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Manish Singh

@refsrc

https://indiadispatch.com/about

Manish Singh 已轉發

Reminds me of this line from @tylercowen:

AlecStapp's tweet image. Reminds me of this line from @tylercowen:

easily the most baller email signature I’ve ever seen (European curator)

dnlklr's tweet image. easily the most baller email signature I’ve ever seen (European curator)


Manish Singh 已轉發

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.

refsrc's tweet image. Domestic investors in India remain bullish on IT firms. Foreign investors, not so much.

Manish Singh 已轉發

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)

refsrc's tweet image. 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.

PositiveGamma's tweet image. 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.


Manish Singh 已轉發

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…

rajanbajaj_'s tweet image. 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…

Manish Singh 已轉發

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

anmolm_'s tweet image. 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

Manish Singh 已轉發

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.

refsrc's tweet image. Domino's India franchisee generates about a tenth of its revenue after 11pm.

Coinbase restarts India business.

refsrc's tweet image. Coinbase restarts India business.

Manish Singh 已轉發

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…


Manish Singh 已轉發

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.

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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-…


Manish Singh 已轉發

Network effects can’t be displaced with emotions.


CLSA warns Indian payment valuations are detached from crashing growth reality:

refsrc's tweet image. CLSA warns Indian payment valuations are detached from crashing growth reality:

Hyundai Motor's subsidiary in India contributes 6% to Hyundai Motor's global revenue but trades at a similar market cap.

refsrc's tweet image. Hyundai Motor's subsidiary in India contributes 6% to Hyundai Motor's global revenue but trades at a similar market cap.

Manish Singh 已轉發

Met Sri S. L. Bhyrappa for the first time in 2013 at his residence in Mysore. Recently, he spent a couple of weeks at our home.. a privilege I will always cherish. Grateful for the time, the conversations, and the wisdom of the legend himself. Om Shanti..

agNishchay's tweet image. Met Sri S. L. Bhyrappa for the first time in 2013 at his residence in Mysore. Recently, he spent a couple of weeks at our home.. a privilege I will always cherish. Grateful for the time, the conversations, and the wisdom of the legend himself.

Om Shanti..
agNishchay's tweet image. Met Sri S. L. Bhyrappa for the first time in 2013 at his residence in Mysore. Recently, he spent a couple of weeks at our home.. a privilege I will always cherish. Grateful for the time, the conversations, and the wisdom of the legend himself.

Om Shanti..

In the passing of Shri S.L. Bhyrappa Ji, we have lost a towering stalwart who stirred our conscience and delved deep into the soul of India. A fearless and timeless thinker, he profoundly enriched Kannada literature with his thought-provoking works. His writings inspired…

narendramodi's tweet image. In the passing of Shri S.L. Bhyrappa Ji, we have lost a towering stalwart who stirred our conscience and delved deep into the soul of India. A fearless and timeless thinker, he profoundly enriched Kannada literature with his thought-provoking works. His writings inspired…


Manish Singh 已轉發

Teams is so bloated it needs advanced cooling.

An important breakthrough from our teams: a new approach to liquid cooling that uses microfluidics, opening the door to more efficient, sustainable, and power-dense datacenters than conventional methods. news.microsoft.com/source/feature…



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