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Ashish K. Mishra

@akm1410.bsky.social
114 followers 37 following 46 posts

Co-founder & EIC of The Morning Context, a subscriber-led global, business news company. Subscribe: themorningcontext.com

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Reposted by Ashish K. Mishra
The Morning Context @themorningcontext.bsky.social · 23/03/2025
Vantara, Anant Ambani’s large-scale animal rescue center, is funded significantly through Reliance Industries' CSR spending. For the common man, it’s a noble cause. For shareholders, it's their money at work. @akm1410.bsky.social writes: themorningcontext.com/business/rel...
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Reposted by Ashish K. Mishra
The Morning Context @themorningcontext.bsky.social · 27/01/2025
Our lead: Women sidelined at Microsoft India. Leadership issues and unfair dismissal of senior women execs' concerns spark discontent and exits. Story #2: What concerns do research analysts have about some of the new norms introduced by SEBI? themorningcontext.com
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Ashish K. Mishra @akm1410.bsky.social · 27/01/2025
A spate of exits of women employees at Microsoft India, including women in the leadership team, raises concerns about gender bias at the company. This is after Puneet Chandok took over as president. themorningcontext.com/internet/wom...
themorningcontext.com
Women are being sidelined at Microsoft India, say insiders
A spate of exits of women employees, including some from the leadership team, possibly signals gender bias at the tech giant’s India arm.
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Ashish K. Mishra @akm1410.bsky.social · 24/01/2025
Honda’s Activa is urban India’s lifeline. Can the electric Activa with the bold idea of swappable batteries result in another success? This could also be a dud. themorningcontext.com/yesterday/ho...
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Honda is making a big and bizarre bet with the electric Activa | Yesterday | The Morning Context
The Japanese firm is giving its latest scooter swappable batteries—an experiment that could either build on or sully the fair name of the over two-decade-old Activa brand.
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Reposted by Ashish K. Mishra
The Morning Context @themorningcontext.bsky.social · 24/01/2025
What sets Honda’s new electric two-wheeler apart? The bold idea of swappable batteries—a potential game-changer for convenience and efficiency. But why is Honda venturing into this space now? And how big is the gamble? Sethu Pradeep breaks it all down: themorningcontext.com/yesterday/ho...
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Reposted by Ashish K. Mishra
The Morning Context @themorningcontext.bsky.social · 24/01/2025
#UnlockedFor24Hours Nifty50 companies face mounting challenges, including slowing consumption and idle capacity. @cynicalujval.bsky.social explains why investors should be concerned about earnings growth: Free to read for 24 hours—don’t miss out! Sign up now. themorningcontext.com/business/nif...
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Ashish K. Mishra @akm1410.bsky.social · 24/01/2025
Manipal Health, the country’s top hospital chain, is eyeing a $1 billion IPO. An interview with CEO Dilip Jose on what makes Manipal successful, expansion plans and the role of private equity players in healthcare.
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Ashish K. Mishra @akm1410.bsky.social · 22/01/2025
Good Glamm is looking for investors or buyers, essentially more money. Beyond money the problem is that its content to commerce play hasn't worked even though beauty continues to be a high interest, competitive business. by @harveen-ahluwalia.bsky.social themorningcontext.com/internet/the...
themorningcontext.com
The Good Glamm Group isn’t a pretty sight
The company that runs a clutch of beauty and content brands is scrambling to find an investor or a buyer for its assets. Its problems go way beyond money though.
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Reposted by Ashish K. Mishra
Harveen Ahluwalia @harveen-ahluwalia.bsky.social · 20/01/2025
The region’s growing demand for carbonated beverages and the presence of a large Indian diaspora present an opportunity for the Mukesh Ambani-led conglomerate to up its FMCG game through the iconic brand. In @themorningcontext.bsky.social today. themorningcontext.com/yesterday/wh...
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Reposted by Ashish K. Mishra
The Morning Context @themorningcontext.bsky.social · 20/01/2025
After successfully reviving the brand in 2022, Reliance is now setting its sights on the Middle East, aiming to compete with beverage giants PepsiCo and Coca-Cola. The timing might just be right. Will the plan succeed? Disha Acharya investigates: themorningcontext.com/yesterday/wh...
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Ashish K. Mishra @akm1410.bsky.social · 20/01/2025
Gujarat–based Bharat Global Developers Ltd, a company listed on the BSE, was on its way to carry out a $1.5 billion scam. A cautionary tale of greed and froth in Indian public markets. themorningcontext.com/business/a-b...
themorningcontext.com
A Bollywood-style heist with a Reliance connection
A SEBI crackdown has revealed that Bharat Global Developers Ltd used every trick in the book to drive up its share price so its preferential stockholders could make a killing. What remains unexplained...
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Reposted by Ashish K. Mishra
The Morning Context @themorningcontext.bsky.social · 19/01/2025
As more women enter the workforce, they're becoming a distinct target for financial advice & investment services, like Basis and Salt. But are women truly different from men when it comes to investing? @akm1410.bsky.social explores: themorningcontext.com/internet/are...
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Ashish K. Mishra @akm1410.bsky.social · 18/01/2025
The World Test Championship needs a total revamp, if it is not to deteriorate into a money-making circus for the Big Three. Also, Indian cricket's amuse-bouche. themorningcontext.com/chaos/big-th...
themorningcontext.com
Big Three's Test cricket power play sparks backlash
ICC chief Jay Shah's talks with England and Australia on two-tier Test cricket expose the growing rift between cricket's economic powerhouses and other nations fighting for the game's future.
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Reposted by Ashish K. Mishra
The Morning Context @themorningcontext.bsky.social · 18/01/2025
#PublishedThisWeek In December, Ola Electric’s market share plummeted to 18.7%, a 24-month low. For the longest time, market leadership wasn’t just a slide in Ola’s pitch deck—it was the entire pitch. Can it reclaim its leadership? Pradip Kumar Saha dives in: themorningcontext.com/internet/ola...
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Reposted by Ashish K. Mishra
The Morning Context @themorningcontext.bsky.social · 15/01/2025
After announcing a hands-off approach to misinformation, Mark Zuckerberg is now facing backlash for failing to fact-check his own comments on India's elections. Maanav D J explains why Meta faces parliamentary summons: themorningcontext.com/internet/met...
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Reposted by Ashish K. Mishra
The Morning Context @themorningcontext.bsky.social · 15/01/2025
#ICYMI Lead story today: Dunzo, once a rising star in grocery delivery, it now faces complaints from ex-employees. Story #2: Legit gaming companies remain under pressure after the 28% GST blow. A game-changing verdict ahead? themorningcontext.com
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Reposted by Ashish K. Mishra
Financial Times @financialtimes.com · 15/01/2025
Breaking news: Israel and Hamas have agreed to a deal to halt the war in Gaza and free the remaining hostages, raising hopes of an end to the bloodiest round of fighting in the Israeli-Palestinian conflict’s history www.ft.com/content/e35b...
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Ashish K. Mishra @akm1410.bsky.social · 13/01/2025
Why Community Notes is a poor solution to Meta’s fact checking problem. It doesn’t quite have the greatest track record. Misinformation about wars, vaccination, climate change, elections and more flourished on X. themorningcontext.com/yesterday/ho...
themorningcontext.com
How Community Notes works and why it really doesn’t | Yesterday | The Morning Context
Meta says it is replacing its third-party fact-checking programme with what X has in place to fight misinformation. Not the brightest of ideas.
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Ashish K. Mishra @akm1410.bsky.social · 13/01/2025
Within months of listing Ola has lost both market share and top leadership. Its investors would expect Bhavish Aggarwal to come up with something, anything at all. On product, marketing, sales, distribution, the company is trailing. Invest carefully. themorningcontext.com/internet/ola...
themorningcontext.com
Ola Electric shareholders and Bhavish Aggarwal need a miracle
In the face of lost market share, mounting operational challenges and leadership problems, Ola Electric faces a race against time to come up with anything that can stem its decline.
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Reposted by Ashish K. Mishra
The Morning Context @themorningcontext.bsky.social · 13/01/2025
Meta is ending its third-party fact-checking program and adopting the Community Notes model used by X. But is it a good enough replacement for independent fact-checking? Sethu Pradeep breaks down what this shift means for the biggest social platforms: themorningcontext.com/yesterday/ho...
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Reposted by Ashish K. Mishra
The Morning Context @themorningcontext.bsky.social · 13/01/2025
In December, Ola Electric’s market share plummeted to 18.7%, a 24-month low. For the longest time, market leadership wasn’t just a slide in Ola’s pitch deck—it was the entire pitch. Can it reclaim its leadership position? @sahaprd.bsky.social dives in: themorningcontext.com/internet/ola...
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Reposted by Ashish K. Mishra
The Morning Context @themorningcontext.bsky.social · 12/01/2025
Substance is key to any conversation, but with famous personalities, exclusivity often takes over. Kamath’s podcast with PM Modi is no exception — it highlights the personality, not the message. @akm1410.bsky.social breaks it down: www.themorningcontext.com/internet/kam...
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Ashish K. Mishra @akm1410.bsky.social · 13/12/2024
Remarkable story of education in India. Free to read for a limited time. themorningcontext.com/internet/why...
themorningcontext.com
Why is Dinesh Goel of FIITJEE so angry?
In the face of intensifying competition and shrinking profits, the FIITJEE founder’s aggressive tactics have only deepened the cracks in the three-decade-old test-prep chain.
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Ashish K. Mishra @akm1410.bsky.social · 11/12/2024
Two Byju’s companies, Epic and Osmo, have changed hands three times now, in what is looking like a fraud. Byju Raveendran is cooling his heels in Dubai while lenders and a gent called Vellapalath fight over who owns Epic, Osmo. By @sahaprd.bsky.social. themorningcontext.com/internet/dis...
themorningcontext.com
Dissecting the Byju’s fraud: Who owns Epic and Osmo?
The Bengaluru-based edtech company seems to have flogged its US assets multiple times over the years, putting a question mark on the ownership of the entities that stood guarantee for its $1.2 billion...
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Ashish K. Mishra @akm1410.bsky.social · 10/12/2024
To be up to date with detailed business stories from India, follow @themorningcontext.bsky.social.
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Ashish K. Mishra @akm1410.bsky.social · 09/12/2024
Quick commerce is changing both the face of organized retail and how Indians consume. And Swiggy is the poster boy of this change. How this company fares, then, should be of interest to many. Our story on Swiggy's quest for profitability. themorningcontext.com/business/swi...
themorningcontext.com
Swiggy’s Instamart has to choose either growth or profitability; it can’t have both
CEO Sriharsha Majety and the market seem to think scaling is Instamart's salvation. Scale, however, may not be the panacea everyone thinks it is.
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Reposted by Ashish K. Mishra
Pradip K. Saha @sahaprd.bsky.social · 06/12/2024
When did 'growth hacking' become customer manipulation? Inside the murky world of dark patterns, where digital convenience meets deception. Fair business or foul play? @harveen-ahluwalia.bsky.social & I report for @themorningcontext.bsky.social themorningcontext.com/internet/dar...
themorningcontext.com
Dark patterns: Fair play or a tool of mass deception?
The recent controversy over Zepto’s differential pricing and lack of transparency trains the spotlight on the deceptions and trickery that digital companies resort to in the name of innovative busines...
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Ashish K. Mishra @akm1410.bsky.social · 06/12/2024
Are you too seeing different prices for similar grocery items on different phones? We put the spotlight on the deceptions that digital companies resort to in the name of innovative business practices. Is it fair or trickery? themorningcontext.com/internet/dar...
themorningcontext.com
Dark patterns: Fair play or a tool of mass deception?
The recent controversy over Zepto’s differential pricing and lack of transparency trains the spotlight on the deceptions and trickery that digital companies resort to in the name of innovative busines...
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Ashish K. Mishra @akm1410.bsky.social · 05/12/2024
Too early to celebrate rural recovery in India looking at sales of two wheelers. More people are turning to loans to finance their two-wheelers than those who did pre-pandemic, and sales numbers are still not back to those levels. Explainer. themorningcontext.com/yesterday/tw...
themorningcontext.com
Two-wheeler sales figures do not point at a rural consumption resurgence | Yesterday | The Morning Context
With most purchases made on credit and sales numbers yet to breach pre-pandemic levels, the oft-cited connection between two-wheeler sales and rural demand doesn’t really hold.
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Ashish K. Mishra @akm1410.bsky.social · 05/12/2024
In the Adani bribery scandal, SECI has lost its credibility. It has over 9 GW of unsold power capacity on its books. This demand-supply mismatch is a formidable challenge for India’s renewable energy industry. themorningcontext.com/business/wit...
themorningcontext.com
With SECI’s reputation at stake, India’s renewable sector faces a big question
The state-run broker for green power finds itself mired in the US indictment of Gautam Adani and other executives. Now, the industry's trust in the country's biggest issuer of renewable energy contrac...
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Ashish K. Mishra @akm1410.bsky.social · 04/12/2024
India's Microfinance lending industry looks precarious. By the looks of it, Fusion Finance, a three-decade-old Delhi-based company could be its first casualty. If banks don't come in to help, Fusion could go belly up. And open a can of worms. themorningcontext.com/business/is-...
themorningcontext.com
Is 30-year-old MFI Fusion Finance on the verge of going belly up?
The microfinance institution faces a possible recall of nearly Rs 6,000 crore in loans given by banks, which it will be hard-pressed to repay given the state of its assets.
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Reposted by Ashish K. Mishra
The Morning Context @themorningcontext.bsky.social · 02/12/2024
The US indictment alleging bribery for solar contracts by Adani Green Energy's promoters has prompted global banks to review their agreements for potential breaches and consider pausing further credit to the company. In today's edition. themorningcontext.com/business/ple...
themorningcontext.com
Pledge agreements show Adani Green could have breached loan covenants
The US indictment alleging bribery for solar contracts by the company’s promoters and management has activated many potential issues in loan agreements signed by the renewables major.
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Reposted by Ashish K. Mishra
The Morning Context @themorningcontext.bsky.social · 02/12/2024
In the latest edition of The Gulf Report: Swiggy in India and Talabat in the UAE—1,600 miles apart—recently delivered massive IPOs. Despite similar businesses and valuations though, they share little in common. Read on. themorningcontext.com/internet/tal...
themorningcontext.com
Talabat and Swiggy: Two food delivery IPOs that couldn’t be more different
Apart from pulling off successful public offers at a somewhat similar valuation, the two startups have little in common.
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Ashish K. Mishra @akm1410.bsky.social · 02/12/2024
Two IPOs, same sector but they couldn't be more different. Swiggy continues to be loss making at Rs 2,350 crore (about $277 million) during the 2023-24. Talabat made more than that in profits—about $295 million—in 2023. From @harveen-ahluwalia.bsky.social. themorningcontext.com/internet/tal...
themorningcontext.com
Talabat and Swiggy: Two food delivery IPOs that couldn’t be more different
Apart from pulling off successful public offers at a somewhat similar valuation, the two startups have little in common.
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Ashish K. Mishra @akm1410.bsky.social · 02/12/2024
We rarely make anything free to read. This excellent story on how Rahul Yadav squandered the money it raised from Infoedge is now free to read. Please read if you didn't when we wrote about it. themorningcontext.com/internet/how...
themorningcontext.com
How Rahul Yadav bungled Info Edge-funded 4B Networks
At the heart of the current crisis at the proptech startup lies a flawed business model, sham prospective buyers and higher-than-usual payouts to brokers.
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Ashish K. Mishra @akm1410.bsky.social · 02/12/2024
Our investigation into three share pledge agreements entered into by Adani Green subsidiaries shows they signed undertakings before March 2023—when AGEL first became aware of the FBI’s probe—to inform lenders of any such matters, which they haven't. themorningcontext.com/business/ple...
themorningcontext.com
Pledge agreements show Adani Green could have breached loan covenants
The US indictment alleging bribery for solar contracts by the company’s promoters and management has activated many potential issues in loan agreements signed by the renewables major.
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Ashish K. Mishra @akm1410.bsky.social · 29/11/2024
Exclusive: OYO has been quietly moving towards becoming a plain-vanilla aggregator of hotels. This is a comedown for a company that was once reshaping the budget stay experience in the world. themorningcontext.com/internet/oyo...
themorningcontext.com
OYO India junks franchise model to become an aggregator, cut losses
The company is now just another aggregator in the budget hotel sector. And the shift does make sense; OYO wants to cut losses and its India business isn’t all that important anymore.
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Ashish K. Mishra @akm1410.bsky.social · 28/11/2024
Byju Raveendran should be awarded a medal for the innovative ways in which he defrauded everyone. Now enter one Rajendran Vellapalath, a Dubai-based businessman of Indian origin, and his company Voizzit, who mysteriously acquired the US companies. themorningcontext.com/internet/how...
themorningcontext.com
How Byju’s, allies defied US courts to keep control of assets
Court testimonies reveal how possible links between Byju Raveendran and a Dubai-based businessman as well as other employees of the beleaguered edtech startup may have allegedly helped transfer contro...
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Reposted by Ashish K. Mishra
Pradip K. Saha @sahaprd.bsky.social · 28/11/2024
#Exclusive Secret meetings, shadow deals, and a mysterious businessman from Dubai. Court proceedings reveal how Byju Raveendran allegedly orchestrated an elaborate scheme to transfer control of key US assets in bankruptcy. themorningcontext.com/internet/how...
themorningcontext.com
How Byju’s, allies defied US courts to keep control of assets
Court testimonies reveal how possible links between Byju Raveendran and a Dubai-based businessman as well as other employees of the beleaguered edtech startup may have allegedly helped transfer contro...
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Ashish K. Mishra @akm1410.bsky.social · 27/11/2024
Old is gold. Senior employees at OfBusiness operate several companies that trade with the B2B startup and its subsidiaries. These trades may be inflating the company’s revenue through double counting. themorningcontext.com/internet/why...
themorningcontext.com
Why do so many OfBusiness employees run other companies?
Senior employees at OfBusiness operate several companies that trade with the B2B startup and its subsidiaries. These trades may be inflating the company’s revenue through double counting.
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Ashish K. Mishra @akm1410.bsky.social · 27/11/2024
India's Adani Gas Ltd is in further trouble as TotalEnergies, its 40% JV partner says it won't put in any more money till the bribery allegations clear out. themorningcontext.com/business/ada...
themorningcontext.com
Adani Total Gas shareholders need to worry
The city gas distribution company’s stock is already the Adani group’s worst performer. The announcement by key stakeholder TotalEnergies of a halt to any further investment imperils its big LNG push ...
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Ashish K. Mishra @akm1410.bsky.social · 26/11/2024
43% of current consumer spending in India is driven by its Gen Z, who otherwise make up for just 27% of the population. If you are building for the consumption story, you need to understand them better. Read. themorningcontext.com/yesterday/ge...
themorningcontext.com
Gen Z is driving India’s consumption and spending habits | Yesterday | The Morning Context
Even as they change consumer preferences to more sustainable, healthy and premium products, this young generation is also fueling the overall spend in products ranging from skincare to cars.
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Reposted by Ashish K. Mishra
Harveen Ahluwalia @harveen-ahluwalia.bsky.social · 26/11/2024
"The Jai Corp chairman, by persuading investors to exit his real estate-focused fund at a discount, ends up with a deal that benefits just his family." themorningcontext.com/business/how...
themorningcontext.com
How Anand Jain, once an RIL insider, pulled off a real estate masterstroke
The Jai Corp chairman, by persuading investors to exit his real estate-focused fund at a discount, ends up with a deal that benefits just his family.
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Ashish K. Mishra @akm1410.bsky.social · 26/11/2024
Exclusive: Anand Jain was once Reliance’s go-to man. This story is an account of how the 67-year-old may have made the deal of a lifetime in Mumbai’s real estate, in the process shortchanging 796 investors. themorningcontext.com/business/how...
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Harveen Ahluwalia @harveen-ahluwalia.bsky.social · 25/11/2024
VCs on Indian startup boards: what do they even do? themorningcontext.com/internet/vcs...
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Ashish K. Mishra @akm1410.bsky.social · 25/11/2024
Tata Electronics is becoming a giant in the iPhone manufacturing space in India, rivalled only by the veteran, Foxconn. Explainer on the subject. themorningcontext.com/yesterday/wh...
themorningcontext.com
What’s driving Tata’s rapid ascent in the iPhone supply chain? | Yesterday | The Morning Context
Tata Electronics is making the most of Apple’s push in India amid a surge in high-end smartphone sales and geopolitical pressures.
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Ashish K. Mishra @akm1410.bsky.social · 25/11/2024
Since everyone wants to be on a startup board and nobody knows what they are supposed to do, we’ve put out this story. Please read and share with your fellow startup board members. themorningcontext.com/internet/vcs...
themorningcontext.com
VCs on startup boards: what do they even do?
Indian startup boards have been repeatedly caught sleeping on the job in the face of irregularities, weak processes and unethical practices. A number of factors—ranging from emotion to self-interest—a...
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Financial Times @financialtimes.com · 21/11/2024
The six-million-dollar banana www.ft.com/content/88701ab7-c478-4d…
ft.com
The six-million-dollar banana
Magritte tops the charts at $121mn in New York while Cattelan’s Comedian sells for $6.2mn; design hits the auction heights; Untitled Art fair to open in Houston; London gallery has rediscovered Oliver Cromwell portrait
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Wakil Sahiba @wakilsahiba.bsky.social · 21/11/2024
www.bbc.com/news/article...
bbc.com
ICC issues arrest warrants for Netanyahu, Gallant and Hamas commander
International Criminal Court judges say there are “reasonable grounds” they bore "criminal responsibility" for alleged war crimes and crimes against humanity.
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Harveen Ahluwalia @harveen-ahluwalia.bsky.social · 20/11/2024
Stoa, once the poster child for alt-MBA education in India, has formally shut down. While the traditional MBA model has fundamental shortcomings, Stoa’s story suggests that the alt-MBA may not be the solution. themorningcontext.com/internet/sto...
themorningcontext.com
Stoa’s closure shows alt-MBA can’t solve the MBA problem
The edtech startup’s four-year journey from ambitious disruptor to shutdown offers crucial lessons on innovation, market realities and the resilience of traditional higher education institutions.
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