I agree with your fundamentals. But I don't believe Oyo's execution is right. Nor do I agree with this statement: > It's a worthwhile bet given the Indian cons

I agree with your fundamentals. But I don't believe Oyo's execution is right. Nor do I agree with this statement: > It's a worthwhile bet given the Indian consumers purchasing power/quality expectations are on the rise. India's income and consumption growth have been slower than expected. A recent report even found that rural consumption in India fell compared to 2011-12, and urban consumption increased by a paltry 4%. In the last two decades, everyone has been building businesses in India with the assumption that India will continue growing at "China pace". Real estate prices are the best example. But as everyone is also beginning to find out, the money simply isn't there. At least not for now. Oyo might be a decade too early. This business needs to be built, but not now