Blogs

Global shrimp industry – the Indian dynamics

Global demand and supply Indian industry dynamics Industry outlook   The global fisheries and aquaculture industry are a major part of the global food industry with a total global production volume of 171 Million tonnes and an industry value estimated at USD 362 billion.  The industry constitutes two production types, i.e., capture fisheries and...

Hollywood’s biggest talent agency Endeavor Holding Group drops IPO (another one), amid market instability

Overview of Endeavor and its financial health A turbulent year for majority of the unicorns going for IPO Why it might still had been a good idea for the company to shelve its IPO?   Endeavor Holding Group, one of the biggest entertainment, sports and content company cancelled its plan for its Initial Public Offering (IPO) just a day before it was set to...

Mergers and acquisition activity in 2019 has hit several lows, however, mega-deals remain high

What drove the decline in global M&A activity in YTD 2019? Why did some dealmakers make big bets in a slow economic environment this year?   After an aggressive performance in 2018, the global merger and acquisition (M&A) activity had been docile in 2019 from the start of year itself. In the first 9 months of 2019, there have been 25,754 number of deals...

Consequences of recession on the real estate market of Turkey

The economic recession of Turkey in 2018 The slump in the real estate market of Turkey Property purchases by foreigners in Turkey during recession   In the year 2018, Turkey plunged into recession that saw a decline for 3 consecutive quarters. While economists have different opinions on the causes of recession, some of the widely accepted causes are the...

Volatility in Iron ore prices in 2019

What drove the rally in iron ore prices during H1 2019? Have the 3 iron ore majors lost control over its prices in 2019?   The iron ore industry is, generally, characterized by voluntary oversupply created by the top 3 players – Vale, BHP and Rio Tinto, which in turn drive the global iron ore prices. These iron ore majors have always kept the production and...

Will the entry of the highly anticipated Disney+ change the dynamics of the video streaming industry?

Overview of the global video streaming industry Entry of Disney+ and comparison with other similar platforms Future outlook of the video streaming industry   Media consumption globally in recent years has undergone a revolution wherein it is being increasingly consumed through the digital format. This transition has pushed the global video streaming industry...

Analysis of the acquisition of Yatra by Ebix

The online travel booking market of India Benchmarking Yatra against the largest peer The ambitious entry of Ebix in Indian market   In one of our previous Blogs on eBay investing in Paytm Mall, we discussed how the lucrative e-commerce market of India is attracting foreign investors. This Blog covers another acquisition in the e-commerce space of India in...

State of semiconductor industry

Overview of the semiconductor industry Current and future growth prospects of the semiconductor industry   Semiconductors, often referred to as integrated circuits (ICs) or microchips are basic building blocks that are used to create an increasing variety of electronic devices. During the past 50 years, developments in semiconductor technology have made...

WeWork IPO: The downfall of the Unicorn

Tech Unicorns facing the public market brunt the business model of High growth and high losses being relooked upon by investors WeWork postponed IPO following the lack of investor interest The Valuation slumped to nearly one-fifth in a span of nine months   Post a slew of Tech Unicorn IPO failures in the current year, including SoftBank backed Uber...

Katerra – the future of end-to-end service in the construction industry?

Overview of the global construction industry Emergence of Katerra, both as a company and a brand Future outlook of the construction industry   The global construction industry has been one of the last few industries where there has been no radical change in the way things operate over the past few decades. This industry, in general, is not the most active...

Nissan continues to be weighed by Ghosn woes, weak sales

Nissan suffering from weak sales Nissan marred by financial misconduct allegations   At a time when the global auto-market is reeling with demand slump as well as disruption from new technology, Nissan, in particular, going through a rather tumultuous time. The automaker recently announced cutting down close to 12,500 jobs globally, or about a tenth of its...

Saudi Aramco to buy stake in Reliance: A win-win deal for both

Reliance Industries announces 20% stake sale in its OTC business Deal will help to pare RIL’s debt burden A win-win deal for perfect synergy   Reliance Industries (RIL) has announced India’s largest foreign direct investment and a game changer deal with Saudi Aramco at its AGM in August 2019. The world’s largest oil producer, Aramco, will acquire a 20% stake...

The rapid surge of the meatless food industry – and it seems to be just the start

Overview of the global meat substitute industry A look into the growing number of players in the meatless industry Future outlook of the meatless industry   The meatless food industry, also known as the meat substitutes industry, (featuring seafood substitutes, lab-grown meat and insect proteins), though not an entirely new concept, has gained much traction...

UK’s Automotive Industry feeling the heat of Brexit

Background of the UK automotive industry Deep integration between the UK & EU automotive industry Implications of Brexit on the UK automotive industry   The UK is due to leave the EU on 31st October 2019 which would essentially alter its relationship with the bloc on security, trade and migration while ending its EU membership of nearly 5 decades....

Analysing the decision of eBay to invest in Paytm

eBay’s investment in Paytm The e-commerce industry of India The future prospects of the deal   In a major positive development in the start-up ecosystem and e-commerce industry of India, the American e-commerce multinational, eBay has decided to invest in Paytm Mall. eBay is investing around USD 165 million to acquire 5.5% stake in the company. Paytm Mall is...

Oman– Can the country get rid of its oil dependency?

Oman’s economic dependency on oil revenues Measures undertaken by Oman to diversify economy- Vision 2020 & Vision 2040 plans   Oman, an economy traditionally dependent on oil and natural gas exports, is attempting to structurally diversify and strengthen its non-oil sectors. With the lowest GDP per capita amongst the GCC (Gulf Cooperation Council) nations,...

Apple Music hits 60 million subscribers as it goes head-to-head with Spotify

Overview of the global music industry Dominance and competition between Apple Music and Spotify Road ahead as streaming services takes center stage of the music industry   The global recording music industry is reported to be worth at $19.1 billion as of 2018, registering a growth rate of 9.7% from that of 2017 growing at a faster growth rate than the...

Slack set out to kill E-mail

Started as a side project for internal use in a gaming company High revenue growth with recurring revenues Went Public by offering shares through the Direct Public Offering   Founded by Stewart Butterfield (previously co-founded Flickr, sold to Yahoo @ $20 million), Slack started as a side project for internal use in a gaming firm called Tiny Speck in 2009....

Vietnam’s economic transformation from rags-to-riches

Current scenario in Vietnam Initiatives by the government for economic recovery Impact of automation on the manufacturing hub   Vietnam, which is a hub for low-cost manufacturing continues to attract a plethora of foreign investments. This is despite the trade war that is causing disruptions in the emerging economies, Vietnam’s economy managed to grow at...

The rise of Bernard Arnault and his luxury empire

Overview of Bernard Arnault and his business empire Growth and success of Bernard Arnault and his luxury empire LVMH   The Chairman and CEO of Moet Hennessy Louis Vuitton (LVMH), Bernard Arnault, often referred as the “Pope of fashion”, has built a multi-billion dollar luxury brand empire over the last three decades. Currently, his luxury brand portfolio consists...

Slack set out to kill E-mail

Started as a side project for internal use in a gaming company High revenue growth with recurring revenues Went Public by offering shares through the Direct Public Offering ...

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...

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...

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...

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...

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...

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?   ...

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...

Housing finance market in India. Is affordable housing driving the growth?

Overview of the housing finance sector in India Key players dominating the segment and their dynamics Factors driving aggressive demand for housing   The housing...

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...

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,...

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...

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...

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...

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...

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...

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...

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...

Education industry in India, an overview

Growth of private universities in the nation Future potential of the education industry in India   The education sector in India is estimated to be worth USD 91.7 billion...