"Today we don’t know for sure whether the Indian economy is doing well or badly."
"There are broadly two views on the Indian economy. One is untrammelled boosterism, supported by a set of rosy data. Another view is sceptical of such an inference based on a different data set. There are enough data points to support both sides, which makes for, what I call, an economic data fog, leaving us confused about where the economy is truly headed."
It's 2023 and I'm not sure if anyone cares for #netneutrality in India anymore, but Jio, Vi and Airtel are coming for it.
Don't take my word for it. Here are excerpts from their submissions to @TRAI (uploaded last night) :
Brand Awareness & Distribution/Availability? One cannot thrive/survive without the other.
But which one to scale up first/how much? Equivalent of the Cold Start problem for consumer brands
A Framework to navigate this journey, and the key metric to measure in the journey 👇👇
Thread: India spends on 200 million students what 2.5 million students studying abroad spend on themselves. For me, ‘Scarce resources’ is a lame excuse as much as the argument that “Indian State does not lack intent. It lacks resources". Let me explain:
JIO is streaming IPL for free, but there is something else that will change the game.
We have two TVs at my parental home. One 26 inches another 44 inches bought 10 years apart, screen sizes collinear with our family’s fortunes. Non-smart TVs both. And they have stayed. (1/n)
We, the nincompoops, are the lab rats for one man's Tughlaqian idea that even the RBI did not consent to, but was forced to, eventually. And RBI is now bending over backward to justify that decision. The joke, as always, is on us.
The yields on Govt bonds have risen substantially this year and there's a lot of interest from investors. But we also get a lot of questions from investors about how Govt bonds work.
Let's understand the basics in this thread 🧵
You can get a ₹ 1 Crore health cover at just ₹ 10k p.a.🤯
No absurd assumptions or riders, promise🙏
Read on, I'll teach you how to get it 👇👇
And everything about Health Insurance 🤩
Given unprecedented inflation in advanced economies, one has to question their policy choices through the pandemic. While the shock to energy and food prices from the European war is a proximate cause, excessive fiscal stimulus during 2020 had fragilized these countries.
Breakfast cereals aren't something that we keep having on a regular basis. The category relies on habit forming and finding a place on the plate by replacing the OGs like rotis, parathas, puris is still far away. Bt it's encouraging to see the inroads made
https://t.co/7gRhdKlVNP
NIELSEN ON THE FMCG SECTOR
Insights from Q2CY22
#Thread
Overall Value Growth +10.9% vs 6% QoQ
Overall Volumes -0.7% vs -4.1% QoQ
Q2 Volumes
Urban +0.6%
Rural -2.4%
1/n
@CNBCTV18Live@NielsenIndia#FMCGisLife
Until you actually run a business in India, it's very hard to understand how much of an entrepreneur's time here goes in just making sure they are compliant with all laws and are paying each tax correctly and on time.
India goes out of its way to make this a struggle.
Folks, here’s our latest Money Concepts episode with @Gautam__Baid.
For about an hour and 20 minutes, we spoke about The Joys Of Compounding, investing in India, and how to manage other peoples’ money successfully.
Link: https://t.co/Rw6kcFkcl2
My notes from the episode:
Of the music streaming platforms that advertise in India, the messaging seems rudimentary: number of songs, music to suit mood, etc. There's very limited focus on convincing people to pay. I look at the history of ads from Gaana, JioSaavn, and Spotify: https://t.co/bqEaig3M0v