Attention is a bottleneck; the idea that one report is just a specialization of another without questioning is a dangerous oversimplification, because capital is finite.
Resources allocated to these studies are not unlimited, and each new publication must bring a significant added value rather than just a variation.
If the original Moonfire Ventures study focused on a mature market, and the new one on India, the market dynamics and local regulatory constraints, such as those imposed by the RBI, are so distinct that they require an autonomous analysis, not just a "more specific" version.
Time is limited to understand these crucial nuances that directly affect returns.