1lhokr

Amazon wants to sell groceries online in India.

Given that the Indian economy is growing at 7% with a rising middle class, this seems like

a great opportunity. After all, middle class will first improve their diet 😀

However, India’s infrastructure needs a lot of improvement. Also, just seeing the wild

traffic in India, where a two lane road becomes three lanes shows that there are real risks (just google crazy India traffic).

However, I do remain optimistic about Amazon. Bezos is bold but careful in execution.

As an investor in Amazon, I am confident that things will work out if not Amazon will cut

losses quickly.

I will see what Amazon says about India in conference calls~

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