Author Archives: Sandeep Aggarwal

About Sandeep Aggarwal

Sandeep is the founder and CEO of “ShopClues.com”. He has about 16 years of global experience in business operations, strategy and investment, focusing on Internet and technology. He is counted amongst leading Internet experts globally, and has regularly appeared on CNBC, Fox, ABC News and regularly quoted by Wall Street Journal, Fortune, Forbes and other prominent media outlets.

E-commerce in India is still in its infancy and can grow 100x in the next decade. Continue reading →
Feb 20, 2012 At 8:18 am
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Comments: 7
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in: Internet

Yahoo! reported a Beat & Raised bottom-line quarter. It also started disclosing user engagement metrics that exhibited for the first time some encouraging signs of a possible trend reversal. Continue reading →
Apr 20, 2011 At 1:26 pm
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Comments: 0
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in: Internet, Media, PE/VC

Overall we noticed much higher than usual focus on social, affiliate, email marketing, and mobile and less focus on paid search related ecosystem. Overall ‘Net ad trends appear to be very healthy in terms of volume/pricing.
Continue reading →
Apr 13, 2011 At 1:08 pm
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Comments: 0
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in: Internet, Social businesses

This secular adoption of the Internet and the innovations/new business models create a need among the largest Internet companies to refresh their product portfolio and to develop stronger competitive moats around their core offerings through acquisitions. In our view, Google, Amazon, eBay, and Yahoo! will remain highly acquisitive in 2011-12.
Continue reading →
Apr 11, 2011 At 1:45 pm
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Comments: 0
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in: General

This split will make the comparison of OTAs easier and the adjustment would only be in terms of US vs. international, agency vs. merchant, and airline vs. hotel.
Continue reading →
Apr 8, 2011 At 1:00 pm
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Comments: 0
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in: Internet, Media, PE/VC

We believe that this acquisition gives eBay four tangible benefits: 1) It helps eBay to become a more meaningful company not only for C2C and SMB sellers but also for large multi-channel retailers; 2) It helps eBay to offer fulfillment capabilities to its power sellers as a profit center; 3) It allows it to sell PayPal and BML to 180 large multi-channel retailers at GSIC, thus get access to billions in new TPV; and 4) It helps dilute Amazon’s very tangible differentiation over eBay (i.e. world-class fulfillment capabilities). Continue reading →
Mar 29, 2011 At 1:15 pm
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Comments: 0
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in: Internet, Media, Social businesses

Tags: ,

We expect a hyper-growth phase in the Indian internet in the next 3-5 years, particularly in E-Commerce, online travel, social media, mobile Internet, gaming, and some of the online advertising formats. Continue reading →
Mar 21, 2011 At 11:03 am
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Comments: 1
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in: General

MakeMyTrip’s expected 50%+ top line growth
is fueled by a large and fast-growing Indian travel industry that is moving online,
rapidly growing Internet penetration, a booming Indian economy, rising middleclass/
income levels, and strong competitive position. Continue reading →
Feb 7, 2011 At 8:01 am
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Comments: 0
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in: Internet