It's basically Stratechery but much more informed about the India+SE Asian technology business. It doesn't hurt that most of the writers for it are ex-VCs and PEs who have worked in the India+ASEAN sector for over a decade.
Inc42 is decent as well.
That said, I'm honestly not impressed with Stratechery anymore. I personally feel the quality of analysis has kinda gone down (sort of feels like he's grasping at straws). But maybe I'm just feeling Dunning-Kruger effect