As such will come down to execution and risk management as in any lending business. By virtue of APL group business they have a clear idea of risks involved in the partner / vendor eco system. Only time will tell whether they are able to effectively use that experience in their risk management framework. Entry is easy ( talking of moats ) but execution is difficult – one needs agility / flexibility in enabling business while taking minimal risk ( you cannot have zero risk ) . Differentiation will happen basis above.
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