CG: India Becomes the Next Battleground for 3 Retail Giants
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 15 May 2018
⏱️ 36 minutes
🧾️ Download transcript
Summary
Walmart recently announced a $16 billion investment in Flipkart, the biggest e-commerce company in India. For investors around the world, this deal is the opening volley on the latest front of the e-commerce war between Walmart, Amazon, and Alibaba.
Transcript
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| 0:00.0 | Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day. |
| 0:06.7 | It's Tuesday, May 15th, and I'm your host, Vincent Shen. |
| 0:09.5 | We have an awesome discussion in store for you today, Fools, because we're in the middle of our |
| 0:13.2 | latest theme week and international theme week so if you tune into this show regularly |
| 0:17.1 | you're aware that industry focus is a US-based podcast and we talk mostly about the |
| 0:21.8 | US stock market so as a, we spend most of our time focused on domestic companies. |
| 0:26.0 | But there's a whole world of stocks out there and no portfolios truly diversified without international exposure. |
| 0:33.2 | So this week we're changing things up by turning our attention to companies and stories from |
| 0:37.1 | around the world. |
| 0:38.5 | And the timing of this theme week for me at least, for the consumer and retail sector couldn't |
| 0:42.3 | be any better given the huge news |
| 0:44.2 | in consumer and retail that we've been processing the last few days, and that is the deal announced |
| 0:48.9 | between Walmart and Flipcart. |
| 0:51.1 | The $16 billion transaction is going to have significant implications for |
| 0:55.0 | Walmart investors, for consumers in India, and other major e-commerce companies that are looking |
| 0:59.8 | to gain a foothold in the Indian market like Amazon and Alibaba. |
| 1:05.0 | So to cover all that and more, I've enlisted the help of senior Motley full |
| 1:07.8 | contributor, Acet Sharma, hey, Aisit, welcome back. |
| 1:11.2 | Vince, Namaste. |
| 1:13.0 | Great to have you with us. |
| 1:16.0 | So we have a lot to cover. |
| 1:18.0 | We're going to jump right into the discussion. |
... |
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