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The fund seems convinced that technology-led businesses in India are overvalued and not good for making big exits. Instead, what is needed to return large sums of capital are investments in mature companies with a proven track record.

The online storytelling company is betting that content will be the most sought-after commodity as scores of platforms jump on the microdrama bandwagon. But success will hinge on whether it has a good enough story to draw the audience.
SEBI has lowered the bar for loss-making startups to list. In that context, a company like Zepto redefines the meaning of risk in public market investing.
The retired banker wants India’s top companies to invest in AI. But the capital, ambition, and urgency simply aren’t there.