India

How did COVID-19 impact India Internet and what’s the way forward

newsletters | May, 2020

The strictest lockdown in the world had strong implications for India internet, which dropped in GMV by ~90% in April.

Can Online Content Platforms win the customer retention battle post CO...

newsletters | May, 2020

Online Content sector has seen an overall positive uptake during COVID.

eHealth and Edtech- The new normal post COVID-19

newsletters | Apr, 2020

Edtech in India has had challenges with monetization owing to low willingness to pay- but still has a highly satisfied paid user base....

RedSeer Ground Zero Series

reports | Apr, 2020

COVID Impact On Internet

Decoding India Internet post Covid-19 – A Preview

newsletters | Apr, 2020

China’s Covid-19 situation has been deescalating in early March, with many signs of gradual recovery along with rebounding consumer confidence....

eHealth in the time of Covid-19

newsletters | Apr, 2020

140 Mn eHealth ready households will provide an addressable opportunity of $35 Bn by FY25

OTT Audio platforms tuning into profitability

newsletters | Apr, 2020

In India most users are likely to switch to a paid OTT audio subscription, only if the charges are ~INR 25 per month

Impact of Covid19 on Consumer Internet

newsletters | Apr, 2020

India Consumer Internet Performance (during lockdown) Published on: 2nd April 2020    

Originals Becoming Mainstream In OTT World

newsletters | Mar, 2020

Ease of content consumption coupled with affordable smart TVs will lead to shift in user time from DTH to OTT

Online Mobility-Riding The Wave of Democratization

newsletters | Mar, 2020

Sectors other than 4W and 3W P2P taxis are contributing 20% share of 4Mn daily trips in Indian online mobility

What did March 2020 mean for India’s E-commerce and Hyperlocal secto...

newsletters | Mar, 2020

India’s USD ~29 Bn E-tailing market (2019 annual GMV) was significantly impacted by the lockdown in March last week, as seen by a precipitous drop in GMV/transactions f...

Indian Fintech – Still A Cub But Roaring Like A Tiger!

reports | Mar, 2020

Indian Fintech industry is on an exciting trajectory with Indian consumers adopting the various fintech offerings like never before. However, it will be interesting to se...

Go Micro to achieve macro profitability

newsletters | Feb, 2020

Internet companies are driving multiple profitability streams, which require focused efforts in the right geographies for effective results....

Newsletter : Indian ‘E-Health’ at a tipping point

newsletters | Feb, 2020

Healthcare industry is supported by a complex supply chain with multiple providers, providing out-patient & in-patient care to consumers...

Money on the Platter for e-b2b

newsletters | Feb, 2020

Brands across categories are facing challenges in their existing distribution network owing to fragmentation

All roads Lead to Kirana

newsletters | Feb, 2020

1. India has 15+Mn Kirana stores that face four big challenges in daily operations- each of which is a massive opportunity for tech start-ups Indian retail market is mar...

Indian ‘eHealth’ at a tipping point!

reports | Feb, 2020

Indian 'eHealth' sector is at a tipping point, and is projected to grow by ~13x, to become a $16 Bn opportunity by FY 25

India internet x profitability: What to watch in 2020

newsletters | Jan, 2020

1. Changing macroeconomic and funding scenario in 2020 will see two big themes playing out for India’s internet start-ups Given the macroeconomic trends and the funding...

Indian E-Pharma – A Promising Vertical-led Market

newsletters | Jan, 2020

Overall India e-mobility is slightly ahead of food tech in # orders/trips, with newer mobility models driving the growth

A closer look at On-Demand Home Services

newsletters | Dec, 2019

Overall India e-mobility is slightly ahead of food tech in # orders/trips, with newer mobility models driving the growth

User perspective on eB2B platforms

newsletters | Dec, 2019

eB2B platforms have driven high awareness in their target segments, with high willingness to use the platforms as well Published on: Dec 2019 eB2B players have driven sig...

Home Services Market Updates

newsletters | Dec, 2019

‘Convenience’ ranks much ahead of ‘price’ as the main reason to avail on-demand home services Published on: Dec 2019 Compared to many sectors, on-demand home serv...

Unlocking the Indian eB2B retail opportunity

reports | Nov, 2019

The Indian retail market is expected to grow at ~10% CAGR to reach ~$ 1.6 TN by FY 25

Decoding key trends in logistics

reports | Nov, 2019

The Indian consumer internet market comprising of products and services is likely to treble to USD 200 Bn by CY22

Omnichannel adoption across major retail categories in India

newsletters | Nov, 2019

The omnichannel adoption journey includes both experiential technologies along with basic features and restructured business models Published on: Nov 2019 Omnichannel ado...

Retail 3.0 : The emergence of the omnichannel

newsletters | Nov, 2019

Organized B&M is expected to grow at a CAGR of 20% while online retail is expected to grow at a CAGR of 35% till 2022 Published on: Nov 2019 Organized retailers have ...

Unlocking the Indian eB2B retail opportunity

newsletters | Nov, 2019

Driven by a consistent expected increase in private consumption, the Indian retail market is expected to grow at ~10% CAGR to reach ~$ 1.6 TN by FY 25 Published on: Nov 2...

Online Fashion Market in India

newsletters | Nov, 2019

The Fashion market is growing at a CAGR of 11% with online fashion growing the fastest, at a CAGR of ~32% Published on: Nov 2019 Consumers across India have been graduall...

A look at the Budget Hotel space and the Digital Book Keeping apps.

newsletters | Nov, 2019

Budget and Mid Market hotels will continue to dominate India’s lodging space Published on: Nov 2019 Travellers are gradually shifting towards experiential and adventuro...

Organized Grocery Retail in India

newsletters | Nov, 2019

Modern Retail in India is on the growth trajectory driven by consumer’s shopping behaviour and re-aligned focus of retailers Published on: Nov 2019 Private consumption,...

The future is bright for online fashion and car classifieds

newsletters | Oct, 2019

Once-small online fashion/beauty category on track to exceed USD 7 Bn in GMV in 2019 and USD 25 bn by CY22 Published on: Oct 2019 Women fashion growing faster and ethnic ...

Of digital book-keeping apps, foodtech subscriptions and festive sales...

newsletters | Oct, 2019

Digital book-keeping apps have managed to gain strong adoption and regular usage amongst SMEs Published on: Oct 2019 New age book keeping apps are seeing daily usage amon...

Indian Niche Food Brands

newsletters | Oct, 2019

Niche food brands are gaining traction among the educated urban and semi-urban youth in India Published on: Oct 2019 The niche packaged food industry is pegged to grow at...

Festive sales 2019 off to a strong start and other key internet trends...

newsletters | Oct, 2019

E-tailers have achieved $ 1.8 Bn sales in first 3 days of the sale, on track to have a highly successful sale event Published on: Oct 2019 First three days of festive sal...

What does the 2019 e-tailing festive season have in store?

newsletters | Sep, 2019

E-Tailers on track to sell USD ~3.7 Bn of goods during festive event 1- up 60-65% y-o-y Published on: Sep 2019 Key drivers of growth to be an expansion in online shoppers...

How small and large internet sectors are driving adoption and profitab...

newsletters | Sep, 2019

E-Tailers on track to significantly reduce cash burn over next few years Published on: Sep 2019 Cash burn expected to drop significantly for e-tailers over next few years...

Setting up the $300Mn+ Online furniture Market

reports | Sep, 2019

The Indian furniture market stands at $17Bn in size, with 15% organized and growing at a CAGR of ~15-17% with residential comprising of ~$11.1Bn and large furniture categ...

Vernacular is NOW, not the future – A $300 Bn Opportunity Today

reports | Aug, 2019

India's internet adoption reached 530 Mn at a run rate of 65 Mn users per year in the last 2 years - ~8x of 8 Mn users added per year from 2000 to 2009...

Change is Here to Stay

reports | May, 2019

Indian mid-market hotel industry is expected to grow at 10% to reach USD 4.4Bn by 2019

The cost of being unhealthy RedSeer perspective on productivity loss d...

reports | May, 2019

Productivity loss due to the health and lifestyle habits of employees cost ~INR 24,000 Cr every year to the IT industry in Bangalore...

Evolving Landscape for the $3Bn Digital Ad Industry

reports | Mar, 2019

Digital advertising is likely to be a ~$7 Bn opportunity By 2021

B2B Digital Services Landscape in India Impact on MSMEs

reports | Mar, 2019

B2B digital services in India are a market of USD 5.6 Bn and is set to grow by ~39% in the next 5 years

Smart clicks to win India’s online groceries & general merchand...

reports | Mar, 2019

E-tailing market in India is expected to reach ~USD 100 Bn by 2023 from USD 24 Bn in 2018

LEVELUP | Online Gaming in 2022: A USD 5 billion opportunity and 4X of...

reports | Feb, 2019

USD 450-500 Mn Mobile App based Gaming industry is expected to grow at 40-45% CAGR to reach USD 1.8-2 Bn

Impact of changes in Government FDI Regulation on India’s E-tail...

reports | Feb, 2019

Buy Report E-com FDI Policy Changes – A squeeze on market leaders and attempt to level playing field for small retailers Published on: Feb 2019   Over the past 5 y...

Overview of Mattress Market in India

reports | Dec, 2018

The mattress market in India is around USD 1.7 Bn in 2018 and is expected to grow at a CAGR of 10% to reach USD 2.5 Bn by 2022

Stepping Into India’s Footprint

reports | Dec, 2018

Footwear has emerged as a distinct category with significant presence of retail as well as distribution brands

Disruption in Indian Furniture Retailing

reports | Oct, 2018

Furniture and furnishings retail in India has grown urbanization, increasing access to branded furniture steadily to become a USD 28 Bn...

‘Amazon effect’ in India and learnings for Indonesia

reports | Oct, 2018

‘Amazon effect’ in India and learnings for Indonesia   Amazon’s impending launch in Indonesia could lead to meaningful changes in the country’s ecomm...

Kitchen Appliances Market

reports | Oct, 2018

The kitchen appliances market in India is estimated to be at INR 21,500 Crores in 2018

Indian Habit of Being Healthy

reports | Sep, 2018

A USD 100 billion opportunity by 2022 in Preventive Healthcare Market

The Rise of US $50 Billion e-Baazar

reports | Jun, 2018

480Mn people in India have access to internet out of which 90Mn are online shoppers

Ecommerce industry in India

reports | May, 2018

With an online population of 500 mn in 2017, India has one of the fastest growing Internet population in the world. We believe a Compound Annual Growth Rate (CAGR) of 13%...