Скачать или смотреть Tech-Enabled Consumer Companies Gaining Ground In India, Says JP Morgan's Sanjay Mookim

In the unfiltered Talking Point, Niraj Shah in a conversation with Sanjay Mookim of JP Morgan discusses the rising prominence of tech-enabled companies, particularly in the consumer and fintech sectors, within India's competitive market. He points out that while consumption is on the rise, a new set of players, including tech companies like Zomato and Swiggy, are capturing market share traditionally held by FMCG companies. Mookim highlights that high-margin environments create opportunities for mid-cap and tech-driven solutions to enter the market. However, he raises concerns about the sustainability of growth for convenience retail tech companies, noting that while they are growing rapidly, it remains unclear how many consumers will continue to pay a premium for convenience once cash burn slows down.

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