AI threatens to upend India's $250B outsourcing industry, as companies plan to automate BPO; HSBC says 80%+ of the S&P 500 outsource some operations to India
Megha Mandavia / Wall Street Journal :
How China's spending may swamp India's chip ambitions; TrendForce: China's share of global mature-node production will grow from 31% in 2023 to 39% in 2027
India is making a play for the semiconductor space—but fallout from U.S.-China tensions and China's deep pockets could get in the way X: @wsjheard , @meghamandavia , @wsj , and @ali_wyne X: @wsjheard ...
India's powerful and independent labor movement presents a crucial complicating factor for Apple in its ambitions to diversify its production away from China
Megha Mandavia / Wall Street Journal :
Indian government data: Walmart-backed PhonePe and Google Pay have a combined 80%+ share of India's mobile payments market while WhatsApp has a 0.02% share
Megha Mandavia / Wall Street Journal : Tweets: @mrinaldesai and @kunalb11 Tweets: Mrinal Desai / @mrinaldesai : Pe-L diya Mehta bhai ko ... https://twitter.com/... Kunal Shah / @kunalb11 : Prediction...
Google lowers Play Store subscription fees to 15% and fees for ebooks and on-demand music streaming services to “as low as 10%”; IAP cut seems to be unaffected
here are the details Sareena Dayaram / CNET : Google to cut Play Store fees for subscription-based apps next year Chris Wallace / MCV/DEVELOP : Google cuts the Play Store subscription share to 15% Kul...
ByteDance to set up a data center in India to store Indian user data locally, says its social app Helo has 50M MAUs and TikTok has 120M MAUs in the country
Megha Mandavia / The Economic Times :