Blogs

Brewing crisis in Non-Banking Finance Corporations

NBFC sector facing tightening of liquidity Mutual funds reducing exposure to NBFCs IL&FS and DHFL default signals a bigger crisis in the making   In the past year, the Indian corporate world has been marred with huge banking and liquidity crisis, while issues regarding fraud and bankruptcies added to the wounds. The fallout of the same has been...

Survival crisis for small online retailers (e-tailers) in India as big players seize the market

Growth of the Indian online retail industry Big e-tailers vs small ones The future of e-tailers   Indian retail industry has surfaced as one of the fastest growing and enterprising industries, with a total expenditure on consumption expected to reach $3600 billion by 2020 ($1824 billion in 2017). E-commerce is disrupting the retail market and is expected to...

Iconic Hamleys is now a Reliance baby. What is the Indian giant’s plan for its retail business on global turf?

History of Hamleys RIL’s acquisition of Hamleys is a part of the strategic plan to connect another dot on the retail network What is the RIL plan for its retail business?   Reliance Industries Ltd (RIL), through its subsidiary Reliance Brands, acquired the 259 years old British toy store chain Hamleys last month for 67.96 million pounds (~Rs 620 crore)....

Patanjali’s acquisition of Ruchi Soya, will it aid to its ambition?

Records impressive growth in the sector dominated by large MNC players Growth stagnated in the last few years on the back of macroeconomic factors Stiff competition from incumbent players, which have come out with natural offerings   Established in 2006, yoga guru ‘Baba Ramdev’ promoted Patanjali Ayurveda Ltd. ([‘PAL’], [a flagship company of the Patanjali...

Luckin is challenging Starbucks in China, its second largest market

Overview of China’s coffee market Comparison in terms of numbers for Starbucks and Luckin Future outlook for Luckin   China’s coffee market has been undergoing significant changes and growth in recent years and as per a report by Frost & Sullivan, the retail sales for the market grew from RMB 15.6 billion to RMB 56.9 billion between 2013-18, it is...

Enhancing operational efficiency through warehouse automation, the present and the future

Benefits of warehouse automation Present scope of warehouse automation The big names using robotics and automation in warehouses   A warehouse is an integral part of the supply chain that acts as an intermediary between the manufacturing and end consumers. The demand from end consumers is seasonal for most of the products with demand peaking during the...

iQIYI, Netflix of China is striving for streaming supremacy

Rapid growth of online video streaming globally B.A.T. hold a major share of the online streaming market in China Where iQIYI stands as compared to Netflix? Will iQIYI gain a supreme position in the online streaming industry in China?   Online video streaming has grown significantly in recent years. It transmits visual content in a compressed manner...

Mounting student loans in the US, causes and consequences

Rising student loan debt in the United States after the recession Impact of student loans on the US economy   The student loans in the United States have witnessed continuous growth since the Great Recession of 2008. The total value of student loans stood at ~USD 1.5 trillion by the end of 2018, which is spread out among approx. 45 million borrowers. This mark a...

Booming auto sales slowed by a speed breaker

An account on China’s car market Reasons for the slowing of auto sales   China overtook the US in 2009 to become the world’s largest car market, this was backed by generous government incentives and rising income levels, the former boasted of a fleet of 240 Mn cars at the end of 2018. While the US had about 910 cars per 1000 people, in terms of market...

China’s insatiable appetite for luxury goods

Overview of the global luxury market Rapid increase in Chinese consumers’ luxury purchases Future outlook on the luxury market in China   The global luxury market as a whole has been growing consistently in the past few years and 2018 was also a positive year for this market, where it grew by a steady 5% to an estimated €1.2 trillion with a greater diversity...

Will Amazon’s entry in the digital ad space dismantles the dominance of Google and Facebook?

Current scenario of the global digital advertisement space Growing market share and the future potential for Amazon   The global ad spending trend is transforming rapidly with the digital ad space gaining prominence over the traditional TV ad space. One of the main factors, which has been instrumental in this transformation is the rapid rise of mobiles....

Uber’s IPO, is the timing right?

Uber facing mounting losses and disgruntled drivers Suffering from bad IPO timing, which costed billions Unable to achieve operating leverage due to subsidies to drivers and users Nil visibility on the profitability front Uber striving to become the Amazon of transportation   2019 is the year for tech unicorns, with a host of tech companies (Lyft,...

Thomas Cook Airlines on sale, what went wrong with the world's oldest tour operator?

Profit warnings due to disruption in the travel market Market capitalisation wiped out as shares fell more than 80% in a year Closure of Club 18-30 Airline business sale announced   Thomas Cook, the world’s oldest tour operator and a 177-year-old company is currently facing difficult times. Founded in 1841, Thomas Cook is a leading global travel group...

Can Spotify play its music louder than others in India?

Has it hit the right chords with its Indian entry? Can Spotify dethrone the currently no.1 player – Gaana? What unique features does it offer in India?   By now, many of us know that ‘Spotify is in India’ and its users have already downloaded and experienced the app to see if it offers anything different from its counterparts. It is also known that India is...

Social media platforms battle traditional TV broadcasters for the multi-billion-dollar sporting media rights

Overview of the global sports market Analysis of the growing dominance of social media platforms in sports media rights acquisition Road ahead for the sporting media rights and viewers’ viewing habits   Sports industry as a business has evolved fundamentally over the years from the modest food and collectable stands at stadiums to multi-billion-dollar...

An update on cobalt’s falling price contrary to the outlook

Reasons for the fall in prices of cobalt Will the prices continue to fall?   In Televisory’s earlier blog, ‘ Scarce yet essential for EVs, cobalt hogs the limelight ’ , we concluded by stating that ‘if the numbers estimated for EV (electric vehicle) market hold true, the demand for cobalt will continue in the upcoming years.’ The price of cobalt had more than...

Pinterest IPO, another tech unicorn trying its luck

IPO looking to move past the lacklustre performance of Lyft Conservative approach for the IPO pricing Low-key approach to growth limiting losses for the unicorn   2019 is poised to be the year of unicorns. There are a host of tech start-ups, which have either taken steps towards going public (Lyft, Uber, etc.) or are rumoured to gear up for an IPO in the...

Is Airbnb ready for an IPO?

How will Airbnb’s IPO differ? Operational and competition analysis What is delaying the IPO?   Airbnb is valued at $31 billion and has created much media frenzy about its debut on the stock exchange since early 2018. Airbnb, along with other tech unicorns like Uber and Slack is set to go public soon, with Lyft already hitting the market in March 2019. While...

Will the strong rise in iron ore prices continue in H2, 2019?

Iron ore price records strong performance due to supply cut in Brazil and Australia Major miners cut guidance on yearly production; commodity might see deficit during the year Slower steel demand, subdued economic cues may weigh against strong performance going forward   Iron ore, the raw material used for making steel, steered higher during the first few...

Boeing 737 MAX mishaps and indefinite grounding of aircraft

Importance of 737 MAX for Boeing Impact of Lion Air and Ethiopian air crashes on the company Effect of the global grounding of 737 MAX on airlines Can Airbus benefit from the Boeing crises?   The aviation industry has come a long way in the last 30 years. Jumbo jets have rapidly lost their appeal and have been replaced by the next-gen technological...

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...

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...

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?   ...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

What’s in store for India’s first commercial REIT as it hit the market with Blackstone teaming up with Embassy Group

Overview of the partnership and assets of Embassy Office Parks Comparison of the Indian commercial office market space with other developed markets Road ahead for India’s...

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...

German economy, will the slide continue?

Weakening global industrial demand weighs on Germany’s manufacturing sector Inflation and business climate take a hit with broader signs continuing to be subdued Future...