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04.05.2025 • ТОЛЬКО ДЛЯ ПОДПИСЧИКОВ НА «THE KEN PREMIUM»

Bharat Shining: India’s farms are its biggest trade weapon

Despite low yields, debt, and climate change, India should be an agricultural powerhouse.In some ways, the country is on its way to attain that status. One figure tells this story: in the five years leading up to 2022, the number of Indians who couldn’t afford a healthy diet—that’s an intake of 2,330 kilocalories from six different food groups a day—went down by 16%, outpacing the global decline. India’s increasingly abundant food production doesn’t just address needs at home. It also gives the country an edge in global trade.Even though India’s share of global farm exports is just 2.2%, there are signs that this will grow. In the decade leading up to FY24, for instance, India’s farm exports more than doubled to over $48 billion. There’s incredible untapped potential. See how Brazil exported $54 billion worth of farm goods to China in 2023. India’s outbound shipments to the US, its largest trading partner, amounted to just one-tenth of that amount. The fact that India isn’t subjected to high tariffs from the US puts it in a position to develop a more favourable trade relationship in the future. So, where does India’s agriculture sector go from there? Seetharaman G explains in this week’s free edition of Make India Competitive Again. Read this edition: https://the-ken.com/newsletter/make-india-competitive-again/bharat-shining-indias-farms-are-its-biggest-trade-weapon/ ( https://the-ken.com/newsletter/make-india-competitive-again/bharat-shining-indias-farms-are-its-biggest-trade-weapon/ ) Subscribe to the Make India Competitive Again newsletter: https://the-ken.com/newsletters/make-india-competitive-again/ ( https://the-ken.com/newsletters/make-india-competitive-again/ ) Check out The Ken Premium on Apple Podcasts to listen to the latest edition: https://podcasts.apple.com/us/channel/the-ken-premium/id6744577070 ( https://podcasts.apple.com/us/channel/the-ken-premium/id6744577070 )

04.05.2025

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6 мин.
01.06.2025 • ТОЛЬКО ДЛЯ ПОДПИСЧИКОВ НА «THE KEN PREMIUM»

India’s wi-fi rebellion comes for Airtel-Reliance Jio’s turf

Wi-fi is a miracle. Not because it lets you go online wherever it’s offered, but because there’s no bureaucratic headache whenever users connect to a network. This is only possible because of what’s called “unlicensed spectrum” that governments leave open. In India, more is about to be added to it. Call it the first real systemic reform for wi-fi in the country. The plan is hardly new. It’s rooted in a roadmap developed by the Telecom Regulatory Authority of India in 2023. And it’s an outcome that tech companies like Meta, Google, and Microsoft have been lobbying hard for. After all, if the goal is to give hundreds of millions of people in India a fast internet connection wherever they are—at home or at bus stops, in schools or in shops—then licensed mobile networks just can’t do the whole job on their own. But India’s telcos are not thrilled about this development. They want that space for future 5G expansions. Sumit Chakraborty explains the conflict in this week’s Make India Competitive Again, as read by Brady Ng. Read this edition as a newsletter: https://the-ken.com/newsletter/make-india-competitive-again/indias-wi-fi-rebellion-comes-for-airtel-reliance-jios-turf/ ( https://the-ken.com/newsletter/make-india-competitive-again/indias-wi-fi-rebellion-comes-for-airtel-reliance-jios-turf/ ) Subscribe to the Make India Competitive Again newsletter: https://the-ken.com/newsletters/make-india-competitive-again/ ( https://the-ken.com/newsletters/make-india-competitive-again/ )

01.06.2025

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15 мин.
17.08.2025 • ТОЛЬКО ДЛЯ ПОДПИСЧИКОВ НА «THE KEN PREMIUM»

Tejas Networks’ diving share price is a Mayday signal. Is DoT’s antenna working?

India’s stock market seldom tends to influence the workings of its federal bureaucracy. But for the country’s telecom mandarins, who have just floated a new draft national policy for the sector, the investor response to one listed company could be the canary in the coal mine. At Rs 9,800 crore, the market value of Tejas Networks, a Tata-owned maker of telecom equipment, is now half the peak it reached 10 months ago. What’s odd is that Tejas Networks is now worth only a little more than its revenue. At the heart of investor frustration, and perhaps even fear, is the big pile of payments the company is yet to receive from its customers, including the government (the owner of telco BSNL). It’s striking, then, that the draft telecom policy includes a plan to handhold 500 startups and MSMEs working on emerging telecom technologies. But what’s truly conspicuous in the policy is what’s not in it. The Ken’s Seema Singh explains in this edition of Make India Competitive Again, as narrated by Seetharaman G. Read this edition as a newsletter: https://the-ken.com/newsletter/make-india-competitive-again/tejas-networks-diving-share-price-is-a-mayday-signal-is-dots-antenna-working/ ( https://the-ken.com/newsletter/make-india-competitive-again/tejas-networks-diving-share-price-is-a-mayday-signal-is-dots-antenna-working/ )

17.08.2025

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7 мин.
08.10.2024

Guess who is helping the government keep drug prices in check

Every great Indian enterprise has a story worth telling in full. With The Intermission, The Ken's flagship long-form podcast, hosts Rohin Dharmakumar and Seetharaman G do exactly that—tracing the origins, turning points, and defining strategies of the companies that shaped modern India. Built on exhaustive research and proprietary interviews, each episode unfolds as a richly reported narrative. The first episode drops on March 23! Stay tuned! So far, buying medicines in India has been a complete minefield. Allow me to elaborate with the help of a completely plausible hypothetical scenario. Say you catch the flu one day and need 75 mg of the antiviral drug Oseltamivir. More often than not, we don’t really check the price tag of these drugs. But what if I told you the prices can swing anywhere between Rs 30 and Rs 125 per capsule, depending on the manufacturer and the doctor prescribing it. Now, variable pricing is not really a revelation. It’s a pretty common practice. The government caps the price of nearly 400 essential drugs through the National List of Essential Medicines. But that’s where the oevrsight ends. Generally, non-essential drugs remain outside this price cap. The National Health Authority, the body which runs India’s public health insurance scheme, Ayushman Bharat, is now looking for digital pharmacy partners to promote pricing transparency. The aim is to tackle this overcharging crisis. So in September, it went ahead and enlisted Marg ERP, a leading provider of pharmacy inventory software as one such partner. Now Kaushal Shah, founder of Evitalrx, revealed that even his cloud-based pharma software firm is on track to join the initiative in the coming weeks. But here’s the thing. This one click solution is still a long way off. Tune in. Don't forget to send us your recommendation for this Thursday’s Unwind segment. The theme is “your favourite murder mystery.” Send them to us on WhatsApp as a voice note or as a text message. The number is +9189711-08379 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.

08.10.2024

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14 мин.
04.09.2024

It made perfect sense for Zomato to go down the fintech route. Until it didn’t.

Every great Indian enterprise has a story worth telling in full. With The Intermission, The Ken's flagship long-form podcast, hosts Rohin Dharmakumar and Seetharaman G do exactly that—tracing the origins, turning points, and defining strategies of the companies that shaped modern India. Built on exhaustive research and proprietary interviews, each episode unfolds as a richly reported narrative. The first episode drops on March 23! Stay tuned! There was once a time, not very long ago, when every company wanted to be a fintech. Food delivery, ride hailing, e-commerce – companies that you would not otherwise associate with financial services. And when you think about it, it does add up. A couple years ago, fintech was where the money was at. Indian fintechs received nearly 9 billion dollars in funding in calendar year 2021. It was one the hottest sectors in the country. The inside joke among venture capitalists was how founders could raise a round of funding just by mentioning “financial services” in their pitch deck. What were earlier standalone businesses would now exist as mere features on their apps. People in the industry came up with a catch-all term – fintech-as-a-feature. Take Ola for instance. Zomato seemed to be going down that path too. In 2022, it had applied for a non-bank financial company or NBFC licence with the Reserve Bank of India. But since then, things have changed. From 2022 onwards, the amount of money being raised by fintechs has dipped considerable. In 2022, they raised about 5.4 billion dollars, then in 2023, this amount fell to 2 billion. What's going on? Tune in to find out. P.S The Ken's podcast team is hiring! Here's what we're looking for. Daybreak is now on WhatsApp at +918971108379. Send us a hello with your name and since when you've been listening to us and be a part our community. Also, if you have any recommendations for this Thursday's Unwind segment, send them to us as texts or voice notes. Want to be part of the Daybreak community? Introduce yourself 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.

04.09.2024

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11 мин.
04.07.2024

Zomato and Zepto are doing for EV battery swapping what the govt isn't

Every great Indian enterprise has a story worth telling in full. With The Intermission, The Ken's flagship long-form podcast, hosts Rohin Dharmakumar and Seetharaman G do exactly that—tracing the origins, turning points, and defining strategies of the companies that shaped modern India. Built on exhaustive research and proprietary interviews, each episode unfolds as a richly reported narrative. The first episode drops on March 23! Stay tuned! For quick delivery apps like Zomato and Zepto that are often questioned for their carbon footprint, switching to electric vehicle or EV fleets is not just a matter of being environmentally conscious, it is also economically more feasible. But here’s the thing. While takes about four hours to charge an electric scooter from zero to full using a slow charger and approximately 15 minutes for a fast charger, battery swapping which literally takes two mins. Which is why delivery company drivers for whom speed means money, battery swapping is a better option than charging. Quick commerce companies have understood this and they’re partnering with these companies. For example, Zomato and Zepto have both partnered with Battery Smart, a Delhi-based network of battery-swapping stations for EVs. Plus, this comes at a great time because these battery swapping companies are attracting a lot of VC money despite the general VC funding crunch lately. And VCs are loving the fact that quick commerce giants are tying up with these battery swapping companies. So, you’d think that that government must be doing everything it can to give battery-swapping service providers support to expand right? Turns out, that is not really the case. 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.

04.07.2024

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12 мин.
01.05.2023

The world of short-video creators in India is going through a major shakeup

Every great Indian enterprise has a story worth telling in full. With The Intermission, The Ken's flagship long-form podcast, hosts Rohin Dharmakumar and Seetharaman G do exactly that—tracing the origins, turning points, and defining strategies of the companies that shaped modern India. Built on exhaustive research and proprietary interviews, each episode unfolds as a richly reported narrative. The first episode drops on March 23! Stay tuned! The launch of Chinese video content platform Tiktok in 2017 changed the social media landscape forever. The short video format became all the rage. Despite TikTok being banned in 2020, the format stayed and a range of Indian short-video apps came up. Content creators from small towns and cities joined such platforms and for many it became a dependable source of income. Some were making as much as Rs 1 lakh a month. But now, with advertisers slashing their budgets, platforms such as Moj and Josh are ending their exclusive deals with content-creators. What seemed like a viable career option for thousands across the country is no longer the same. Tune in.

01.05.2023

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12 мин.
08.03.2023

India's data privacy bill may infringe on your freedom of choice

Every great Indian enterprise has a story worth telling in full. With The Intermission, The Ken's flagship long-form podcast, hosts Rohin Dharmakumar and Seetharaman G do exactly that—tracing the origins, turning points, and defining strategies of the companies that shaped modern India. Built on exhaustive research and proprietary interviews, each episode unfolds as a richly reported narrative. The first episode drops on March 23! Stay tuned! The fourth draft of the Digital Personal Data Protection Bill is all set to be presented in the Parliament during the ongoing Budget session. While it makes a strong case for creating laws to prevent the personal information of citizens from being harvested and exploited, the Bill is playing blind to two Important factors. This in turn could end up creating a crony-capitalist economy where an individual's freedom of choice is put at risk. Tune in.

08.03.2023

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14 мин.
02.07.2024

Nobroker is no longer no broker

Every great Indian enterprise has a story worth telling in full. With The Intermission, The Ken's flagship long-form podcast, hosts Rohin Dharmakumar and Seetharaman G do exactly that—tracing the origins, turning points, and defining strategies of the companies that shaped modern India. Built on exhaustive research and proprietary interviews, each episode unfolds as a richly reported narrative. The first episode drops on March 23! Stay tuned! Demand for high-end living is on the rise and Nobroker's subscription plan just doesn't cut it anymore. So it introduced a new postpaid plan to entice wealthy property owners. Funnily enough, the way it works is pretty much how traditional brokers earn their brokerage. This goes against the basic premise with which Nobroker was started almost a decade ago. So why has Nobroker switched up its strategy? And why is it going down the road it was so fundamentally against? Tune in to find out.

02.07.2024

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11 мин.
25.01.2023

Why edtechs need to rethink their aggressive sales strategy

Every great Indian enterprise has a story worth telling in full. With The Intermission, The Ken's flagship long-form podcast, hosts Rohin Dharmakumar and Seetharaman G do exactly that—tracing the origins, turning points, and defining strategies of the companies that shaped modern India. Built on exhaustive research and proprietary interviews, each episode unfolds as a richly reported narrative. The first episode drops on March 23! Stay tuned! The edtech industry in India is facing a host of challenges from all directions, from a decline in funding to the emergence of formidable competition. One that stands out, however, is the allegation of mis-selling and fraudulent loans. According to the Advertising Standards Council of India, 33% of the complaints filed with it in FY21-22 were related to the education sector. And one of the reasons for this is the overly aggressive sales playbook. Byju's mastered it so successfully that many of its its peers followed suit. But now with the government expressing concerns over these allegations, edtechs including Byju's need to rethink their sales pitch. Tune in for the details.

25.01.2023

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14 мин.

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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БИЗНЕС
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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ПРЕДПРИНИМАТЕЛЬСТВО
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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ТЕХНОЛОГИИ
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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КАРЬЕРА
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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