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The Ken

@TheKenWeb

Delivering sharp, original, insightful, analytical journalism about business and start-ups across India since 2016.

 Bengaluru, India
the-ken.com
Joined June 2016
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Jio eyes 340 million users as AI eats phone chips and sim rules tighten The telco has been only too happy to ride the recent demand for its Jiobharat phones. But they remain sim-locked, restrict users to preinstalled apps, and don’t even connect to Wi-Fi
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Read in today's story: the-ken.com/story/jio-eyes-3…
Jio eyes 340 million users as AI eats phone chips and sim rules tighten

Jio eyes 340 million users as AI eats phone chips and sim rules tighten

The telco has been only too happy to ride the recent demand for its Jiobharat phones. But they remain sim-locked, restrict users to preinstalled apps, and don’t even connect to Wi-Fi

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Indigo calls out airport “monopolies”. Well, pots and kettles Its new CEO has a reputation for taking on airports. But his attack serves a specific purpose in India
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Read in this week's Long and Short: the-ken.com/?post_type=long_…
Indigo calls out airport “monopolies”. Well, pots and kettles

Indigo calls out airport “monopolies”. Well, pots and kettles

Its new CEO has a reputation for taking on airports. But his attack serves a specific purpose in India

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During one of India's biggest share sales, the chairman did what bankers rarely see: he asked for a lower price. "We have to leave something on the table for small investors." Watch the full TCS story here: yt.openinapp.co/ieyfo
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HDFC, Kotak banks find out what happens when AI goes rogue Banks and NBFCs are giving AI agents access to troves of customer data to sell more. But the safeguards haven’t kept pace, despite repeated regulator warnings
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Read in today's story: the-ken.com/story/hdfc-kotak…
HDFC, Kotak banks find out what happens when AI goes rogue

HDFC, Kotak banks find out what happens when AI goes rogue

Banks and NBFCs are giving AI agents access to troves of customer data to sell more. But the safeguards haven’t kept pace, despite repeated regulator warnings

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What will it take for Reliance Retail to pull off a Jio? The narrative for the next Reliance company to go public isn’t straightforward
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Read in this week's Trade Tricks: the-ken.com/?post_type=trade…
What will it take for Reliance Retail to pull off a Jio?

What will it take for Reliance Retail to pull off a Jio?

The narrative for the next Reliance company to go public isn’t straightforward

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A family member was the expected heir. Instead, an 'outsider' got India's top business job. Within a year came regret, slowing growth — and then the unprecedented: a chairman removed for the first time. The full story of TCS: yt.openinapp.co/ieyfo
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For Indus App Store too, it has come up with a quick fix by rebranding it to Phonepe Appstore while moving beyond app discovery to a marketplace for digital goods and services, including gift cards and top-ups, with attractive offers across categories. My story for @TheKenWeb: the-ken.com/story/phonepes-t…
Phonepe’s trading app has lost 40% of active users since March ‘25. But hey, it at least has a new...

Phonepe’s trading app has lost 40% of active users since March ‘25. But hey, it at least has a new...

The Walmart-owned fintech’s insurance bet came a cropper. With the imminent cap on UPI market share, Phonepe can’t afford another dud

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Phonepe recently dropped the Share.Market name and put its own “Phonepe Invest” on its broking business. But the problem wasn’t as simple as that. The wealth broking arm had some 3,55,000 active clients at the end of FY25, and by September 2026, the number has reduced to 2,06,000.  A 40% drop.
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He studied entirely in his mother tongue, in a small-town school, far from India's elite colleges. From an entry-level software job, he rose to run one of the country's most powerful empires. The full story of Natarajan Chandrasekaran, and TCS: yt.openinapp.co/ieyfo
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Sacred Games put Netflix India on the map. Roadies is how it plans to stay there Revenue and profit are climbing. But Netflix India's shift to mass-market TV has a cost, and Netflix isn't the only one paying Tune in to today's Daybreak.
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Listen on Spotify: open.spotify.com/show/2N3NVn… Or Apple Podcasts: podcasts.apple.com/in/podcas… Or YouTube: youtube.com/playlist?list=PL…
Daybreak

Daybreak

Podcast · The Ken · Business news is complex and overwhelming. It doesn’t have to be. Every day of the week, from Monday to Friday, Daybreak tells one business story that’s significant, simple and...

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Phonepe’s trading app has lost 40% of active users since March ‘25. But hey, it at least has a new name The Walmart-owned fintech’s insurance bet came a cropper. With the imminent cap on UPI market share, Phonepe can’t afford another dud
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Read in today's story: the-ken.com/story/phonepes-t…
Phonepe’s trading app has lost 40% of active users since March ‘25. But hey, it at least has a new...

Phonepe’s trading app has lost 40% of active users since March ‘25. But hey, it at least has a new...

The Walmart-owned fintech’s insurance bet came a cropper. With the imminent cap on UPI market share, Phonepe can’t afford another dud

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An IIT economist takes on India’s welfare fix-it bros Reetika Khera’s attempt to decode social policy in India is empathetic to the welfare beneficiary and a scathing indictment of the government
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Read in this week's Make India Competitive Again: the-ken.com/?post_type=mica_…
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One family founded India's great science institutes decades before the government did. One built India's first computer in 1960. A scientist there became President of India. The story of the Tatas quietly seeding a nation, and of TCS: yt.openinapp.co/ieyfo
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