@Dhruvapandey Market has started to price in some of that.
I think Tarrif and all are just noise.
These policy changes of the last 1 years to favour reservations, freebies does guarantee problems down the road and markets have begun to price some of it
@kshayjogani A market cap of Rs 80-90k crore will excite a lot of funding and investments in this space.
Till now Meesho had had a clear road.
Meesho still will win but 6 months out there will be a discounting war IMO.
Just a lifecycle of companies in the modern world.
@kshayjogani Shopsy
Flipkart is trying to revive them
They let the seller commission under Rs 1000
More competition can come in post listing as PE/VC guys are ready to fund social commerce in India.
Can be in video form or some other form.
Apps like EloElo will eventually do video commerce
@tejeshwi_sharma Why are people on X so anti Zepto?
We understand Blinkit is doing well but the true challenger in QCOM is Zepto not Instamart.
That should have been clear by now