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Sajith Pai: Unpacking India - [Making Markets, EP.40]
Making Markets
In India, Scale Breeds Duopoly
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India's market dynamics often lead to the emergence of duopolies across various sectors. This pattern is evident in e-commerce with Amazon and Flipkart, payments with Google Pay and PhonePe, ride-sharing with Uber and Ola, and food ordering with Zomato and Swiggy. The landscape contrasts significantly with markets like Brazil, where the leading e-commerce platforms hold less than 30% market share. A key factor driving this duopoly in India is the necessity of achieving scale quickly, as it results in superior unit economics that can outpace competitors. Consequently, achieving scale is crucial for success in India's complex market, making it an attractive opportunity for businesses capable of navigating this landscape effectively.
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