Blogs

Lead, what’s in store for the battery metal in H2 2018?

Lead’s supply remains inadequate against a stable growth in demand Demand deficit seen in the past 3 years is anticipated to continue in 2018 as well Falling inventories and backwardation additionally supports price movement    Lead, the silvery bluish metal is mainly used in batteries, which accounts for roughly 85% of all its consumption. These batteries,...

An analysis on the performance of Australia’s busiest airport

Major airports in the Asia-Pacific A comparison of significant airports in the region Parameters of success for Sydney Airport   In 2017, Sydney Airport with 3 terminals handled 43.3 million passengers and is the busiest airport in Australia, which is followed by Melbourne and Brisbane airports. According to statistics revealed by OAG Aviation Worldwide Limited...

Global gaming industry, APAC winning the race?

Rising global gaming industry as games become a favourite pass time Mobile surpassing PC games globally APAC is getting ahead in the gaming market with a large population     The global gaming industry is entering a new phase with consumers spending in excess of $121 bn in 2017 on gaming from $70 bn in 2012. A double-digit growth with a CAGR of 11.51% in...

Trans-Pacific Partnership, a brief introduction and the changing stance of the US

Overview of the 12 nations Trans-Pacific Partnership trade agreement How is it different from other regional trade agreements? Trump’s latest stance on the TPP   Trans-Pacific Partnership (TPP) was a free trade agreement (FTA) between 12 countries surrounding the Pacific Ocean (Pacific rim countries). On October 4, 2015, the members of the TPP namely; the...

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 that is derived during coke production from coal tar or as a by-product of the oil refining process. Needle coke is a high technology intensive product and is manufactured commercially on a large...

Tesla’s entry into the mass-car market hits a major roadblock

Overview of the current issues faced by Tesla Analysis of the key concerns encountered by the company   Tesla, Inc., the futuristic electric car company’s share prices continue to defy gravity despite the company not making any profit. Lately, it has faced persistent trepidations including lawsuits, interrogations over safety on autopilot functionality, rising debt...

OPEC meeting to discuss the easing of production cuts, fireworks anticipated?

Oil prices rise amid planned cuts as per OPEC’s Algeria Accord Supply gap risk in the middle of Venezuela and Iran geopolitical crisis add premium to crude oil ...

Venezuela facing a deep economic crisis

How the economic disaster plagued Venezuela? Reasons for the catastrophe Maduro wins another 6-year term. What lies ahead?   Venezuela has the largest proven oil reserves in the world, which are even more than Saudi Arabia, but still, the nation faces a biggest socio-political crisis in the contemporary world. In spite of being oil-rich, it lacks cash reserves....

China threatening the undisputed US supremacy on AI

Strategic importance of AI China vs. the US: how China is closing the AI gap in spite of a head start enjoyed by the US?    Artificial intelligence or AI, a futuristic probability in the past is now a present-day reality and is also a hot new battleground between two major economies. The global AI market is projected to be worth US$36.82 billion by the year 2025...

China, not a garbage dump anymore?

Classification of waste and value recovery process for solid waste China, the largest importer of solid waste Deteriorating environment compelled China to impose a ban on import of 24 types of solid wastes Plastics, the major contributing factor in environmental degradation Long-term benefits of finding biodegradable alternatives   Solid waste or...

Scarce yet essential for EVs, cobalt hogs the limelight

Significance of cobalt for li-ion batteries Cobalt prices acting frenzy due to EVs demand Reaction of miners and battery producers on price rise   Televisory’s earlier blog on ‘ lithium-ion, the power to go ’, examined how lithium-ion batteries which power electric vehicles (EVs) are driving consumption of lithium. In this article, Televisory will try to...

Growth of pharma industry and contribution of generics

Global pharma growth and trends How are generic drugs driving the growth in pharma globally? Key contributors to the ongoing expansion of generic pharma   Global pharmaceutical spending is expected to reach USD 1.5 trillion by 2021 with CAGR of 4 to 7% in the next 5 years according to the report released by QuintilesIMS Institute-Outlook for Global Medicines...

Is it the best time to go public for Xiaomi with a $100 billion valuation?

Overview of Xiaomi’s market position in view of the IPO Resurgence of Xiaomi after the fall due to a stiff competition   Xiaomi, which was founded in 2010 is a Chinese smartphone and device manufacturing giant. The company has been in the process to launch one of the world’s biggest tech IPOs (Initial Public Offering) since 2014. According to reports, the firm is to...

Why is Alphabet considering to invest in Flipkart?

Walmart’s decision to acquire a majority stake in Flipkart Core competencies of success for Alphabet Threat created by the massive growth of Amazon   May 2018 was marked by a significant development in the Indian e-commerce industry. Walmart, which is undoubtedly the largest retailer in the world announced its plan to buy a 77% stake in Flipkart at a cost of USD...

Booming e-commerce in China

Factors for exceptional success of e-commerce in the nation Why are companies aggressively investing in O2O?   In the span of barely a decade, China has risen as the world leader in the e-commerce space. The online shopping generated c. $1.1 trillion (2017) in the country, which was an improvement of 32% over the previous year. China is the largest e-commerce market in...

Will the bull rally of zinc slow down by the end of 2018?

Will the bluish white metal continue to see its positive move after a  strong performance in the last 6-8 quarters? Will the supply crunch continue to support prices?   The base metal prices have been escalating since early 2016, these were driven by strong global economic conditions, weakening of the dollar and supply disruptions of most metals. The winner so...

Will ATMs in India face the brunt of heightened digital payments?

With digital banking picking up, does cash transactions still hold value? Has the ATM industry reached its saturation point? Impact of demonetisation on cash transactions in India   An Automated Teller Machine (ATM) is one of the most crucial self-service channels for the retail banking sector that connects banks or financial institutions with customers. The 1st...

US retail store meltdown

Is it the end of the retail industry in the nation? Is e-commerce the sole reason for impact on the industry?   The US retail hold a significant share of the world retail market, especially in the apparel segment where it is 50% larger than China. The twelve of the largest world retailers are from the US. The companies like Walmart, Costco, Kroger, Walgreens are among...

Air India for sale, no takers for the national carrier?

Overview of the segments for the sell-off Shortcomings and challenges of disinvestment   Air India, which is India’s premier airline and is run by the government has been facing a financial and operational crisis for the past several years. The performance-related inefficiencies and a continuous loss-making made the operations unsustainable. While the talks for...

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 as funeral homes, cemeteries, crematoriums and memorials is highly fragmented and government controls are imposed in certain countries. The death care industry in the US is estimated to be $20...

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 ...

Will the Big Bang merger drive, of Indian Public Sector banks, provide the required impetus to the slowing economy?

India’s Government announces plans to merge 10 of the country’s public sector banks Probable impact of the mergers   India’s Finance Minister, Nirmala Sitharaman,...

Is Mothercare on the verge of collapse?

History of Mothercare What went wrong? Company moved into administration   Mothercare, an iconic brand for babies, children and parents to be, went into...

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...

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...