Imagine spending 10 years conditioning a market to finally give you some $$, then watching a new competitor force you to start giving it back.
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Switzerland has saved one and a half times its entire economy for retirement. Canada and Australia are close behind. All of India’s pension money, added up, is sub 10% of GDP.
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Of the roughly 900 dark stores the five largest quick commerce operators opened last quarter, nine of 10 are no longer expanding the market.
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Quikr, which was once the largest online classifieds business in India and became a unicorn in 2015, now draws traffic that UBS estimates at 4-5% of rival OLX's.
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Quick commerce shelves have become the new D2C launchpad in India: 70%+ respondents to a BofA survey willing to try unfamiliar brands featured on QC apps
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Groww is now India internet's favorite buyside stock, per Kotak IB research. It's getting more of the sector's buying than any other name, displacing Eternal, which held the top position for a long time.
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China’s online travel market grew by roughly $35 billion last year. India’s entire online travel market is $28 billion. From an HSBC report this week:
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