Finding Outperformers

Zomato: Time to Look Beyond India's Top 5%

Why China's Food Delivery Market Operates at a '30X Bigger' Scale Than India

Sep 20 • Aditya Grover

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June 2026

India's Own TikTok in Making

Can Meesho become the king of India's social commerce?

Jun 14 • Aditya Grover

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October 2025

I am taking a PAUSE!

Moving to Mumbai to start a new chapter

Oct 5, 2025 • Aditya Grover

21

15

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August 2025

Can Eternal create India’s first successful social app?

India must own its digital social future & Eternal can make it happen

Aug 17, 2025 • Aditya Grover

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July 2025

A Sweet Spot in a Complex Web

What the market liked in Eternal's results & what investors should look for next?

Jul 27, 2025 • Aditya Grover

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Is Bharat Ready to Buy? (Part 2)

Rise of Women-Focused Cash Transfers in India: Time to Bet

Jul 13, 2025 • Aditya Grover and Kinjal

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June 2025

Is Bharat Ready to Buy? (Part 1)

Rise of Women-Focused Cash Transfers in India: What It Means

Jun 22, 2025 • Aditya Grover and Kinjal

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2

9

Indian Kitchen Under Attack

A room that held immense importance might just vanish from our homes

Jun 1, 2025 • Aditya Grover

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May 2025

India’s Labour Advantage is Slipping

Why are real wages now set to rise in India?

May 11, 2025 • Aditya Grover and Kinjal

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8

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April 2025

The Broken Indian Healthcare System

What issues does India face today & how is PB Fintech trying to solve them?

Apr 27, 2025 • Aditya Grover and Yash Agarwal

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9

March 2025

Can Indian Rupee reach ₹80/$ level?

Part 1: Fast growing services trade surplus builds case for stronger currency

Mar 23, 2025 • Aditya Grover and Yash Agarwal

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5

February 2025

Has IDFC First lost the plot?

A writeup on why I sold my holding after 5 years

Feb 16, 2025 • Aditya Grover

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