Stop! The Internet in India – Exponential Growth Ahead!!

India Internet Exponential Growth Ahead From Shaadi to Shopping, Banking to Travels, Learning to Leasing, The Internet is India’s new mantra—slowly but surely it is gaining commercial scale in areas such as advertising, retail and travel. The Indian Internet story is unique—it is already large (190 mn Internet users), but still has an exponential growth ahead of it in terms of penetration (only 17%) and participation (less than 10% Internet users transact online). Over three-fourths of its users are less than 35 years old and thus keen to embrace this change. The Indian Internet market is driven by (1) High Speed Connectivity (2) Content, (3) Rising Income and (more…)

Reliance Jio Infocomm – Airtel Deal – Mukesh Ambani’s Materstroke

Reliance Jio Infocomm - Airtel Deal AnalystsReliance Jio Infocomm [Jio] and Bharti Airtel announced a comprehensive infrastructure sharing agreement. The deal encompasses fibre (inter- and intra-city), towers, submarine fibre—and in future even joint laying of fibre and roaming on each other’s networks. In future, the arrangement could be extended into roaming on 2G, 3G and 4G networks, and even jointly laying optic fiber etc.

Financial details of the deal were not disclosed except a phrase – arms length pricing which indicates that Jio is willing to pay market prices for the infrastructure and services that it avails from Airtel compared to the deep discounted deals Jio made with Reliance Communications.

Mukesh Ambani delivered a Masterstroke by first silencing his cash starved brother Anil Ambani squeezing the last drop from the two deals (more…)

JustDial from Local Search to MarketPlace e-Commerce – Compete Flipkart / eBay / Amazon

JustDial from Local Search to ecommerce facilitatorJustDial is likely to generate non-linear revenue growth in the time to come with the launch of new transactional nature services like food delivery, table bookings at restaurants, placing order for wine, taking appointment with a doctor, placing order for flowers and cake (tie-up with ‘Ferns N Petals’), grocery and medicines, courier pick-up service, laundry service, travel booking (Redbus), AC maintenance services etc. Several of the above services are already operational and the rest will likely be launched shortly. These unique services and first mover advantage (as a one-stop shop) in the same should create a diversified scalable revenue stream for Just Dial. These services will allow (more…)

Anil Ambani’s Reliance Communication Shifts Focus to Balance Sheet

Reliance Communications Focus on FinanceVoice realizations continue to inch up across the Indian Wireless sectors due to a combination of reduced discounting and tariff hikes. Encouragingly, this increase in calling rates has thus far not resulted in any significant adverse usage elasticity.

In the prepaid segment, RCOM is following the industry and has cut discounts and raised tariffs. However, it intends to compete aggressively in the postpaid segment where it has both 3G & CDMA spectrum and can offer voice and high-speed (more…)

Google Other Vendors Ignoring India for SmartPhone Launch a Blunder – Big Leap

SmartPhone Market India Big LeapThe Indian Mobile Handset Market is set for a Big Leap in 2014. The handset market currently is almost entirely replacement market. Encouragingly, there appears to be a constant upgrade cycle toward smartphones and the company believes that over next three-four years, the feature phone segment is likely to diminish significantly.

e-commrerce Mobile Retailer Vs Store Retailing in India
Ecommerce companies, especially the ones with “marketplace” models, are currently the most aggressive on the ground. Organized retailers comprising national players like Mobile Store, Spice, Univercell, Reliance digital, Next, Hotspot, etc. and brand outlets (example Nokia Priority) are finding it hard to compete with the e-commerce retailers – e-bay, Flipkart, Amazon, Snapdeal, etc (more…)

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