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Should Phonepe be worth more than Paytm’s $7.9B?

The Walmart-backed company commands nearly half of India’s digital-payments landscape. But its financials trail its smaller, listed rival

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Trump raised H-1B fees. GCCs raised expectations. Only one stuck

The visa-fee hike was supposed to be the turning point for these offshore units. But handing over power isn’t easy for US firms

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Inside Kalyan Krishnamurthy’s fight to steady Flipkart as lieutenants flee

Under Walmart’s growing impatience, the CEO struggles to hold together the e-commerce giant’s leadership as execution falters, and rivals emerge and surge ahead

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Flipkart and Bigbasket start their own q-commerce fight—away from Blinkit and Zepto

They are making up for lost time by turning to a category in which they have an edge over the incumbents: electronics

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Flipkart’s problem with 15-minute delivery: it’s great at two-day shipping

In its fight against Blinkit and Instamart, the Walmart-owned e-commerce major is relying on a logistics team in need of dramatic changes to deliver packages instantly

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Will Flipkart become Phonepe before Phonepe becomes Flipkart?

Walmart-owned Flipkart and Walmart-owned Phonepe are both headed by ambitious CEOs. Both companies want to IPO. Both have over 500 million users. And both are also increasingly competing on each other’s respective turfs

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Flipkart thought it could make Cleartrip fly the e-commerce way

But the Walmart-owned giant’s hypergrowth playbook hasn’t quite helped Cleartrip take off, despite a booming travel industry

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ANSR’s Ahuja duo on why “everybody, from Victoria’s Secret to Google, will do pretty much the same thing in India”

As technology upends every business, the idea of a ‘second headquarters’ is gaining steam. The more traditional the business, the more the need to set up capability centres in India

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Inside Flipkart: a high-pressure workplace thanks to its IPO dreams. And Walmart

The absence of salary hikes and relentless hours have pushed employees to the brink as they chase after CEO Kalyan Krishnamurthy's audacious goals

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Chennai makes a pitch to bring back multinationals’ offshore centres. If only it had the talent

Tamil Nadu made early moves to lure large companies into setting up their global capability centres in its capital city, but has lost ground to nearby tech hubs

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Walmart and Ikea are why a British-era industry is back in vogue

Decades after the Indian jute industry was declared dead, global demand for sustainable shopping bags is resurrecting it

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In its battle with Amazon and Flipkart, Meesho becomes more like them

Moving on from social commerce, the US$5 billion startup is venturing deeper into the e-commerce giants’ territory. But how far can it go without losing its USP?

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One playbook, two strategies: PhonePe’s finserv ambitions come from Paytm stock

With a user base of over 350 million, PhonePe is eyeing growth in its investments business. Recent acquisitions and applications for regulatory licences are part of its strategy but its biggest challenge is likely to be the cross-selling hurdle which has humbled bigger rivals like Paytm in the past

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Shopsy: Flipkart’s pricey social commerce bet on India’s hinterland users

Shopsy was Flipkart’s answer to social commerce unicorn Meesho’s entry into its territory. But in its attempt to draw in low-income, tier-2-and-beyond users, the Indian e-commerce giant is burning cash faster than it can say “monetisation”

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Flipkart’s winding path back on the straight and narrow

Ahead of a $10 billion IPO, Flipkart’s changing how it does business. Its wholesale arm—which earned over Rs 31,000 crore in FY20—is planning to no longer sell to vendors on its platform. Instead, it will merely connect them to brands. Industry insiders, though, aren’t convinced much will change, while brands are uncomfortable with the new arrangement

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Flipkart lost the smartphone plot, now it must flip the script

Ever since Motorola and Xiaomi burst onto the online smartphone market with the exclusive deals and flash sales, Flipkart has ridden the e-commerce wave. Until 2020, when it ceded ground to Amazon. Profitability is in the doldrums and an IPO is approaching; Flipkart’s crown jewel is in danger of dulling

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How Pacman helped Udaan survive a tumultuous 2020

3,000 people laid off. An FMCG-food category culture clash. A stagnant Mario. And finally, a $280 million funds top-up. Here's how 2020 shook up India's leading B2B unicorn

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Grocery and the illusion of an online-offline divide

Aided by the pandemic, 2021 will see supermarket chains and e-grocers wading further into each other’s territory

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Walmart Labs and India’s offshoring 3.X moment

The pandemic and the US visa restrictions have now made foreign companies more dependent on development centres, owned and operated by these companies. The race for talent is now on. Could this be India’s fourth offshoring wave?

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Flipkart, Amazon, Snapdeal: 10 years, 3 players, 1 e-commerce story

The one sector where companies have grown super fast, hit speed breakers, pivoted, and basically lived their entire lifetimes in the past decade has been e-commerce. From books to clothes to furniture to smartphones to even grocery, e-commerce has seen it all in the 2010s

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Wholesale change at Flipkart as Walmart orders overhaul

American retailer Walmart wants its largest acquisition—Flipkart—recast in its own mould. From grocery arm Supermart to logistics business Ekart, Walmart is leaving no stone unturned

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Myntra changes its style to fit Walmart’s designs

Not too long ago, Myntra was the fashionable jewel in Flipkart's crown. Today, the fashion e-tailer's growth is slowing, it's seen major changes in management, its Chinese wall with Flipkart is crumbling, and Flipkart Fashion has shot ahead of it. With fashion e-retail increasingly going tier-2 and Walmart shifting goalposts for Myntra, it's in a bit of a flux

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How PhonePe went from cameo to starring role in Flipkart’s show

From $2 billion in 2018, Flipkart-owned PhonePe is worth ~$10 billion today. As it has grown, its reliance on Flipkart has shrunk. Once, 50% of its monthly transactions came through Flipkart. Today, this is less than 0.5%. But as PhonePe looks to fly the nest, it must figure out its business model

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From groceries to smartphones: Flipkart’s hyperlocal deliverance

From grocery space laggard, Flipkart is aiming to not just draw level with its rivals, but overtake them. Along the way, it could finally realise Walmart’s vision for it

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Can Udaan become the Flipkart of B2B e-commerce in India?

Udaan, whose founders came from Flipkart, became a billion-dollar unicorn in just over two years because it hit India’s massive and untapped B2B opportunity at the right time and place. Can it pull off another Flipkart?

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Beauty and the retail beast: Nykaa’s new challenge

Nykaa was one of the first to jump on the online cosmetics bandwagon. But now, retailers from Shoppers Stop to Myntra and Amazon want in—and are looking to knock Nykaa off its throne

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Paytm First and the subscription fatigue gravy train

Paytm has launched a subscription-based loyalty programme to hold on to its users, but there’s a lot that just doesn’t add up

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The great Indian game of e-commerce laundering

Bad laws, Flipkart, Amazon, expensive lawyers and the washing of B2B into B2C

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Why Sachin Bansal is playing in the SoftBank/Tiger Global sweepstakes

Flipkart co-founder Sachin Bansal is lining up a second tryst with destiny. Will his entry shake up late-stage funding in India?

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Paytm Mall: A hammer in search of a nail

In the last six months, Paytm Mall has been called many things. E-commerce. Digital commerce. Offline-to-online commerce. Go big or go home kind of commerce. What it hasn’t been called is hope. Yes. Hope. A singular emotion that, after wallets, Paytm, the company founded by Vijay Shekhar Sharma, will be able to amount to something useful

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Can Walmart-Flipkart look beyond a “dark” future in India?

With the acquisition of Flipkart, Walmart finally has the missing piece it needs to solve the Indian retail puzzle

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Is D-Mart ready for the e-commerce battle?

India’s most profitable retailer is making a play for the online grocery market, but it could be a case of too much, too soon

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Why rooftops are the sunniest for Amplus and Cleanmax

Between big solar and households, a few companies are striking gold in commercial rooftop solar. As cheap imported modules flood India, these guys claim they deploy cutting-edge tech

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