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India

ByteDance – Chinese whispers.

Little suffering from the current ban. The notion that the current ban in India is going to cost ByteDance $6bn in revenues sounds to me like a piece of 3rd...

China vs. India – Warning shot.

Ban is meaningless without further action. India’s banning of 59 Chinese apps including TikTok and WeChat is a ban that will have very little effect without further government action making...

Jio Platforms – Land grab

Jio is making a play to finally create a home-grown digital ecosystem. General Atlantic and Saudi PIF look set to follow Facebook, Silverlake and Vista Equity Partners in investing substantial...

SoftBank & OYO – The gathering storm

OYO is another blackeye in waiting. SoftBank’s flagging reputation may be about to take another hit as another of its flagship investments has hit difficulties and is struggling to overcome...

India Electric Vehicles – All about cost.

Its time will come. The characteristic of the Indian market that makes it such a poor market for Electrical Vehicles today, will ensure that when the time is right, India...

Spotify – The wrong 99.9.

99.9% of India will be free not $9.99. Hopes of edgy investors are being raised by the notion that Spotify is now in a position to launch in India, but...

Ecosystem lite – Pledge of allegiance

KaiOS works better than Android at the lowest end.   Google is having another crack at social networking and an important part of its success could end up being dependent...

Indian e-commerce – Play defence.

Reply to this post           I don’t think that India is Walmart’s priority. Walmart’s agreement to take a controlling stake in Flipkart has all the hallmarks...

India e-commerce – Last man standing

Reply to this post           Flipkart looks close to keeping Amazon out. Jasper Infotech which owns online marketplace Snapdeal has reported dreadful revenue performance that almost...

Xiaomi – Market timing

Reply to this post           Xiaomi considers a big equity event just as growth peaks again. Xiaomi’s genius for timing is confirmed as talk of an...