According to Morgan Stanley’s Report, estimates for e-commerce sector has been revised, expecting it to now touch $200 bn by 2027, from its initial forecast of 2026.

It believes that latest FDI rules on e-commerce will pose headwinds to growth in near term as some cos. restructure their businesses, processes, and contracts, to be compliant.

However, it noted that overall retail market is growing and online is only taking away market share from offline channels due to pricing attractiveness, convenience, and aggregation of demand.

It also said that the rules do increase the cost of doing business and add uncertainty, but the potential impact from them is insignificant as a whole.

Source: https://www.moneycontrol.com/news/business/e-commerce-sector-to-touch-200-bn-by-2027-now-morgan-stanley-3555041.html