The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
0:00 Coming Up
1:15 Intro
3:39 Shein’s Global Success
9:34 Deep Dive Into Shein’s Re-entry in India
15:12 Who Will Take the Hit in Fashion in India?
19:57 Can Shein Crack Costs in India?
22:56 Nykaa’s FY25Q3 Results
28:16 Nykaa’s Biggest Challenge - Q-Com
34:15 Why Isn’t Q-Com Big in China?
36:48 Delhivery’s FY25Q3 Results
41:56 Should Delhivery Double Down on QComm?
46:25 WeWork India’s IPO - The Background
50:20 Why WeWork Made It in India
54:16 Different Co-Working Models & How They’ve Fared
01:02:44 Health Corner - Whoop’s Calorie Counter
01:06:05 Is Magnesium Addictive?
01:08:14 Whey & Protein in India
Links referred to in the episode:
https://drive.google.com/file/d/1M8-J9vUKPLPwXoZn8B7jjty057sPTEKw/view?usp=sharing
https://drive.google.com/file/d/1pRrSSgnjxJk1m-MnED7-b7Wjf4CJdwl3/view?usp=drive_link
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