Blogs

Global soda ash industry – emerging dynamics

What is soda ash? Industry demand supply The rapid rise of Turkey’s soda ash production   What is soda ash? Soda ash is amongst the top 5 major inorganic chemicals in the global chemical industry with a total global production volume standing at ~55 million tonnes in 2018 and an industry value estimated at USD 16 Billion. The chemical name of Soda Ash is...

Boeing woes makes way for Airbus to become the world’s largest plane maker – but this will not open gap for other rivals

Airbus tops the global commercial aircraft market Prominent competitors now and over the years of Airbus and Boeing Road ahead for the two giant plane manufacturers   With the crisis of its 737 MAX dragging on to 2020, Boeing has lost the title as the world’s biggest plane maker in 2019 after its delivery numbers fell drastically to 345 aircrafts as compared...

Emergence of Omnichannel retail in India

The retail sector outlook is positive in India with exponential growth expected in e-commerce space The retail sector is witnessing a redefining change with emergence of omnichannel partnerships Reliance set to disrupt the unorganized market; Amazon, Walmart gear up for the fight   India is the world’s fifth-largest global destination in the retail space...

Can oil production uptick in Venezuela be a silver lining for the country?

Venezuela continues to face an economic, political and human rights cris is Venezuela’s Crude oil production and exports pick up several months post the US sanction   Venezuela’s economic and political crisis seems far from settled since we last published our blog on, “Venezuela facing a deep economic crisis” . As we had pointed out in the previously published...

Taiwan Semiconductor Industry

Taiwan semiconductor industry – an overview Competitive strength of Taiwan semiconductor industry   Taiwan, a strategically positioned island between north and south Asia, has always enjoyed a commercial potential in spite of its size. Made up with around 98% of private-sector companies that employ 80% of the workforce, Taiwan’s economy has emerged as a strong...

Diving deeper into the global art industry – from dominance of the US, UK and China to the emerging new trends

Overview of the global art industry Dominance of the US, UK and China in the art industry by the numbers Emerging new trends in the industry and the road ahead   The global art industry which consists of a set of diverse strata of paintings, sculpture, art prints and also antique in multi forms grew by 5.8% to an estimated $67.4 billion in 2018, making it...

Global Textile & Apparel Industry – India’s Position

Overview of global textile and apparel industry Indian market analysis Growth factors for Indian textile and apparel sector   Global apparel consumption is expected to reach USD 2.6 trillion by 2025-26 from USD 1.8 trillion in 2017-18. The industry is experiencing structural changes wherein market share is moving from earlier dominated developed countries...

Is the recent decline in Royal Enfield’s sales, a reflection of product stagnation or mere economic slowdown?

What interrupted Royal Enfield’s extended growth journey? Are new entrants in the market weighing down Royal Enfield’s popularity?   Royal Enfield (RE) is a well-known brand in the motorcycle industry and a name very close to the hearts of bike enthusiasts. For RE loyalists, these bikes are not just a medium to commute but a style statement and a source to...

Boeing 737 Max’s woes continue

Global grounding of Boeing’s very popular model- the 737 MAX Financial and operational implications for Boeing’s customers   A flaw in the certification process and lack of communication from Boeing’s end regarding a critical new element in the aircraft compromised the lives and safety of the passengers onboard the 737 Max. Once, popularly advertised as a more...

China to overtake the United States to become the biggest market for the movie industry

Overview of the global box office A look into China’s growing movie market Road ahead for the Chinese box office market   The global box office contributions for all films released in the year 2018 reached a record high of $41.1 billion, up from $40.5 billion in 2017. Of the $41.1 billion global box office market, the box office contribution by countries...

Indian pet care industry analysis

Pet ownership has grown multifold in the past decade in India Increasing pet humanization is driving demand for premium pet products Pet ancillary services like pet grooming, pet spa is also gaining prominence E-commerce emerging as new medium for pet products distribution   Over the past decade, ownership of dogs, cats and other pets has increased...

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 administration recently in the month of November 2019. The company is about to close all of its 79 company owned stores in the UK after its restructuring plan, which was implemented last year, failed to...

Acquisition of Tiffany by LVMH: An Analysis

Overview of the deal of acquisition by LVMH Company profiles of Tiffany and LVMH How the deal will benefit the Companies   The holiday shopping month of November witnessed a new consolidation in the luxury world when Louis Vuitton Moet Hennessy (LVMH) announced the acquisition of the luxury jeweller, Tiffany & Co. (Tiffany). The deal was finalized on 25...

Hyperloop – The futuristic technology that could revolutionize transport

Overview of the Hyperloop technology and system A look into the prominent players developing the hyperloop technology Road ahead for the new futuristic transport technology   With the advancement of technology over the years, the mode of transportation has also undergone rapid change with new innovations – from high specs electric cars to bullet trains. One...

Saudi Arabia’s oil mammoth is up for public listing – Is it attractive enough for investors?

What makes Saudi Aramco’s IPO biggest in the world? How is Aramco’s IPO viewed by global investors?   The world is about to witness the biggest IPO in the history of capital markets when Saudi’s oil giant – Saudi Aramco goes public in early December this year. Saudi Arabia’s Crown Prince Mohammed bin Salman (MbS) valued Saudi Aramco at $2 trillion in 2016, when...

Rising household debt in the US – Is it a red flag?

Brief history of Household Debt in the US Current profile and outlook of Household Debt in the US   Macro-economic data variables in the US continue to portray weakness in different segments of the economy, with economic data continue to be subdued in manufacturing and services along with other variables such as inflation, business confidence amongst others also...

Corporate tax rate cut: will it help to arrest the growth slowdown in India?

Current state of the Indian economy Global tax rates vs. Indian tax rate Impact of the corporate tax rate cut   A number of global and domestic agencies – Moody’s, Fitch, World Bank, OECD and now RBI and SBI have downgraded India’s GDP growth forecasts for the FY 2019-20. India’s GDP is estimated to reach USD 2.93 trillion in 2019 (USD 11.32 trillion based...

A $50 billion merger, that could create one of the biggest car makers

Overview of the global car market Details of the merger between Fiat Chrysler and PSA Group Challenges of the merger and the future outlook   The global car market is facing tough times with sales figures showing flat-to-falling trend across regions for current as well as the foreseeable future. In 2018 the global car sales fell by 0.6% to 95.1 million as...

The onset of rental economy in India: An overview

The evolution in the concept of renting in India The start-ups that ventured in the rental business Are Indians ready to embrace the concept of renting?   India has witnessed a great start-up boom during the last decade coupled with a healthy growth in the e-commerce space. People want to live a comfortable and luxurious life today with all their wants a...

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, recently announced the Centre’s plan to amalgamate 10 public sector banks (PSBs) into 4. With this, the total number of PSBs in the country reduces to 12, down from 27 till 2017. The Centre stated that...

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...