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Transfin. Podcast E30: Core, Offline, Portside

Professor of Financial Economics and Part-time Value Investor, Transfin.
Apr 16, 2019 5:46 PM 1 min read


Today we get cynical. Bigly. The headers:
What Makes Ola Unique?

Ola's expansion plans came back into the spotlight recently with the ride-hailing platform potentially entering Dubai, after marking its presence in Australia, New Zealand and the UK. We discuss how Ola is rather unique within the Indian startup in the sense that international expansion seems to play a fairly central role in its growth.


The Road from Online to Offline Retail


Both Paytm and Reliance are trying to strengthen their presence from Online to Offline in the retail space, so much so that Paytm expects to do a INR10,000cr business in the next 12 months. A classic example of how a fast-moving economy like India is taking big leaps in the market much akin to how Amazon after monopolising online in the US, acquired Whole Foods, marking a foray offline. E-commerce players in India are already thinking of linkages with the offline world despite being a very nascent sector. We shed some light on where e-commerce in India is likely to be heading. 


The Ubiquity of Reliance Industries


Reliance Group is working on a blueprint for setting up a megacity near Mumbai which is expected to attract investments of up to $75bn in the next decade. We talk about how Reliance - India's largest unicorn can do anything. Pun intended. 


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