Zomato, Policybazaar: What is the way ahead after the recent run-up?
"India still remains, for example, for a business like Zomato, a market which is only in a few cities even now. Things will have to evolve. To my mind, some of them are still fairly expensive. But because of the fact that there is now at least a path to profitability, there is a reason to assume that they will survive and therefore do reasonably well over a period of time. "
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