Dearton Thomas Hector
Even the best managed companies have instances of fraud. The question is, what is the company's position on that, says Harvard Business School's Paul Healy.
The valuations of ecommerce leaders could taper down if there is a disruptive shake up in the US or China, because most VCs are benchmarking Indian start-ups with their counterparts.
Are valuations today justified? "It depends on the horizon in which an investor is looking to realise returns," says Avendus Capital's Aashish Bhinde.
In the next 2-3 years, there would be continued growth because there are a lot of opportunities. There is space for multiple players in each segment, says Kalaari Cap's Vani Kola.
Once the go-go money coming into e-commerce catches a cold, foreign players like Amazon and Uber will pull ahead of their local competitors, says iSPIRT's Sharad Sharma.
Just because somebody has downloaded your shopping app in his/her smart phone, you cannot start talking about the lifetime value of a customer, says MAPE Advisory's Jacob Mathew.
Sanjeev Agrawal, MD of Skechers South Asia will be succeeding Malhotra. Agrawal has over 14 years of experience in the retail industry.
After an exclusivity period of 21 days, the deal was closed for an estimated $450 mn. The largest ecommerce buyout had been signed without a single investment banker involved.
Rajesh Chandy, Professor of Marketing, London Business School (LBS), challenges the conventional wisdom that India is suffering a "brain drain".
I have invested in 50 startups and a reference from any of their founders makes things easier for me, says Rajan Anandan, MD Google India.
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