After selling a company he cofounded to Alibaba in 2013, Sichuan-born Forrest Chen wanted to look beyond China for his next venture. India was one of the countries on his list of potential markets, which included the US, the UK, Indonesia and Thailand. 销售公司后,他在2013年创办了阿里巴巴,陈Sichuan-born福勒斯特想在中国寻找他的下一个风险。印度是一个国家的潜在市场,其中包括美国、英国、印度尼西亚和泰国。
“We launched NewsDog<\/a> in the US in 2015 and got 10,000 users but realised soon that retention was bad because of so much competition,” said Chen, CEO of NewsDog<\/a>. “That is when we decided to come to India, since the number of (digital) media houses here were fewer and people were still using traditional media.”
After launching here in 2016, first in English, NewsDog has expanded to 10 Indian languages and has 18 million monthly active users, making it one of the top news apps in the country.
A slew of Chinese companies and entrepreneurs has quickly moved to launch mobile applications directly in India to capture the rapidly swelling next generation of internet users—a demographic global and Indian internet companies too are chasing.
Several of these Chinese apps<\/a> have catapulted to the top in India across categories such as entertainment (Tik Tok, Vigo Video), news (UC News<\/a>, NewsDog), shopping (Club Factory, Shein<\/a>), as well as browsers and data sharing (UC Browser<\/a>, Shareit<\/a>).
\n \n \n \n\n\n\n\n\n\n
“China has seen maturity of content apps that are consumed widely there. With (many) Indians just waking up to digital content on their mobile phones, the Chinese have a head start to port their apps to India,” said Sreedhar Prasad, partner and head for internet business and ecommerce at KPMG India.
“Especially in tier 2 cities and beyond, the use of apps that let consumers make short videos or edit images simply and share them is catching on fast. Many of the Chinese apps<\/a> have been able to cater to this,” he added.
Of course, this would not have been possible without high-speed data connectivity and smartphones becoming more accessible to millions of Indians than ever before. The number of internet users in India is expected to increase to about 500 million this year from about 481 million in December, according to a report in March by the Internet and Mobile Association of India and consultancy firm Kantar IMRB.
Chinese app company ByteDance<\/a> has launched Tik Tok (over 1 million Android installations) and Vigo Video (over 5 million Android installations) in India to let users upload short videos. Other Chinese apps in the same space such as Kwai are also raking up millions of users in India.
\n \n \n \n\n\n\n\n\n\n
For these Chinese companies, the attraction of a large market, several untapped use-cases for non-metro consumers, and a growing internet base are good enough to place big bets in India.
Chen said it was the growing internet phenomenon and a lack of disruption by traditional media that attracted him to the Indian market.
“When I went to rural places around Gurgaon with my COO Yi Ma, we found that a lot of people have smartphones and they use it very regularly.
However, they are still reading newspapers. That’s when we realised there is a gap, which we are trying to fill,” Chen said.
Some of these Chinese apps, though, host content some would consider objectionable, and experts say these platforms cannot sustain solely on such material. TikTok was temporarily banned in Indonesia last month due to inappropriate content shared on the app. A highprofile Chinese investor, who did not want to be identified, said these apps may have only a short shelf life in India.
“We have faced some criticism over the content, and we understand that such content harms us,” Chen said. “We are trying to cut it out using artificial intelligence.” Chinese ecommerce apps such as Club Factory and Shein<\/a> are also seeing thousands of orders daily from India.
\n \n \n \n\n\n\n\n\n\n
For Club Factory, 35 million of its 70 million global customers are from India. “Our focus is towards a value-based customer, which by default includes tier 2 and 3 cities,” Ashwin Rastogi, country head for the ecommerce app, told ET in an interaction last month.
Club Factory is the eighth most used shopping app on Android phones in India in terms of monthly active users, according to App Annie. The company has roped in Bollywood actor Ranveer Singh and Miss World Manushi Chillar for its TV commercials, its first globally.
“These Chinese ecommerce apps have invested on ads through social media to target customers, and since many of their products are cheap, under Rs 1,000, a customer is likely to place an order without the risk of losing too much money,” Prasad said.
Alibaba’s UC Browser<\/a> has crossed 130 million monthly active users in India, catering mainly to non-metro consumers. Its users in India constitute 30% of its 430 million monthly active users globally.
Damon Xi, general manager for India and Indonesia, UCWeb, said UC Browser focuses on non-metro users and UC News<\/a> on users in metro cities.
“We provided data compression technology to make browsing and downloading faster for the users. For instance, there were regions in India where internet connectivity was still improving. In such regions, UC Browser’s data compression technology becomes a great help,” he said.
For several lending startups from China, India seemed a green pasture after business dried up at home following a crackdown by Chinese authorities on pay-day lending. ET reported earlier this year how several lending startups such as WeCash and FinUp were setting up operations in India.
WeCash’s Asia-Pacific head, James Chan, told ET in a previous interaction that the company— with its deep understanding of the lending business based on the “missing middle, new-to-credit, subprime borrowers in China”— saw significant market opportunity in India.
“India and China are similar, and with data and mobile penetration in the country, it is natural to attract Chinese entrepreneurs,” said K Ganesh, partner at entrepreneurship platform GrowthStory.
However, challenges abound for these Chinese companies in India, especially in traversing the gamut of languages while also dealing with a regulatory shadow over data security concerns. NewsDog’s Chen said many Chinese entrepreneurs realise the difficulties in entering the India market.
“There is no wave,” the Chinese investor quoted earlier said. “Only those Chinese companies who have a lot of money can come to India for business.”
The proposals of the draft ecommerce policy and the draft data protection bill, if implemented, could also prove troublesome for these Chinese entrepreneurs chasing markets in India.
“(Data) localisation will have a definite impact on Chinese firms,” said Sunil Abraham, head of the Centre for Internet and Society think-tank. The data localization rule requires internet companies, fintech companies in particular, to store all their data only within India.
Sandy Shen, research director at technology researcher Gartner, said India’s data localisation rule could increase the cost of doing business, as services providers would “need to have multiple hosting relations and take additional steps to consolidate data.”
Chinese app makers have had to face tougher hurdles in India. Last year, the Indian Ministry of Defence ordered the Armed Forces to uninstall 42 Chinese apps that it had classified as spyware. Among these apps were UC Browser, UC News, NewsDog, Shareit<\/a>, Weibo, WeChat, and NewsDog.
Smartphone Xiaomi, with which NewsDog has partnered for sharing content, asked the company to prove that its data was not being shared outside India. “Xiaomi were worried about our name on the list. We proved to them that all our data (from India) is (stored) only in Mumbai,” Chen told ET.
Also, late last year, Google temporarily removed UC Browser from its app store after the app came under the Indian government’s radar for reportedly sending data to its servers in China.
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“我们推出了乐动扑克NewsDog在美国,2015年有10000用户,但很快就意识到,保留不好,因为如此多的竞争,”首席执行官说乐动扑克NewsDog。”当我们决定来到印度,因为(数字)媒体公司的数量更少,人们仍然使用传统媒体。”
在2016年发射后,首先在英语,NewsDog已经扩大到10印度语言和每月有1800万活跃用户,乐动扑克使其成为头条新闻的应用。
其中的几个中国的应用推动跨类别,如印度的顶级娱乐(环境托托维视频),新闻(乐动扑克加州大乐动扑克学新闻Ne乐动扑克wsDog)购物(俱乐部工厂,Shein),以及浏览器和数据共享(UC浏览器,Shareit)。
“中国已经成熟的内容消费应用广泛。(许多)印第安人刚刚醒来手机数字内容,中国有一个头开始他们的应用程序移植到印度,“Sreedhar Prasad说,毕马威合伙人及互联网业务和电子商务印度。
“尤其是在二线城市,应用软件的使用,让消费者短视频或编辑图片简单分享迅速流行。的许多中国的应用已经能够满足这一点,”他补充道。
当然,这将不可能没有高速数据连接和智能手机变得比以往任何时候都更容易获得数以百万计的印度人。互联网用户的数量在印度今年预计将增加到5亿从4.81亿年12月,3月的一份报告显示,互联网和移动协会咨询公司和印度坎塔尔IMRB。
中国软件公司ByteDance推出了下来(超过100万Android安装)和比戈视频(超过500万Android安装)在印度,让用户上传短视频。中国其他应用程序在同一空间如葵在印度也斜了数以百万计的用户。
对这些中国公司来说,一个大市场的吸引力,等非大都市消费者,几个尚未开发的用例和不断增长的互联网基地在印度好下大赌注。
陈表示,越来越多的互联网中断的现象,缺乏传统媒体吸引了他到印度市场。
“当我去农村地方古尔加翁首席运营官马易,我们发现很多人智能手机和他们经常使用它。
然而,他们仍然阅读报纸。乐动扑克当我们意识到有一个缺口,我们试图填补,”陈说。
不过,其中的一些中国应用主机将考虑一些不当的内容,和专家说这些平台不能仅仅维持在这样的材料。TikTok被暂时禁止在印度尼西亚上个月由于不恰当的内容共享应用。加以中国投资者,谁不愿透露姓名,说,这些应用程序可能只有很短的保质期在印度。
“我们面临一些批评的内容,我们知道这些内容危害我们,”陈说。“我们正在试图停止使用人工智能。“中国电子商务应用,如工厂和俱乐部Shein每天也看到成千上万的订单来自印度。
俱乐部工厂,3500万的7000万年全球客户来自印度。“我们的重点是对价值客户,默认情况下包括2和3线城市,“Ashwin Rastogi,国家的电子商务应用,上个月告诉等交互。
俱乐部工厂是第八个最常用的购物应用Android手机在印度的月度活跃用户,根据应用安妮。该公司已经说服了宝莱坞演员兰维尔·辛格和世界小姐Manushi Chillar电视广告,第一次在全球范围内。
“这些中国电子商务应用投资目标客户通过社交媒体广告,因为他们的许多产品很便宜,Rs 1000下,一个客户可能下单没有失去太多钱的风险,”普拉萨德说。
阿里巴巴的UC浏览器在印度已经越过1.3亿每月活跃用户,餐饮等非大都市消费者主要。用户在印度占全球30%的每月4.3亿活跃用户。
达蒙Xi,总经理对印度和印度尼西亚,UCWeb说,UC浏览器等非大都市用户和关注加州大乐动扑克学新闻用户在地铁的城市。
“我们提供的数据压缩技术,让用户浏览和下载速度更快。例如,在印度有地区互联网连接仍在提高。在这些地区,UC浏览器的数据压缩技术成为一个伟大的帮助,”他说。
几个贷款创业公司来自中国,印度似乎是一个绿色的牧场业务枯竭后在家里被中国当局镇压在发薪日贷款。等今年早些时候有报道等贷款创业WeCash和FinUp在印度建立业务。
WeCash亚太区总裁詹姆斯·陈告诉ET在之前的互动,该公司——借贷业务的深刻理解基于“中国缺少中产、new-to-credit次级借款人”——在印度看到了巨大的市场机会。
“印度和中国很相似,数据和手机普及率,人们很自然地吸引中国企业家,”K Ganesh说GrowthStory合伙人创业平台。
然而,这些中国企业在印度挑战重重,尤其是在遍历整个语言的同时处理监管阴影数据安全问题。乐动扑克NewsDog Chen表示,许多中国企业家意识到困难进入印度市场。
“没有波”,中国投资者早些时候援引说。“只有那些中国公司有很多钱可以来印度业务。”
草案电子商务政策的建议和草案数据保护法案,如果实现,也可能为这些中国企业家麻烦追逐市场在印度。
”(数据)本地化将会有一个明确的对中国企业的影响,“苏尼尔•亚伯拉罕说,网络与社会中心的智囊团。数据本地化规定要求互联网公司,fintech公司特别是存储所有的数据只在印度。
Sandy Shen, Gartner研究主管技术人员说,印度的数据本地化规则会增加经营成本,作为服务提供者将“需要有多个托管关系和采取额外措施巩固数据。”
中国软件制造商在印度不得不面临更严格的障碍。去年,印度国防部下令军队卸载42中国应用划分为间谍软件。这些应用程序包括UC浏览器,加州大学新闻,NewsDog,乐动扑克Shareit微博,微信,NewsDog。乐动扑克
智能手机小米,NewsDog合作分享的内容,要求公司证明其数乐动扑克据没有被共享的印度以外。“小米是担心我们的名字在名单上。我们向他们证明了所有的数据(来自印度)是(存储)只有在孟买,”陈告诉等。
去年晚些时候,谷歌暂时移除UC浏览器后,把它从app store应用程序受到印度政府的雷达,据报道,在中国的服务器发送数据。
After selling a company he cofounded to Alibaba in 2013, Sichuan-born Forrest Chen wanted to look beyond China for his next venture. India was one of the countries on his list of potential markets, which included the US, the UK, Indonesia and Thailand.
“We launched NewsDog<\/a> in the US in 2015 and got 10,000 users but realised soon that retention was bad because of so much competition,” said Chen, CEO of NewsDog<\/a>. “That is when we decided to come to India, since the number of (digital) media houses here were fewer and people were still using traditional media.”
After launching here in 2016, first in English, NewsDog has expanded to 10 Indian languages and has 18 million monthly active users, making it one of the top news apps in the country.
A slew of Chinese companies and entrepreneurs has quickly moved to launch mobile applications directly in India to capture the rapidly swelling next generation of internet users—a demographic global and Indian internet companies too are chasing.
Several of these Chinese apps<\/a> have catapulted to the top in India across categories such as entertainment (Tik Tok, Vigo Video), news (UC News<\/a>, NewsDog), shopping (Club Factory, Shein<\/a>), as well as browsers and data sharing (UC Browser<\/a>, Shareit<\/a>).
\n \n \n \n\n\n\n\n\n\n
“China has seen maturity of content apps that are consumed widely there. With (many) Indians just waking up to digital content on their mobile phones, the Chinese have a head start to port their apps to India,” said Sreedhar Prasad, partner and head for internet business and ecommerce at KPMG India.
“Especially in tier 2 cities and beyond, the use of apps that let consumers make short videos or edit images simply and share them is catching on fast. Many of the Chinese apps<\/a> have been able to cater to this,” he added.
Of course, this would not have been possible without high-speed data connectivity and smartphones becoming more accessible to millions of Indians than ever before. The number of internet users in India is expected to increase to about 500 million this year from about 481 million in December, according to a report in March by the Internet and Mobile Association of India and consultancy firm Kantar IMRB.
Chinese app company ByteDance<\/a> has launched Tik Tok (over 1 million Android installations) and Vigo Video (over 5 million Android installations) in India to let users upload short videos. Other Chinese apps in the same space such as Kwai are also raking up millions of users in India.
\n \n \n \n\n\n\n\n\n\n
For these Chinese companies, the attraction of a large market, several untapped use-cases for non-metro consumers, and a growing internet base are good enough to place big bets in India.
Chen said it was the growing internet phenomenon and a lack of disruption by traditional media that attracted him to the Indian market.
“When I went to rural places around Gurgaon with my COO Yi Ma, we found that a lot of people have smartphones and they use it very regularly.
However, they are still reading newspapers. That’s when we realised there is a gap, which we are trying to fill,” Chen said.
Some of these Chinese apps, though, host content some would consider objectionable, and experts say these platforms cannot sustain solely on such material. TikTok was temporarily banned in Indonesia last month due to inappropriate content shared on the app. A highprofile Chinese investor, who did not want to be identified, said these apps may have only a short shelf life in India.
“We have faced some criticism over the content, and we understand that such content harms us,” Chen said. “We are trying to cut it out using artificial intelligence.” Chinese ecommerce apps such as Club Factory and Shein<\/a> are also seeing thousands of orders daily from India.
\n \n \n \n\n\n\n\n\n\n
For Club Factory, 35 million of its 70 million global customers are from India. “Our focus is towards a value-based customer, which by default includes tier 2 and 3 cities,” Ashwin Rastogi, country head for the ecommerce app, told ET in an interaction last month.
Club Factory is the eighth most used shopping app on Android phones in India in terms of monthly active users, according to App Annie. The company has roped in Bollywood actor Ranveer Singh and Miss World Manushi Chillar for its TV commercials, its first globally.
“These Chinese ecommerce apps have invested on ads through social media to target customers, and since many of their products are cheap, under Rs 1,000, a customer is likely to place an order without the risk of losing too much money,” Prasad said.
Alibaba’s UC Browser<\/a> has crossed 130 million monthly active users in India, catering mainly to non-metro consumers. Its users in India constitute 30% of its 430 million monthly active users globally.
Damon Xi, general manager for India and Indonesia, UCWeb, said UC Browser focuses on non-metro users and UC News<\/a> on users in metro cities.
“We provided data compression technology to make browsing and downloading faster for the users. For instance, there were regions in India where internet connectivity was still improving. In such regions, UC Browser’s data compression technology becomes a great help,” he said.
For several lending startups from China, India seemed a green pasture after business dried up at home following a crackdown by Chinese authorities on pay-day lending. ET reported earlier this year how several lending startups such as WeCash and FinUp were setting up operations in India.
WeCash’s Asia-Pacific head, James Chan, told ET in a previous interaction that the company— with its deep understanding of the lending business based on the “missing middle, new-to-credit, subprime borrowers in China”— saw significant market opportunity in India.
“India and China are similar, and with data and mobile penetration in the country, it is natural to attract Chinese entrepreneurs,” said K Ganesh, partner at entrepreneurship platform GrowthStory.
However, challenges abound for these Chinese companies in India, especially in traversing the gamut of languages while also dealing with a regulatory shadow over data security concerns. NewsDog’s Chen said many Chinese entrepreneurs realise the difficulties in entering the India market.
“There is no wave,” the Chinese investor quoted earlier said. “Only those Chinese companies who have a lot of money can come to India for business.”
The proposals of the draft ecommerce policy and the draft data protection bill, if implemented, could also prove troublesome for these Chinese entrepreneurs chasing markets in India.
“(Data) localisation will have a definite impact on Chinese firms,” said Sunil Abraham, head of the Centre for Internet and Society think-tank. The data localization rule requires internet companies, fintech companies in particular, to store all their data only within India.
Sandy Shen, research director at technology researcher Gartner, said India’s data localisation rule could increase the cost of doing business, as services providers would “need to have multiple hosting relations and take additional steps to consolidate data.”
Chinese app makers have had to face tougher hurdles in India. Last year, the Indian Ministry of Defence ordered the Armed Forces to uninstall 42 Chinese apps that it had classified as spyware. Among these apps were UC Browser, UC News, NewsDog, Shareit<\/a>, Weibo, WeChat, and NewsDog.
Smartphone Xiaomi, with which NewsDog has partnered for sharing content, asked the company to prove that its data was not being shared outside India. “Xiaomi were worried about our name on the list. We proved to them that all our data (from India) is (stored) only in Mumbai,” Chen told ET.
Also, late last year, Google temporarily removed UC Browser from its app store after the app came under the Indian government’s radar for reportedly sending data to its servers in China.
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