India Dispatch
Manish SinghInsights and commentary on India market, VCs and startups.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 162 | Subscribers | Read | indiadispatch.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Indian Payments' Most Durable Revenue Line?
India’s UPI payment platform moved an economy’s worth of money in FY25, but one of the largest net revenue line items in the ecosystem was not a payment product. It is a plastic speaker that sits on a shopkeeper’s countertop and confirms in...
PhonePe's $15 Billion IPO and the Cost of Building on Government Rails
PhonePe filed its updated draft prospectus last month ahead of what is expected to be one of India’s largest technology IPOs, targeting a valuation of as much as $15 billion. The startup raised at a valuation of $12 billion in early 2023, w...
Netflix Said To Have 20 Million Paying Subscribers in India
Amazon Prime Video has more than three times the subscribers as Netflix in India, according to HSBC.
The Mystery of Reliance's Quick Commerce Growth
India’s largest retail chain is reporting impressive growth in quick commerce, but the industry is not buying it.
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