印度互联网消费旺丁不旺财。

华尔街日报认为，投资者长期以来高估了印度的互联网消费人群的量级。印度虽有8.5亿网民，但是4500万网民就占了互联网消费总额的一半。而且，除了3000万网民之外，其他人都在大大减少在线消费。2021年，只有26%的印度家庭的年收入超过一万美元。人民还是太穷了。

原文如下：
Investors in the country’s startups are coming to realize that online spending is driven only by a minuscule percentage of spenders from India’s overall internet population and that it might take a while before the spending power is more evenly distributed. According to a recent report by Blume Ventures, only about 45 million users account for 50% of online spending out of the overall 850 million Indians using the internet. India has also seen a sharp drop in consumption outside the top 30 million households.

Only 26% of India’s households earned more than $10,000 in 2021, according to a Morgan Stanley report last year. This is a sobering reality for those such as McKinsey Managing Partner Bob Sternfels, who declared that it isn’t the decade but rather the century that belongs to India.