Andy Mukherjee, Columnist

Amazon Has a New Rival in India, and It Isn’t Walmart

A draft e-commerce law threatens the core of the company’s business model.

August 16, 2018 at 12:28 AM UTC

Andy Mukherjee is a Bloomberg Opinion columnist covering industrial companies and financial services in Asia. Previously, he worked for Reuters, the Straits Times and Bloomberg News.

Pack it up.
Photographer: Dhiraj Singh/Bloomberg

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Jeff Bezos, meet Mukesh Ambani.

It’s time the Amazon.com Inc. boss took notice of his real rival in India, the only billion-strong consumer market open to Western tech firms. While Walmart Inc.’s acquisition this year of Flipkart Online Services Pvt., a homegrown e-tailer, might have given the impression that the battle for India would be an all-American contest, a new national e-commerce policy doing the rounds in New Delhi should disabuse Bezos of that notion.