DSP's Tawakley warns Amazon's success is being misused to justify loss-making D2C bets
DSP Asset Management CIO Anish Tawakley pushes back on the winner-takes-all playbook driving Indian D2C and PLI-led capex valuations, arguing Amazon's outcome is the exception, not the template. He signals a preference for proven profitability over narrative-led growth stories.
DSP's Anish Tawakley warns Amazon's success is being misused to justify loss-making Indian D2C and PLI-led capex bets, favouring proven profitability.
Moneycontrol · Results · 5/29/2026, 9:16:34 PM · Ask about this →