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Meesho held 29-31% of India's e-commerce shipments in fiscal 2025 (excluding hyperlocal), the highest among any e-commerce firm, per Redseer data cited in the prospectus. Cash on delivery accounted for roughly 75% of orders in quarter ending June 30, with one in four failing.
HSBC says global investors are positioning India as an "anti-AI play."
Reminds me of this line from @tylercowen:
easily the most baller email signature I’ve ever seen (European curator)
A look at quick commerce in India and China: India's ecosystem is evolving into a retail-media play, while China's is being used as a weapon in platform wars (@refsrc / India Dispatch) indiadispatch.com/p/quick-commer… techmeme.com/251014/p3#a251… 📫 Subscribe: techmeme.com/newsletter?fro…
If my IPO was subscribed 50x+ in South Korea, you can bet I will be speaking fluent Korean, too.
LG India's managing director Hong Ju Jeon begins his speech on the listing of the South Korean firm's Indian unit in Hindi, and then to everyone's shock, continues, delivering it entirely in Hindi. Brownie points for mixing things up in an usually dreary event #lgipo
Domestic investors in India remain bullish on IT firms. Foreign investors, not so much.
Everyone, Blusmart company has been shut since feb’2025. Founders have done the fraud. Do not expect any refund of your wallet money. Even the employees have also not got their 4 months salary. No point messaging on social media.
On a somewhat related note, return distribution of all IPOs that have opened in India since January last year (listing gains not included)
4 months ago, HDB Financial's IPO was heavily oversubscribed - especially the institutional portion. Today, it is trading at less than IPO price. Lots of lessons there - ahead of the coming deluge of IPOs in India.
Many of you have been asking how slice can give 100% of RBI’s repo rate on savings when most other banks offer only 2.5%. And whether it is sustainable? Here’s the answer and why it matters: It’s true that most banks give customers only 2.5% interest rates on money parked in…
in venture capital, ultimately “only a handful of companies per year actually matter” just 6 firms led the Series A of ~60% of startups in India that are worth $1B+ today. the list of firms leading investments in these cos is fairly predictable - PANZEL + Tiger Global
you’re too worried about losing your reputation while you have none
Domino's India franchisee generates about a tenth of its revenue after 11pm.
How Amazon's 48% stake in Indian supermarket chain More is becoming a strategic asset in the e-commerce giant's patient grocery delivery expansion across India (@refsrc / India Dispatch) indiadispatch.com/p/amazon-more-… techmeme.com/251001/p4#a251… 📫 Subscribe: techmeme.com/newsletter?fro…
US should be embarrassed we are a tech laggard to Brazil. PIX is what FedNow wants to be. India, China, UK and many other countries have had a system exactly like Pix for years and years. Study PIX. Way better than what we have in US. FPS in UK launched 17 years ago. Captured.
Amazon's 2019 investment in Indian supermarket chain More is quietly becoming a strategic asset -- and positions the e-commerce giant perfectly should New Delhi ease ownership rules indiadispatch.com/p/amazon-more-…
Network effects can’t be displaced with emotions.
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