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With the rise of quick-commerce services, apps like ShopSwiftly and Quick Compare are now aggregating prices from differ...
03/03/2025

With the rise of quick-commerce services, apps like ShopSwiftly and Quick Compare are now aggregating prices from different platforms to help consumers compare. While it sounds like a great idea, it may not succeed in the long run.

Sethu Pradeep explains why. Read at the link in the bio.

The recent wave of exits at Peak XV signals a significant shake-up at one of India’s top venture capital firms—especiall...
03/03/2025

The recent wave of exits at Peak XV signals a significant shake-up at one of India’s top venture capital firms—especially within its marketing team. And this might just be the beginning. More changes in team size and structure are expected as the firm adapts to its post-Sequoia reality.

Many of these departures are seen as a natural fallout of the fund no longer being an outpost of Sequoia Capital, following their split in 2022. But this also raises a crucial question: Is Peak XV facing an identity crisis, or is it on the path to a stronger, independent future?

What’s next for the fund? Harveen Ahluwalia explains.

Read at the link in the bio.

Thanks to CEO Vijay Shekhar Sharma’s steady focus on improving compliance, cutting costs, and recovering market share a...
02/03/2025


Thanks to CEO Vijay Shekhar Sharma’s steady focus on improving compliance, cutting costs, and recovering market share after the RBI shut down his payments bank, Paytm is on the road to recovery.
Its revenue has grown since, and the upturn has persisted, but the fintech major has yet to return to its earlier highs.
Now, the key question is: Has Paytm’s fundamental approach that led to the RBI crackdown changed?
Read today’s longread by Abir Dasgupta to find out. Read at the link in the bio.

Over the past few years, India’s quick-commerce segment has grown rapidly. Its market size has surged from $300 millio...
02/03/2025



Over the past few years, India’s quick-commerce segment has grown rapidly. Its market size has surged from $300 million in the 2021-22 fiscal year to $7.1 billion in the current financial year.

Rivals have successfully tapped into this space, while BigBasket—one of the first to enter the online grocery market in 2011—hasn’t cracked the quick-commerce puzzle, despite support from India’s leading conglomerate and recent efforts to course-correct.

Disha Acharya explains why. Read at the link in the bio.

Within just two weeks of launching its first solar panel manufacturing plant in the US, Waaree Energies has been hit wit...
02/03/2025

Within just two weeks of launching its first solar panel manufacturing plant in the US, Waaree Energies has been hit with a patent infringement lawsuit.

Filed in the US District Court for the Southern District of Texas by China’s JinkoSolar, the lawsuit alleges that Waaree Solar Americas has been making, selling, and importing solar panels using patented technology without authorization.

This legal battle threatens to eclipse a significant chunk of Waaree’s overseas business, putting investors at grave risk.
Azman Usmani writes. Read at the link in the bio.

The latest financials of India’s 200+ unicorns paint a sobering picture—fewer than 10 are actually profitable. Despite t...
02/03/2025

The latest financials of India’s 200+ unicorns paint a sobering picture—fewer than 10 are actually profitable. Despite the brilliance and talent driving these ventures, profitability remains elusive for most.

Now, contrast this with Redseer, the market research and consulting firm founded by Anil Kumar in Bengaluru. While many startups chase scale at any cost, Redseer has carved out a different path.What sets it apart?

Find out in today’s newsletter by Ashish K. Mishra at the link in the bio.

Last week, the National Stock Exchange announced changes to its flagship Nifty 50 index—replacing BPCL and Britannia wi...
01/03/2025


Last week, the National Stock Exchange announced changes to its flagship Nifty 50 index—replacing BPCL and Britannia with Jio Financial Services and Zomato (now Eternal), effective March 28, 2025.
The move has sparked debate. Both new entrants have high price-to-earnings (PE) ratios, even after significant corrections—Jio down 41% and Zomato down 27% from their peaks. This shift will push Nifty 50’s overall PE ratio higher, reinforcing concerns about India’s market being too expensive—a key reason why foreign investors are increasingly looking toward cheaper Chinese equities.
Ujval Nanavati writes.
Read at the link in the bio.

[A free Read] US President Donald Trump’s public showdown with visiting Ukrainian President Volodymyr Zelenskyy on Frida...
01/03/2025

[A free Read]

US President Donald Trump’s public showdown with visiting Ukrainian President Volodymyr Zelenskyy on Friday has sent shockwaves through the global order. What was once a rules-based system is now teetering on unpredictability, with major powers reshaping alliances at will.

For India, this marks a turning point. New Delhi now faces the challenge of surviving global disorder rather than thriving in it. The erosion of international norms weakens India’s strategic position—especially against an increasingly assertive China. Stability is no longer guaranteed; adaptability is now the key.

Sushant Singh explains why New Delhi should be worried. Read at the link in the bio.

The Delhi High Court has ordered Amazon Technologies to pay $39 million (Rs 340 crore) in damages to Lifestyle Equities ...
28/02/2025

The Delhi High Court has ordered Amazon Technologies to pay $39 million (Rs 340 crore) in damages to Lifestyle Equities for infringing the Beverly Hills Polo Club trademark by selling similarly branded garments for lower prices on Amazon India.

Disha Acharya reports. Read at the link in the bio.

Within just two weeks of launching its first solar panel manufacturing plant in the US, Waaree Energies has been hit wit...
27/02/2025

Within just two weeks of launching its first solar panel manufacturing plant in the US, Waaree Energies has been hit with a patent infringement lawsuit.

Filed in the US District Court for the Southern District of Texas by China’s JinkoSolar, the lawsuit alleges that Waaree Solar Americas has been making, selling, and importing solar panels using patented technology without authorization.

This legal battle threatens to eclipse a significant chunk of Waaree’s overseas business, putting investors at grave risk.
Azman Usmani writes. Read at the link in the bio.

Google is restructuring its government affairs and public policy team in India, months after the Competition Commission ...
26/02/2025

Google is restructuring its government affairs and public policy team in India, months after the Competition Commission of India ordered an investigation into the company for allegedly breaching antitrust rules.

Sethu Pradeep with today’s News Brie. Read at the link in the bio.

Last week, the National Stock Exchange announced changes to its flagship Nifty 50 index—replacing BPCL and Britannia wit...
26/02/2025

Last week, the National Stock Exchange announced changes to its flagship Nifty 50 index—replacing BPCL and Britannia with Jio Financial Services and Zomato (now Eternal), effective March 28, 2025.

The move has sparked debate. Both new entrants have high price-to-earnings (PE) ratios, even after significant corrections—Jio down 41% and Zomato down 27% from their peaks. This shift will push Nifty 50’s overall PE ratio higher, reinforcing concerns about India’s market being too expensive—a key reason why foreign investors are increasingly looking toward cheaper Chinese equities.

Ujval Nanavati writes at the link in the bio.

Nestlé India is considering raising product prices due to inflation. The company also noted early signs of a revival in ...
25/02/2025

Nestlé India is considering raising product prices due to inflation. The company also noted early signs of a revival in urban consumption but stated it is too soon to determine if the trend will persist.

Disha Acharya writes. Read at the link in the bio.

Microsoft made waves with the announcement of Majorana 1—the world’s first quantum chip powered by topological core arch...
25/02/2025

Microsoft made waves with the announcement of Majorana 1—the world’s first quantum chip powered by topological core architecture. The promise? Real quantum computers solving industrial-scale problems in years instead of decades.

But experts aren’t convinced. Many argue that Microsoft is overhyping its achievement, pointing out that the company’s recent research paper makes only a modest claim.

So, is this a breakthrough or just buzz? Sethu Pradeep breaks it down.

Ever since acquiring Ebix, Eraaya has been mired in controversy. The latest and most serious development? A damning resi...
25/02/2025

Ever since acquiring Ebix, Eraaya has been mired in controversy. The latest and most serious development? A damning resignation letter from one of the two independent directors who recently stepped down—alleging fraud and a troubling history of cases against the promoter.
While Eraaya did publish the shareholders’ notice (though not required by SEBI), it failed to upload the directors' resignation letters, a clear regulatory violation.

So, what is Eraaya Lifespaces trying to hide?

Read more from Furquan Moharkan at the link in the bio.

Customers who pay for premium memberships on quick-commerce platforms expect better service—but instead, they’re falling...
24/02/2025

Customers who pay for premium memberships on quick-commerce platforms expect better service—but instead, they’re falling victim to deceptive tactics. From misleading rewards and negative reinforcement to charging higher prices for users with premium devices, these platforms are pushing the boundaries of dark patterns.

While dark patterns in quick commerce aren’t new, their infiltration into paid memberships raises serious concerns. Do we have the right laws to protect consumers?

Disha Acharya with today’s explainer. Read at the link in the bio.

Amidst all the noise surrounding Ola Electric’s challenges, another looming concern has been overlooked: Ola Consumer (f...
24/02/2025

Amidst all the noise surrounding Ola Electric’s challenges, another looming concern has been overlooked: Ola Consumer (formerly Ola Cabs) is hurtling toward the public markets, despite fundamental weaknesses that make it a risky bet.

From the outside, Ola Consumer projects an image of stability and growth. But dig deeper, and you’ll find glaring issues—so severe that even founder and CEO Bhavish Aggarwal seems unwilling to bet on the company’s future. With shaky financials, an unclear direction, and no clear path to profitability, the upcoming IPO raises serious red flags for investors.

What’s really going on behind the scenes?

Pradip K. Saha uncovers the story, breaking down why investors should brace themselves for what’s coming. Read at the link in the bio.

YouTuber Ranveer Allahbadia is facing intense backlash after a joke on a YouTube show went viral, sparking widespread o...
23/02/2025


YouTuber Ranveer Allahbadia is facing intense backlash after a joke on a YouTube show went viral, sparking widespread offense. Multiple FIRs have been filed against him and others associated with the show.
But beyond the controversy, this reckless overreaction raises a bigger question—does it pose a serious threat to free expression on the internet?
Sethu Pradeep breaks down the story. Read at the link in the bio.

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