Primer: Zepto (1936629D IN) - Nov 2025
Zepto is a rapidly growing quick commerce company in India, capitalizing on the burgeoning demand for ultra-fast delivery of groceries and...
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Postcard from Bengaluru | Quick Commerce On-The-Ground
Quick Commerce has huge market potential but faces challenges with delivery speed and profitability, as competition and pricing pressure limit...
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India's Labor Code Reform: What Global Investors Should Know?
India's new Labour Codes consolidate 29 old laws into a unified framework, expanding social security and boosting formal employment, productivity,...
296 Views
WeWork India IPO - Thoughts on Peer Comp and Valuation
WeWork India Management Ltd is looking to raise about US$338m in its India IPO. In this note, we talk about the peer comp and implied valuations in...
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Thematic Report on Sectors of the Future: India’s Path to Global Economic Leadership
India aims for 8-10% of global GDP by 2040 through strategic investments in key sectors, projecting $1.7-2 trillion in revenue by 2030 and...
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