Podcast Episodes

Reliance Trends, Pantaloons, and the shopping spree that never came

Episode 523

Post-pandemic, retail giants like Reliance and Aditya Birla Fashion were ready to bounce back and they weren’t being very subtle about it. Reliance Retail for instance opened nearly 6000 stores acros…

Published on 5 months, 4 weeks ago

Why Sebi-registered advisors are now an endangered species

Episode 522

Everybody wants to invest, but not everyone knows how. There just aren’t many who can point investors in the right direction.

Registered investment advisors, or RIAs—either individuals or corporates l…

Published on 5 months, 4 weeks ago

How Croma became the victim of Tata Digital's endless quest for relevance

Episode 521

Over the last four years, Croma has found itself in a curious spot. On paper, it’s Tata Digital’s crown jewel—contributing over half of its revenue and crossing ₹18,000 crore in sales last year. But …

Published on 6 months ago

Bata's premium problem in a Prada-priced world

Episode 520

While Prada walks the ramp in Kolhapuris, here in India, Bata, the brand that once defined middle-class respectability, can barely find its footing. Bata which was once a household name, a back-to-sc…

Published on 6 months ago

The humble category manager is now a quick-commerce overlord

Episode 519

Category managers have shifted from routine e-commerce roles to powerful decision-makers in quick commerce. They now manage the limited shelf space in dark stores and decide which products get visibi…

Published on 6 months ago

Pune-based Loop Health’s big bet — insurance that keeps you out of hospitals

Episode 518

Turns out, in India’s healthcare industry, prevention isn’t just better than cure—it’s also far more investable.

The new buzzword making the rounds? Health assurance. Not insurance—assurance.

It means …

Published on 6 months ago

Siddharth Shah and family want to fix your smile. Pharmeasy 2.0 may need fixing first

Episode 517

The rise and fall of Pharmeasy is well documented. Once the poster child of the e-pharmacy boom, it reached a dizzying valuation of 5.6 bn USD at its very peak. But unfortunately, as we all know now,…

Published on 6 months, 1 week ago

Can Tata Build Your Next iPhone?

Episode 516

Tata Electronics is assembling iPhones in Karnataka, aiming to become a key player in Apple’s global supply chain.

In this episode, we look at how the company is scaling by adding factories, hiring t…

Published on 6 months, 1 week ago

Inside Kalyan Krishnamurthy’s fight to steady Flipkart as lieutenants flee

Episode 515

In this episode, we turn the spotlight on one of the most powerful yet elusive figures in Indian e-commerce: Kalyan Krishnamurthy, the everywhere-all-the-time CEO of Flipkart. Flipkart, backed by Wal…

Published on 6 months, 1 week ago

Paying the price of going global — Meesho, Razorpay, and the reverse flip

Episode 514

For the longest time, getting accepted to Y Combinator, the Silicon Valley startup accelerator was like getting a golden ticket for your startup. It was suddenly on the map not just in India but in S…

Published on 6 months, 1 week ago