India's E-Commerce Future: Why Meesho's IPO Belongs on Every Investor's Watchlist
Meesho has evolved from a social commerce provider to a fully-fledged, asset-light marketplace. The commission-free model attracts small retailers, while the vast creator network promotes product discovery and trust in rural areas.
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The upcoming IPO of Meesho is more than just another tech listing; it is a blueprint for the next phase of the Indian e-commerce market. While Amazon India and Walmart's Flipkart dominate the "convenience" market for India's wealthier consumers, Meesho has tapped into a much larger and harder-to-access market: the "value" market. The company positions itself, similar to the Chinese giant Pinduoduo, as an affordable, budget-friendly alternative. It targets millions of price-sensitive consumers in tier-2 and tier-3 cities and rural areas who are shopping...
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