More than half of India’s gig workers had no paid work before their current gig. 37% had never held a paid job. Gig is becoming a front door to India’s workforce. Artham and Kushal unpack the data on the latest Redseer podcast. Full episode: na2.hubs.ly/H08x36D0

Ravan had 10 heads, and Ram needed only 1 arrow, aimed at the right place. The hardest problems rarely yield to more effort. They yield to precision: knowing where to look, and aiming there. Wishing you clarity, courage and a Happy Dussehra from Redseer.

2021 IPOs sold growth, 2026 IPOs will need to sell profitability. We built an IPO Readiness Index to measure what makes India’s new-age companies ready to list. It has 5 elements - Scale, Growth, Profitability, Valuation Discipline and Operating Maturity. Full conversation 👇

Congratulations to Pallav Bihani and the Boldfit team on a landmark fundraise. We are pleased to have supported Boldfit with sell-side commercial due diligence on its ₹400 crore raise led by Bharat Value Fund, managed by The Wealth Company Alternates.

8/9 spots on MENA’s online grocery podium are digital-first. Why only four years? Grocery ran on rails food delivery had already built: rider fleets, stored payments, sub-30-min logistics, dark stores. Heat and dense cities did the rest. Full Report - na2.hubs.ly/H08ppxw0

Tier 2+ now grows faster than metros in online fashion and beauty. Value commerce is shipping aspiration to every pin code, and brands that localise selection and creative are winning the next lifestyle consumer. Full report: na2.hubs.ly/H08ldw50

Shoppers will automate as much grocery buying as they can, while stores shift to fresh food, experience and online fulfilment. Takeaways from the Food Business Forum panel moderated by our Asc. Partner Akshay J. Read more on our online grocery report: na2.hubs.ly/H08lclf0

Two days into Festive Sale: Quick & Value commerce took ~1/6th of sales. Quick commerce GMV ~2.5X YoY, value commerce up ~60%-70%. Horizontals still own big-ticket buys, with 90%+ of mobiles, electronics and appliances. See where your brand stands: na2.hubs.ly/H08k8Vb0

India’s festive sale is heading for 100 million shoppers. Two-thirds of shoppers in the opening two days came from Tier 2 cities and rural areas, with value fashion standing out. Nikhil Dalal’s read on the opening days via ET: na2.hubs.ly/H08k6kb0

India spent ~$2.5 Bn online in the first 2 days of festive sales, ~6X a BAU day. The big shifts? Younger shoppers, Tier 2+ demand, a widening basket, K-shaped fashion growth, and quick commerce at 4-5X BAU. Redseer expects 100Mn shoppers this festive season.

AI turned office leasing into a planning problem 75% of enterprises we spoke to have seen their planning horizon narrow to 2-3 years. Long leases look risky when team size is hard to predict, so flex is becoming the de facto choice Watch the full episode na2.hubs.ly/H08c-XT0

Gulf hotel expansion is resetting its pace. Operators are moving away from chasing footprint and becoming more selective about asset, partner and timing, says our Associate Partner Akshay Jayaprakasan in @EconomicTimes. na2.hubs.ly/H08c-Rv0

This Gandhi Jayanti, we return to the charkha: a wheel, a thread, and the belief that making something yourself shapes what comes next. Today that wheel builds space tech, electric scooters, skincare and semiconductor plants. Same thread, new things to make. #GandhiJayanti

Companies scoring 75+ on our IPO Readiness Index gained 46% a year Across 1400 new-age companies, the pattern is clear: readiness at listing shapes long-term market cap performance, and it cannot be built in the final months before an offer Watch more - na2.hubs.ly/H084s5S0

By FY31, ~500 new-age brands will cross the ₹100 Cr mark But the real test is what happens beyond it: the ₹300-500 Cr band is building fastest, while ₹500 Cr remains the hurdle that separates reach from real scale Read more in our Soonicorn Series: na2.hubs.ly/H084pDV0

MENA’s online grocery shift is no longer a question of demand, but timing. With the UAE already at US-level and KSA + Egypt holding most of the headroom, our current build sees the region nearing 10% online penetration by '28. Read the full report - na2.hubs.ly/H084psT0

AI hiring has moved from model builders to operators. ML, GenAI & NLP remain core with a sharp rise in MLOps, up 42% YoY, as enterprises prioritise deploying & maintaining AI models. Watch Chhavi talk about on what enterprises are looking for in AI hires na2.hubs.ly/H0834vf0

India will spend $15–16 Bn online this festive season That's ~25% up YoY. But the bigger shift is in the mix: mobiles and electronics fall below half of festive GMV, while grocery, BPC, home and quick commerce gain share. Full Report: na2.hubs.ly/H07YRd90

Gig work can pay 2–4x more per hour than many informal jobs. That is why platform work is becoming a clear step up from daily wage employment in India. Kushal Bhatnagar breaks down the numbers and what they mean for workers. Full episode - na2.hubs.ly/H07YM5c0

India's festive season is set for its best run in five years, with online retail projected to grow ~25%, led by quick commerce, value commerce and everyday categories. Our Partner Kushal Bhatnagar was quoted in DeccanHerald: na2.hubs.ly/H07WThD0