The Ken

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3月22日更新
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1月26日更新
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4月29日

India's instant home help startups have a product people love and a business model people are breaking

Investors are calling India's home-services market quick commerce's next big moment. Instahelp, Snabbit, and Pronto are betting big on it. They're sending trained workers to your door in under 10 minutes, at prices cheaper than a coffee. Orders, naturally, are in the millions. But the difference is that quick commerce eventually figured out how to make money. Here, on the other hand, 82% of consumers have already said they won't pay more than Rs 200 an hour. And on every order placed today, the market leader is losing twice what it earns. So who exactly is this boom working for? Tune in.

4月29日

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11 分鐘
4月30日

How one FMCG giant's complaint changed how IPL advertising works

In November 2024, one of India's biggest FMCG companies, Hindustan Unilever, started getting a barrage of complaints from its consumers, who said they were seeing the same Dove and Surf Excel ads repeatedly on OTT platforms during a single watch session. Some of them were shown the same ads as many as 150 times within a week. With IPL around the corner, HUL — which spends nearly Rs 4,000 crore on ads annually — couldn't afford to ignore these complaints. So what followed was a series of investigations. And what they discovered has opened a real can of worms for not just JioHotstar, the platform streaming the IPL, but OTT platforms in general. The big issue is a serious mismatch between what was promised and what's actually being delivered for ad campaigns, according to seven insiders from HUL, Disney, and other industry rivals who spoke to The Ken. So what happens when a big spender starts feeling like it's not getting what it signed up for during the biggest streaming event of the year? The Ken reporter Rounak Kumar Gunjan speaks to Daybreak hosts Snigdha and Rahel. This episode was first published in February 2025. We're re-airing it now because IPL 2026 is live, and the underlying issue the episode raises has not been publicly confirmed as resolved. Here's what has changed after we first published: ahead of IPL 2025, JioHotstar partnered with Nielsen to introduce third-party verified ad measurement for the first time in Indian OTT. It was a direct response to the advertiser pressure this episode describes. But the Nielsen study that followed measured cross-screen duplication: whether the same viewer was being counted differently across TV, mobile, and connected TV. It didn't address the specific complaint HUL raised, which was about a single user being shown the same ad repeatedly within one platform. JioStar has not publicly confirmed that the problem has been fixed. What has changed though, for IPL 2026: connected TV ad rates are up 25%, with the base cost of a 10-second ad rising from ₹480 to ₹600 CPM. The money is bigger. And the question of whether advertisers are getting what they pay for remains the same. Tune in. Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

4月30日

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18 分鐘
4月28日

Diet Coke disappeared from shelves. For many factory workers across India, so did their work

Diet Coke disappeared from Bangalore's shelves, and a teenager's frustrated Reddit post accidentally explained why: the Strait of Hormuz. When the US-Israel war on Iran began in February, fuel shipments slowed. Aluminium furnaces went cold. PET resin prices jumped 75%. At least 25 plants shut completely. In one Odisha industrial belt alone, 700 of 1,500 workers lost their jobs. But the war only made an existing problem worse — India had already tightened import rules on aluminium cans, leaving beverage companies dangerously dependent on West Asian buffer stock. The shortage was always coming. The war just decided that it was now. Tune in. Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

4月28日

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10 分鐘
4月24日

A European royal family walked into India’s startup boom with a billion dollars…

Lightrock arrived in India with nearly a billion dollars and royal backing — the Liechtenstein dynasty's centuries-old fortune funding bets on around 40 growth-stage startups. The firm moved fast, doubled down on existing investments more aggressively than most peers, and scaled hard during the zero-interest-rate boom. Then the cycle turned. Its portfolio — Waycool, Pharmeasy, Dunzo — ran into trouble. New cheques dried up. Lightrock shifted from investor to caretaker, managing what it had rather than building what came next. A royal wager on Indian tech, still waiting for a payoff. Tune in. Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

4月24日

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10 分鐘
3月22日

Intermission E01 - Asian Paints (PART 2)

This is Part 2 of Intermission's episode on Asian Paints. We'd urge you to listen to Part 1 first to get a full picture of the company's early history and main bets. —Asian Paints was founded in 1942 by four young Gujaratis in a Bombay garage. Today, it controls more than half of India's paint market. This is the story of how that happened. The company was among the first to tap into the rural market, become a technology company before most people understood what that meant, crack the supply chain, and bring about a new era of Indian advertising. Now, Asian Paints is being met with renewed competition and aggression from Birla Opus, JSW Dulux and Berger Paints. Understanding why this market is so hard to take requires understanding of how it was built. — We also have an interactive webpage exploring Asian Paints' history with reading lists, infographics, and source notes: the-ken.com/intermission. — The full episode runs 6 hours and is split into two parts on podcast platforms. — About Intermission: Intermission, produced by The Ken, dives deep into the histories of iconic Indian companies. Intermission was produced with vital support and assistance from Zerodha, our season sponsor. Disclosure: Rainmatter Foundation is an investor in The Ken's parent company. — About The Ken:The Ken is India's first subscriber-only business journalism platform reporting on business, technology, startups and healthcare across India and Southeast Asia. Since our inception, we’ve published thousands of stories that have been widely discussed, debated and referenced. Visit ⁠⁠⁠⁠the-ken.com⁠⁠⁠⁠, and explore our stories, newsletters, podcasts and more.— Follow us on our socials:Instagram: ⁠⁠⁠⁠https://www.instagram.com/theken_web/⁠⁠⁠⁠LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/company/the-ken/⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠https://x.com/thekenweb⁠⁠⁠⁠— We would also like to thank Anupam Gupta, the writer of "The Rise of Asian Paints: Champaklal Choksey, a Doyen of the Indian Paints Industry" (Penguin India, 2024). You can buy the book here: https://www.penguin.co.in/book/the-rise-of-asian-paints/ — Credits Hosts: Rohin Dharmakumar, Seetharaman G Podcast Producer: Vidhatri Rao Video Producers: Vijay Subramaniam, Vishnu S, Rajiv CN Audio Engineer: Rajiv CN Lead Researcher: Raghav Batra Art Direction: Kavipriya OG Data Visualisation: Anuj Debnath Production Agency: Nesara Films Creative Direction: Sunayana Kashyap DoP: Subash KP Editing and Motion Graphics:⁠⁠ Karthik N Graphic Design and Illustrations: Anusha Sarah Colorist: Pranav Bhat Video Editing team: Sarthak Pujar, Himanshi, Jayesh Sahu On-Set Production: Veeresh, Chaitanya and team Audio: ⁠⁠Murthy and team Set Design: Hritika, Saanvi, Thejaswini Promotions: Pranav Pate, Aakash Raju, Adhavan RK Writer & Editor (Microsite): Brady Ng Product Design (Microsite): Praveen Gopal Krishnan, Ritika Sanikere, Sushmita Vavilala, Karan Kumar

3月22日

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3 小時 26 分鐘
3月22日

Intermission E01 - Asian Paints (PART 1)

Asian Paints was founded in 1942 by four young Gujaratis in a Bombay garage. Today, it controls more than half of India's paint market. This is the story of how that happened. The company was among the first to tap into the rural market, become a technology company before most people understood what that meant, crack the supply chain, and bring about a new era of Indian advertising. Now, Asian Paints is being met with renewed competition and aggression from Birla Opus, JSW Dulux and Berger Paints. Understanding why this market is so hard to take requires understanding of how it was built. — We also have an interactive webpage exploring Asian Paints' history with reading lists, infographics, and source notes: the-ken.com/intermission. — The full episode runs 6 hours and is split into two parts on podcast platforms. — About Intermission: Intermission, produced by The Ken, dives deep into the histories of iconic Indian companies. Intermission was produced with vital support and assistance from Zerodha, our season sponsor. Disclosure: Rainmatter Foundation is an investor in The Ken's parent company. — About The Ken:The Ken is India's first subscriber-only business journalism platform reporting on business, technology, startups and healthcare across India and Southeast Asia. Since our inception, we’ve published thousands of stories that have been widely discussed, debated and referenced. Visit ⁠⁠⁠⁠the-ken.com⁠⁠⁠⁠, and explore our stories, newsletters, podcasts and more.— Follow us on our socials:Instagram: ⁠⁠⁠⁠https://www.instagram.com/theken_web/⁠⁠⁠⁠LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/company/the-ken/⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠https://x.com/thekenweb⁠⁠⁠⁠— We would also like to thank Anupam Gupta, the writer of "The Rise of Asian Paints: Champaklal Choksey, a Doyen of the Indian Paints Industry" (Penguin India, 2024). You can buy the book here: https://www.penguin.co.in/book/the-rise-of-asian-paints/ — Credits Hosts: Rohin Dharmakumar, Seetharaman G Podcast Producer: Vidhatri Rao Video Producers: Vijay Subramaniam, Vishnu S, Rajiv CN Audio Engineer: Rajiv CN Lead Researcher: Raghav Batra Art Direction: Kavipriya OG Data Visualisation: Anuj Debnath Production Agency: Nesara Films Creative Direction: Sunayana Kashyap DoP: Subash KP Editing and Motion Graphics:⁠⁠ Karthik N Graphic Design and Illustrations: Anusha Sarah Colorist: Pranav Bhat Video Editing team: Sarthak Pujar, Himanshi, Jayesh Sahu On-Set Production: Veeresh, Chaitanya and team Audio: ⁠⁠Murthy and team Set Design: Hritika, Saanvi, Thejaswini Promotions: Pranav Pate, Aakash Raju, Adhavan RK Writer & Editor (Microsite): Brady Ng Product Design (Microsite): Praveen Gopal Krishnan, Ritika Sanikere, Sushmita Vavilala, Karan Kumar

3月22日

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2 小時 56 分鐘
2月23日

China is the new US. How to make the most of it as an investor

China’s stock market has delivered strong returns over the past year and a half. It has outperformed the US, which has long been the preferred global market for Indian investors. Even now, Chinese valuations appear relatively reasonable. But Indian investors face limited access. Only two mutual fund schemes currently accept fresh investments in Chinese stocks. Even if more options open up, experts advise restraint. The rally is tempting but experts warn investors from getting carried away. Tune in. Got a tip? If you have a lead for a great story that The Ken can pursue, please send it to tips@the-ken.com or share it through this form. To find out more about how to do this securely, read our blog post about sharing tips with The Ken. Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

2月23日

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16 分鐘
2月11日

Did Claude Cowork trigger a real “SaaSpocalypse” or is it overkill?

In early February, Indian IT stocks crashed 6% in a single day—the worst selloff in six years. ₹2 lakh crore vanished. Wall Street lost $300 billion. The trigger? Anthropic launched Claude Cowork, an AI agent that can organize files, parse spreadsheets, and write reports autonomously. For the first time, AI doesn't just assist—it executes entire workflows with minimal supervision. Investors panicked, and experts coined the term "SaaSpocalypse." But is this really the end of software companies, or are we watching an overreaction? Today, host Rachel Varghese unpacks both sides. Tune in. Listen to our episode on Deloitte's AI blunder here. If you have any thoughts on this episode write to us at podcasts@the-ken.com with Daybreak in the subject line. You can also leave us a comment on our website or the YouTube channel here. Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

2月11日

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13 分鐘
12/12/2024

Dead mall rising: The life and death of Indian shopping centres

The golden age of the Indian shopping mall is over. There are at least 400 malls across the country. But a growing proportion of them are either dead or on life support. A report by real estate consultant firm Knight Frank found that the number of ghost malls in the country rose from 57 in 2022 to 64 in 2023. That’s about 1 in almost six malls. The report estimates that between 2022 and 2023, the loss of value due to the rise in ghost malls was around 800 million dollars, so that’s close to 7,000 crore rupees. In this episode, Daybreak host Rahel Philipose is joined by Gulam Zia, senior executive director at Knight Frank and Abhishek Bansal, the Executive Director of Pacific Development Corporation to understand the ins and outs of the mall business — why some succeed and others fail. Tune in. Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.Listen to the latest episode of Two by Two here

12/12/2024

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26 分鐘
17/06/2025 • 「THE KEN PREMIUM」限定

What they don’t teach you about M&As in B-school

2024 was a record-breaking year for mergers and acquisitions in India, and the government seems to want to speed up the frenzy. One of the proposals put forward by the finance minister was an overhaul of M&A regulations. She wants to introduce fast-track mergers for a range of companies, including unlisted firms and fellow subsidiaries. But lethargy isn’t really the biggest problem afflicting Indian M&As. In fact, forcing these deals to move faster may worsen other fundamental problems. There are recent examples that show us how this can play out, such as Jet Airways’ failed revival under the Jalan Kalrock consortium. Meanwhile, there are other incentive structures that can ensure M&As deliver great results. Raghav Maggo explains what India’s M&A landscape needs in this week’s edition of Make India Competitive Again, as read by Brady Ng. Subscribe to the Make India Competitive Again newsletter: https://the-ken.com/newsletters/make-india-competitive-again/ Download our app and subscribe to The Ken to access our latest releases: iOS: https://apps.apple.com/in/app/the-ken/id1282944688 Android: https://play.google.com/store/apps/details?id=com.ken.core&hl=en&gl=US&pli=1 Or subscribe to The Ken Premium on Apple Podcasts to access our latest releases: https://podcasts.apple.com/us/podcast/make-india-competitive-again-premium/id1810672381

17/06/2025

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11 分鐘

Join Brady Ng, Praveen Gopal Krishnan, and Rohin Dharmakumar of The Ken as they discuss the big ideas in artificial intelligence. You’ll get the macro view, explore their experiments in practical applications, go deeper than the news coverage you’ve seen, and hear about the implications of the latest developments. Nothing is off the table.

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科技
The audio edition of The Ken’s Make India Competitive Again newsletter, spearheaded by Seetharaman G. Every Wednesday, our editors and reporters read the latest edition and chronicle what India is doing, will do, and should do—to not just survive but thrive in the chaos unleashed by Donald Trump.

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商業新聞
First Principles is a weekly interview podcast comprising authentic, candid, and insightful conversations between some of India’s most accomplished founders and business leaders, and Rohin Dharmakumar, The Ken’s CEO & co-founder. From personal philosophies, mental models and decision making frameworks, to reading habits, parenting styles or personal interests, each episode will delve into what makes each of these leaders unique.

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創業
You’ll spend 90,000 hours at work in your lifetime. How do you make that time count? 90,000 Hours is a weekly podcast from the newsroom of The Ken that helps you navigate today’s changing world of work, where the traditional 40-year career is gone, entry-level jobs are being replaced by artificial intelligence, and staying relevant means constantly reinventing yourself. Hosted by Rahel Philipose and Vidhatri Rao, the show features conversations with the people creating, breaking, and rewriting the way we work.

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事業
The Two by Two podcast is a premium business podcast from The Ken that investigates, discusses and breaks down the most important business stories around you. Hosted from The Ken's newsroom by business journalists Rohin Dharmakumar and Praveen Gopal Krishnan, Two by Two will feature guests and experts from across the industry and academia to talk about issues no one else is talking about.

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商業