India

India Tech: Reach Is Abundant, Revenue Per User Is Not

The market is usually described by its size, which leads to the wrong conclusion. Its shape matters more — and a product built for high willingness to pay does not become an India product by discounting it.

India Is Writing Its Own Rules for the Internet, Not Importing Them

Digital public infrastructure, data localization, and platform rules in India increasingly follow a distinct playbook from the US or EU.

India's Market Cycles Run on a Different Clock

The signals that predict a market shift in the US often lag or don't apply at all when read against India's market structure.