Blogs

Malaysian rubber glove industry, an update

Rising global demand for gloves Impact of USP 800’s implementation and the US-China trade war on Malaysia’s rubber gloves industry Key challenges for the Malaysian rubber gloves companies Future outlook   The global demand for gloves maintained an ~8% CAGR in the last decade and as per the initial estimates from the MARGMA (Malaysian Rubber Glove...

Jet Airways, can the airline weather the storm?

India’s growing, but brutal aviation industry Impact of Jet’s failure on several stakeholders? A brief timeline of the crisis Revival plan, a succinct account on bank-led Provisional Resolution Plan Can the company reinvent its operational model?   ‘Notoriously difficult’ is how India’s airline industry is often described. The cut-throat...

Germany’s automotive industry, uncertain times ahead

Automotive industry, critical to the German economy Impact of the change in emission test policy mandated by the EU Commission Effects of decline in Chinese exports owing to the trade war Possible impact due to the no-deal Brexit and the imposition of the US tariffs on EU cars Switch in customer preferences and struggle in the home market   ...

US natural gas exports… boom…boom...boom!

Natural gas production continues to rise backed by the shale revolution Government’s policy relaxation on exports support the industry LNG exports are expected to more than double in the next two years   The US natural gas industry continues to create fresh records in production backed by persistent technological advancements, which is led by the shale...

Etihad Airways, what went wrong?

Why is Jet Airways sustenance crucial for Etihad Airways? What went wrong with Etihad’s strategy? Etihad’s restructuring plan   Jet Airways, a full-service carrier accounting for 14% of the market share in India, is yet another airline in the eye of the storm for its financial woes. While the collapse of Jet Airways will benefit other airlines in India, it...

Stablecoins, are these a solution for volatile cryptocurrencies?

The need for a solution for volatile cryptocurrencies What are stablecoin and its categories Stablecoins applications and limitations Long way ahead for stablecoins   In our previous blog related to Blockchain, an emerging concept, a disruptive technology , Televisory discussed on the blockchain’s revolutionary technology, which has the potential to...

Humans to be replaced by machines, will Universal Basic Income provide relief?

Need for Universal Basic Income Funding, pros and cons Current scenario and the future outlook   ‘A  basic income  is a periodic cash payment unconditionally delivered to all on an individual basis, without means test or work requirement’- Basic Income Earth Network (BEIN). In simple terms, Universal Basic Income (UBI) or Basic Income is a...

Is the Indian healthcare industry set for a transition?

Status of public healthcare spending in India Impact of PMJAY on the industry Status of health coverage and insurance industry   Government healthcare spending pattern in India The government expenditure on healthcare has remained constant, but low in India. The general government health expenditure has remained between 0.9-1% of the GDP in the 2011-15...

Tobacco industry’s outlook, is it set for disruption?

Global tobacco industry Current dynamics Rise of the electronic cigarette (vaping) industry   The global smoking tobacco industry primarily constitutes players that manufacture and sell cigarettes, smoking tobacco, smokeless tobacco, cigars and cigarillos. The industry has a large global presence due to a widespread demand for its products and is considered as a...

Entrance of ULCCs in Canada, can they survive and thrive?

Why Canada is one of the most expensive nations for air travel? Canada’s airline industry’s duopoly, Air Canada and WestJet commands c. 85% of the market Introduction of ULCC’s into Canada   Canada is said to be one of the most expensive countries for air travel in the world. It is estimated that every year approx. five million Canadians cross the border...

Lead, will the bearish momentum continue in 2019?

Lead prices generate a negative return in 2018, weakening economic developments and trade tensions to blame? Headline demand-supply numbers provide support though mined supply anticipated to increase Macro-economic cues and demand from automobile to drive prices in future Lead, the silver-greyish metal registered negative returns in the year 2018 along with other major...

Growth of unmanned retail stores in China

The concept of unmanned retail stores Companies venturing into the unmanned retail business in China Technology used in unmanned retail stores   As the world is moving towards a greater degree of automation, one of the latest trends that are picking up is the set-up of unmanned retail stores. Few pioneers for this trend are surprisingly the e-commerce companies....

The changing face of the beauty industry, from gender-bending products to technological makeover

Overview of the global beauty industry A look into newer products and technology that have hit the beauty market Trends to look for, going ahead in the industry   The global cosmetic product market, which is currently valued at USD 532.43 billion (as of 2017), is growing rapidly and is expected to reach a market value of USD 805.61 billion by 2023, registering a...

US continues to set new records in the energy space, will the trend last in 2019?

Crude, natural gas price and production trend in the US Movement in oil and gas rig counts in the last few years Changes in the drilling sector and the impact on production   Crude oil and natural gas prices across the major commodity markets and especially in the US were highly mercurial in the last few quarters. While crude prices took a major hit in the second...

Can zing be back for Zinc?

Zinc demand-supply trends and its impact on LME prices Movement in inventory and other variables for the commodity Macroeconomic scenario and outlook   Zinc, the bluish-white metal, which finds its use in various alloys, chemicals and galvanization among others has not been in the best of phase in the last few quarters. The metal which was the top performer in the...

Solar energy outstrips other renewable energy sources despite its fair share of ups and downs in recent years

Overview of the overall renewable energy market Analysis of increasing investment and capacity addition for solar energy Road ahead for the renewable energy   The global renewable energy market is currently valued at $1,469 billion (as of 2017) and is projected to reach $2,153 billion by 2025, registering a CAGR of 4.9% from 2017 to 2025. The main reasons for the...

Indian movie theatre industry

Overview of the Indian movie theatre industry PVR and INOX’s operational and financial comparison Way forward for the industry   The movie theatre industry in India has undergone a significant transformation, right from small rolling-image boxes on street to mobile-theatres in villages and towns to a single-screen and finally ruling multiplexes across the...

While Tesla waits for China, local EV start-ups mushroom

Chinese government’s drive for EVs, in line with the ‘Made in China 2025’ vision Impact of the change in government policies on local and foreign players Rise of several start-ups, while Tesla plans it moves to China as per the preliminary agreement   Future challenges   In Televisory’s earlier blog ( Electric vehicles revolution, China leads the global...

Can the Swiss watchmakers survive the smartwatch revolution?

Overview of the Swiss watch and smartwatch market Analysis of the growing popularity of smartwatches against Swiss watches   The excellent craftsmanship of Swiss watch is intangible and make ‘Swiss-made’ watches one of the most valuable watch brands in the world. But the venerable Swiss watchmakers may have a smartwatch challenge. The popularity of the smartwatches has...

Sugar industry in India, structural changes on the horizon

Indian sugar industry cycles Ethanol production in India   Sugar is one of the major agricultural commodities produced around the world. It is an essential consumer staple and forms a part of the daily dietary intake for consumers around the globe. The overall consumption demand for sugar has a large base and is spread across the world with the average per capita sugar...

Failure of Amazon in China, an analysis

E-commerce market in China Online consumer product retailers in China Performance of Amazon in China   Amazon is a global e-commerce player selling a wide...

An analysis of Malaysian rubber glove industry

How big is the international rubber gloves market? Reasons behind the healthy and steady growth Malaysia’s role in the industry Why are companies struggling for stable...

Tire manufacturing industry, analysing the cost and margin trends

The global market for tire manufacturing stands at $180 billion. Michelin anticipates the long-term demand to rise at the rate of 5 to 10% a year in developing markets and 1 to 2% a year in mature...

Can lithium-ion anode demand for needle coke reduce availability for electrode players?

What is needle coke? Uses of needle coke Lithium-ion battery manufacturers demand needle coke   Needle coke? Needle coke is a specialised form of petroleum coke...

Sri Lankan economic and political crisis

Sri Lanka’s latest political crisis, who governs the nation? Poor economic indicators adding to the nation’s woes   Sri Lanka is currently embroiled in a political crisis,...

Is the radio broadcasting industry in the U.S. dying? An analysis

Radio, the most powerful medium of reach in the U.S. Why the industry is moving at a slow pace? Radio’s health is still sound, will it continue in the long-term?   ...

Baidu’s Apollo, the underdog of autonomous driving platform

Overview of the autonomous vehicle sector in the global automobile industry Search giant Baidu’s entry into the autonomous driving space Baidu’s approach in becoming a front-runner...

Rapidly growing Indian online food delivery industry and its unrealised profits

Evolution of online food delivery industry in India Geographical penetration and scope for expansion Key players and their zeal to balance revenue and costs   Online...

Rice industry outlook 2018

Major rice producers and consumers Global rice trade Factors dominating the trade   Rice is the 3 rd largest produced agricultural commodity in the world, after...

Rise of Ant Financial, will the success story continue?

What is Ant Financial? Journey to become king of unicorn Will regulatory curbs hinder its success journey?    Ant Financial, an affiliate and integral part...

Unnoticed growth of the media and entertainment industry in India

Overall industry brief Growth of the M&E industry and its segments Major supporting elements of this growth   Media and Entertainment (M&E) is a very wide industry...

Death care industry, a special emphasis on China

Booming death care industry in the nation Death care industry structure Growth drivers and potential threat   The death care industry which offers services such...

Indian wood panel industry, growth drivers and present trends

Current market scenario in the Indian plywood industry Growth in the housing sector and rapid urbanisation to provide the boost GST rationalization to reduce price difference...

US commercial space launch industry at a tipping point with the rising of small rocket players

The commercial space launch industry witnessing a transition towards Low Earth Orbit (LEO) satellite launches Emergence of numerous small rocket start-ups Increased consumer...

OYO Rooms, an Indian start-up to enter Japan

Growth story of OYO Rooms in India Business model of OYO Rooms Analysis of strategy to enter Japan   OYO Rooms, the Indian start-up has decided to venture in Japan...

Battle for the textile and apparel industry in Southeast Asia

The reasons for China’s decreasing presence in the industry Initiatives by the governments in Southeast Asia to boost the textile trade Vietnam and Bangladesh’s quest to conquer...

Carbon black industry, strong potential for supernormal profitability?

What is carbon black? Its uses Impact of the environmental curbs in China   What is carbon black? Carbon black is a fine carbon powder and it is a disorderly...

Can PepsiCo turnaround the performance of its North American beverage segment?

What led to the consistent decline of PepsiCo’s trademark drinks in the last few years? Can the recent improvement in top-line numbers for PepsiCo’s beverage segment be maintained in...

Blockchain, an emerging concept, a disruptive technology (Part 1)

What is blockchain? How is blockchain revolutionary? Cryptocurrency, the new money ICOs, the new way of raising money Summary Blockchain is a software architecture...

SAP’s acquisition of Qualtrics, a costly affair or a strategic move?

History and evolution of SAP and ERP. Will experience measurement add value to SAP ERP?   On November 12, 2018 ERP software giant SAP announced an $8 billion acquisition...