Consumer Analyst / Channel Surveillance Specialist, Trudence Capital Advisors

Pranav Bhavsar

Consumer Analyst / Channel Surveillance Specialist

ASA Capital Management

ASA Capital Management is a boutique Research and Investment Advisory firm focusing on primary research in India. ASA provides bespoke research services to Institutional Clients with a focus on due diligence backed with primary research, Field Trips & Channel Checks.

Thematic (Sector/Industry)

<p>Can <a href="https://www.smartkarma.com/entities/787" target="_blank" data-smartkarma-citation="entities:787:1">Alibaba Group Holding (BABA US)</a> 's Alipay and <a href="https://www.smartkarma.com/entities/26" target="_blank" data-smartkarma-citation="entities:26:1">Tencent Holdings (700 HK)</a> WeChat pay replicate their success in India? With the world's second highest mobile phone users and more than 45 pre-paid Payment Instruments providers, India is witnessing a fiercely competitive payments landscape. In this Insight, we explore options available for public market and VC/PE investors to play the Indian payments theme. We also provide an overview of Indian investments of <a href="https://www.smartkarma.com/entities/787" target="_blank" data-smartkarma-citation="entities:787:1">Alibaba Group Holding (BABA US)</a> , <a href="https://www.smartkarma.com/entities/24240" target="_blank" data-smartkarma-citation="entities:24240:1">Ant Financial (1051260D CH)</a> , <a href="https://www.smartkarma.com/entities/315" target="_blank" data-smartkarma-citation="entities:315:1">Softbank Group (9984 JP)</a> , <a href="https://www.smartkarma.com/entities/11134" target="_blank" data-smartkarma-citation="entities:11134:1">Wal Mart Stores (WMT US)</a> , <a href="https://www.smartkarma.com/entities/21085" target="_blank" data-smartkarma-citation="entities:21085:1">Naspers Ltd (NPN SJ)</a> , <a href="https://www.smartkarma.com/entities/11369" target="_blank" data-smartkarma-citation="entities:11369:1">Alphabet Inc Cl C (GOOG US)</a> &amp; Sequoia Capital India.  Paytm, PhonePe, Amazon Pay and Mobikwik are the ones that really matter.</p>
<p>As payment providers move up from pure transactions to more value-added services like Wealth Management &amp; Offline payments, we also suggest possible channel checks for the focus companies with a view of understanding economics and competitive intensity. </p>

Can Alibaba Group Holding (BABA US) 's Alipay and Tencent Holdings (700 HK) WeChat pay replicate their success in India? With the world's second highest mobile phone users and more than 45 pre-paid Payment Instruments providers, India is witnessing a fiercely competitive payments landscape. In this Insight, we explore options available for public market and VC/PE investors to play the Indian payments theme. We also provide an overview of Indian investments of Alibaba Group Holding (BABA US) , Ant Financial (1051260D CH) , Softbank Group (9984 JP) , Wal Mart Stores (WMT US) , Naspers Ltd (NPN SJ) , Alphabet Inc Cl C (GOOG US) &amp; Sequoia Capital India.  Paytm, PhonePe, Amazon Pay and Mobikwik are the ones that really matter.
As payment providers move up from pure transactions to more value-added services like Wealth Management &amp; Offline payments, we also suggest possible channel checks for the focus companies with a view of understanding economics and competitive intensity. 

India Payments | What Really Matters and Suggested Channel Checks

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Alipay (ALI HK)

India Payments | What Really Matters and Suggested Channel Checks

Can Alibaba Group Holding (BABA US) 's Alipay and Tencent Holdings (700 HK) WeChat pay replicate their success in India? With the world's second...

Pranav Bhavsar

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