In today’s briefing:
- Walmart (WMT US) | Why Walmart Is Likely to Win in India’s ONDC World Compared to Amazon
Walmart (WMT US) | Why Walmart Is Likely to Win in India’s ONDC World Compared to Amazon
- India’s Open Network for Digital Commerce (ONDC) is expected to break duopolies across the digital commerce ecosystem including e-marketplaces like Flipkart Online Services (1398508D IN) & Amazon.com Inc (AMZN US).
- We think it is the other way around. We expect them to thrive and become even more dominant in case the market expands as envisioned under ONDC.
- While it could be too early & premature, Walmart (WMT US) thanks to its investments in Flipkart and the path chosen by PhonePe is better placed compared to Amazon in India.
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