Saturday Sapience-73
Equity Intelligence 29th June 2024
Pizza, Kapda & Makaan - How Domino's is making a play for Bharat, Why China is vigilant about Modinomics 3.0? A long and deep dive into life and times of the Indian Economy in a very interesting conversation, Indian consumers continue to behave in unique ways and don’t mind watching ads for paying less.
- Over the last two years, Domino's has been making a concerted bid to go deeper into the hinterland. With the next growth phase slated to come from tier III, IV, and beyond, can Bharat's hunger pangs deliver results for India's biggest QSR player, which recently rolled out its 2,000th outlet in Delhi-NCR?... Read more
- Currently, India's share of global manufacturing is less than 3 percent, while China's share is around 24 percent, about eight times that of India. Why then does China care so much about “Make in India”? Chinese scholar, Lin Minwang, Deputy Director of the Center for South Asian Studies at Fudan University, in one of his latest pieces, provides an important explanation…. Read more
- Our greatest moral imperative is to solve the problem of poverty and after over 75 years, we still have some distance to travel. Rajeswari Sengupta joins Amit Varma in episode 387 of The Seen and the Unseen for a deep dive into how we got here, where we went wrong, what we got right, and how we should look at the Indian economy going forward… Listen here
- Indian consumers do not mind watching that extra ad that can lower or entirely remove the subscription fee to watch content. This insight got validated when this survey showed that two-thirds of Indian consumers chose lower fees in exchange for watching ads. What’s even more interesting is that approximately 80% of customers prefer personalised ads, which significantly influence their decision-making process… Read more
- “It is interesting how many mistakes you can make if you just keep going. And Charlie used to talk about that ‘you just soldier through.’ You just keep going. But you still need luck. Anybody that says ‘I did it all myself’—they’re delusional.” —Warren Buffett
