Two very promising Platform Bossiness in Indian context are IEX and CDSL. As a Power trading platform IEX is providing spot pricing and true price discovery. With India becoming Power surplus nation, organizations and Corporations no longer needs Long term Power supply agreements and with superior Software IEX is way ahead of others. Stickiness to platform is also very high as most of the personnel in Power trading Corporation are already trained on its platform.
CDSL : With increasing market oriented financialization of savings in India CDSL will only go to higher levels. Besides this, digitization of financial assets which has already started will increase income source for CDSL.
4 Likes
A nice note on platform businesses from sageone
7 Likes
