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Reliance, NTT-Oracle power India’s data-centre boom. Smaller rivals are left with their dreams

A tangle of approvals, high costs, and looming DPDP rules means the race could leave many smaller players sidelined before the first server even spins up

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FMCG giants are caught in a spice war. MTR’s owner beat them to it years ago

Orkla’s IPO is up against a regionally-fragmented spice market, where each state has its own unique spice blends

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Reliance’s e-commerce party is ending. And Ajio is the last to go home

Turning away from heavy promotions in a bid for prestige hasn’t been enough to fend off its struggles

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Why Reliance bought Tata-backed Karkinos for Rs 375 crore

Despite counting the Tatas, Reliance, and Mayo Clinic among its investors, Karkinos couldn’t stay afloat long. Its journey was too fast too soon

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Vegrow takes on Ninjacart and Dehaat with two fruits. Just two

In an agritech landscape where startups try to be everything to everyone, the four-year-old startup proves that mastering pomegranates and bananas could be more profitable than juggling the entire produce

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Water is the new air: the race to cool India’s data centres with pricey new tech

Three foreign firms—Vertiv, Schneider Electric, and Stulz—are set to capture a slice of India’s Rs 10,000 crore data-centre boom as liquid cooling becomes essential to handle AI’s power surge

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Can India’s antitrust chief tame the watchdog’s inner demons?

Ravneet Kaur is revitalising the Competition Commission of India, trying to shake off its toothless tiger image—but she must confront a mix of old and new challenges

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Why Reliance Retail will be stock-market pundits’ most perplexing company

It is so sprawling that every listed Indian retailer is a rival. Even when none of them has a fraction of its complexity

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How real is Reliance-owned Tira’s threat to Nykaa?

Reliance Industries's right of way can’t always be taken for granted

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Your SIM card is a new weapon in Airtel and Jio’s fintech war

Airtel is banking on its deep distribution network to do what many fintechs in India would give an arm and leg for

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Reliance Brands is killing Tata Cliq Luxury

The Mukesh Ambani-led company whisked its top-tier brands—​​Coach, Steve Madden, Kate Spade, and more—away from the Tata Group platform, granting Ajio Luxe exclusivity. Now, Tata Cliq stands on the brink of its extinction

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Why is Ola Electric in such a hurry to build its gigafactory?

Amid a flurry of activity, the US$5.4B-valued EV maker is sprinting to get the massive battery plant started within the next six months

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Jiomart B2B paused. Reliance’s FMCG disruption has to wait

Fighting the decades-old distribution system was always going to be hard, even for Reliance. Now, its priorities have shifted

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Freshly minted Jio Financial is already the hottest new employer

With an investment of over US$14 billion, the company is expected to replicate the disruption Reliance brought to the telecom industry. And it's putting together a crack team

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Reliance’s bet on Milkbasket is yielding results. Now, a complete integration with Jiomart awaits

Having highlighted the eight-year-old Milkbasket’s performance in almost all but one earnings call since the acquisition, Reliance is finally milking the e-grocer

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The pandemic couldn’t kill Bookmyshow, but it definitely changed its face

India's movie-ticketing giant bounced back to its pre-Covid self. With theatres’ future up in the air, Bookmyshow is now focusing on a difficult new realm: live events

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Disney+ Hotstar is done with premiumisation

After saying goodbye to IPL, HBO, and Formula One, it is going back to its mass entertainment roots

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JioCinema’s $2.7B gamble to stream IPL for free has advertisers worried

Reliance Industries-backed JioCinema is set to host what may be the country’s largest streaming event ever. But advertisers worry about Jio’s technical chops and their return on investment

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India’s data-privacy bill may kill privacy, favour tech giants, and stifle competition

Blocking third-party data tracking will hurt smaller digital entities and hand over near-monopolistic control over the advertising market to large corporations such as Google and Meta

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How a removal from Jio bundles spells further pain for Hotstar

The conflict between the companies, simmering since the IPL media rights auction 2022, boiled over in October when the telecom giant discontinued most streaming bundle offers—ending a fairytale Reliance-Disney collaboration

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Reliance’s startup accelerator has commitment issues

Despite 170 startups passing through its doors over the last eight years, Reliance’s startup accelerator doesn’t have many success stories to boast of. While a few have gone on to become vendors for Reliance’s businesses, some have snubbed acquisition overtures from India’s largest conglomerate, and others have been acquired by rivals

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Amara Raja, Exide face tricky tech transition in their Li-ion charge

Confronted with sliding share prices and unhappy investors, two of India’s largest lead-acid battery makers, Exide and Amara Raja, want to make lithium-ion batteries. Lithium supply chain problems aside, the arch-rivals may find that they’ve come on the scene just a little too late

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Dunzo’s grand plan to be the hyperlocal Amazon

After only expanding to eight cities in seven years, Dunzo wants to reach as many as 25 within the next 18 months. All while reaching profitability. Standing in its way, though, is a murderers' row of rivals, both old and new

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Reliance’s Jio-fication of edtech with a new Embibe

Since acquiring Embibe in 2018, Reliance has spent nearly $80 million revamping the AI-based edtech. With a mega relaunch lined up for January 2022, Embibe is looking to take the quickest route to scale—schools

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Reliance’s future-proof wager against China’s solar might

With its $770 mn acquisition of Norway’s REC Solar, Reliance Industries is betting on next-gen solar tech to move in lockstep with Chinese solar majors. And scale can’t guarantee the disruption it’s after

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The many pieces of Reliance’s integrated healthcare jigsaw

The Mukesh Ambani-led conglomerate has built up a small army of healthcare offerings with a view to creating an integrated healthcare play. Putting all these pieces together, however, is proving difficult even for a behemoth like Reliance

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JioMart’s way out of Udaan’s FMCG squeeze

With Udaan taking biscuit maker Parle to the antitrust regulator for not supplying directly to it, the fault lines in the FMCG-B2B e-commerce relationship are becoming clearer. Even so, JioMart has a few aces up its sleeve to weather the storm better than Udaan

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No sports channel, no problem: How Reliance is building a sports broadcast empire

India’s largest conglomerate Reliance Industries already owns an Indian Premier League franchise and operates the country’s top football league. Its next goal is to get into the lucrative Indian sports broadcast industry, which will reportedly be worth $1.3 billion by 2024. Indian cricket rights—the IPL in particular—are high on the agenda

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As Jio-Google’s smartphone hits production snag, Airtel prepares to hit back

India’s top telco, Reliance Jio, recently announced that its low-cost smartphone would be delayed until November. Having already suffered from inventory issues, it will be a tough task to reach its target of 300 million devices sold. Especially now that Bharti Airtel is mooting its own smartphone offering

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Reliance Jio’s K-shaped conundrum

After emerging out of nowhere and becoming number one in the world’s most competitive telecom market, Reliance Jio is in a bit of a tight spot

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JioMart Digital: Reliance’s offline push to dethrone the online smartphone kings

Smartphones and electronics have been the jewel in the crown of Flipkart and Amazon. Now, Reliance is looking to leverage the JioPhone Next to create an offline B2B empire that could topple the e-commerce giants

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India’s made-in-China toy story gets local makeover, but plot holes abound

The largest toy shop in the world, Hamleys, wants to source nearly half of its toys from India. That hasn’t always been the case—nearly 80% of India’s toy industry is driven by imports from China. The Indian government is now trying to change that narrative

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RBI’s search for another NPCI starts a street fight

The Reserve Bank of India wanted entities with new ideas to take digital payments beyond 100 million. Not only does it now have a pitched battle on its hands, but the consortiums scrambling for a licence want to duplicate existing payments products

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Offline pharma’s omnichannel pill to counter Tata, Reliance, Amazon

Already struggling offline pharmacists had to deal with deep discounts online luring customers away. Now with corporates wanting to have the e-pharmacy cake and eat it too, offline pharma is banking on its intimate relationships with customers for an omnichannel experiment

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The 2021 toolbox for India’s clean energy targets

India has made some big bets towards a greener economy. It doubled down on its targets, and even extended them from 175 GW to 225 GW by 2022. This makes 2021 a critical year—experiments must shift to implementation

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India’s market dominance contagion

India is witnessing the emergence of a few “super corporations” that dominate across sectors, both on their own and in partnership with each other. This does not bode well for their current or potential competitors

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The unbearable heaviness of being Jio Platforms

A year ago it didn’t exist. Today it’s worth $65 billion. In 2 years, $103 billion. Can it deliver the cash flows?

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Cruising towards a debt-free finish line, Reliance tripped up by JioFiber

Reliance Jio wanted to upend the broadband space the same way it changed the telecom game. Its old tricks, however, haven’t yielded similar success, leaving its sales teams struggling to meet internal targets

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