Blogs

WTI crude oil crash: Is this start of new normal for oil?

  WTI crude oil (immediate delivery futures) traded into negative territory Reasons driving the price drop What is expected in the near-term?   Since the coronavirus pandemic breakout early this year, financial markets all around the world have seen many rough and unprecedented swings. But what happened on Monday 20 th April 2020 was the wildest move when the...

ZOOM- A remote communication platform that is connecting the virtual world

  Boom of video-conferencing apps amidst Covid-19 Zoom- the leader Controversies surround Zoom, can the app maintain its leading position In today’s times of lockdown, when social distancing has been called for by governments globally, the only mode of communication is via technology- resulting in a significant uptick in the use of video-conferencing apps. There are...

Digital entertainment sector adds some positivity to the otherwise gloomy business environment

  How has the global pandemic led lockdown impacted OTT players? Is this growth sustainable in the digital media industry?   The world is experiencing one of the most unprecedented times in the history of mankind. The Coronavirus which began from Wuhan in China, has locked everyone, across the globe, in their homes, sparing no country/region. This outbreak has...

Venezuela’s woes continue as Covid-19 spreads globally

  The country continues to face an economic, political and human rights crises Venezuela battles on many fronts   In our previous blogs, we discussed the extent of financial & human rights crises that Venezuela has been facing over the last several years: a crisis orchestrated by none other than its own leaders. The country’s economy contracted by ~25.5% in...

The Global Media and Entertainment (M&E) industry outlook 2020

  An overview of the M&E industry Trends shaping the future of Media and Entertainment market   The Global Media and Entertainment industry, one of the largest in terms of revenue and market size, is made up primarily of five distinct sub-segments– including TV, film, video games, publishing and music. As per some estimates, the US M&E industry is said...

Demerger of Consumer Segment from Tata Chemicals: How beneficial is it?

  An overview of how the scheme of demerger would be operational. Impact of the proposed scheme of mergers on both the demerged and the resulting company. Tata Chemicals Limited’s (TCL) proposal to demerge high return bearing Consumer Products division and merge into Tata Consumer Products Limited (TCPL) (formerly Tata Global Beverages), finally got underway on 5th March...

2019: Another tough year for the global airline industry

  2019- a tough year for the airline industry An overview of some of the airlines that shut down operations in 2019 2020- another tough year for the industry due to the Covid-19 pandemic As are most years for the airline industry, 2019 was no less brutal. Ranging from the 737 MAX crashes that impacted several stakeholders besides the aircraft manufacturer to several...

Malaysian Rubber Glove Industry – Impact of COVID-19

  Surge in global gloves demand due to COVID-19 outbreak Major hindrance to fill demand supply gap Will industry face risk of oversupply after COVID-19?     In our earlier blog on “ Malaysian Rubber Gloves Industry ” we had discussed the growth in the healthcare industry backed by an ageing population, change in healthcare reforms, emergence of new...

US Automobile Industry – Dark Clouds Ahead

  Current Situation Coronavirus Impact The US automobile industry stands at the second largest in the world with total annual vehicle sales adding up to ~17.5 Million Units in 2019. The industry has a long history which covers several peaks and troughs. The US automobile industry rose to prominence with the rise of the big 3 automakers (GM, Ford and Chrysler) during the...

Hotel Industry Performance in Hong Kong

  Fastest growing Hotel market in Asia up-till 2018 2019 witnessed a full-blown crisis amidst anti-government protests 2020: the impact of global pandemic Coronavirus Hong Kong’s tourism industry is one of the major pillars of its economy. In 2017, it contributed 4% of the GDP and accounted for 7% of the total employment in the country.  The Hotel industry is a...

Global Economic Downturn brought by Corona Virus What India & Indonesia should do?

By Shiv Dave (shivdave@televisory.com)   Going by the stock market plunges around the world, it seems apparent that the world is in for a major economic crisis not seen since 1987 and perhaps matching 1930s. The worries for similarities are, never before has there been an organized effort to stop traveling, meetings, shopping (discretionary) than taking place as I write this...

The Indian Aviation Industry – Big Risks Ahead

The Growth Story Legacy Issues Emerging Risks   The Indian Aviation industry traces its history back to 1911 when the first commercial aircraft took off in the country. The industry has since come a long way, growing exponentially to become the third largest domestic civil aviation market in 2018. The industry comprises of a total of 7 scheduled airlines...

Digitization and millennials are redefining the travel industry

Overview of the global travel industry Look into progress and growth factors of the digital travel industry Future outlook of the digital travel space   Despite the ever-increasing and unpredictable nature of the global economic environment, travel & tourism continued to be resilient, contributing approximately 10.4% to Global GDP in 2018 as per data by...

Covid-19 proves to be the final blow to Flybe

Flybe - a brief Reasons for Flybe’s collapse   Europe’s largest regional carrier and an integral part of UK’s aviation industry, Flybe, has gone bust, receiving its last blow from the fast-spreading Covid-19. Flybe, in fact, is the second British airline to go out of business in the past 6 months alone and the fourth in the past 2 years. The airline, serving 57...

Asia the next big arms economy?

Overview of the global military contributors Analysis of the import-export scenario of the global arms market Outlook of Asia Pacific in the future of the arms market   Global military expenditure contribution rose to 2.6 percent of the global gross domestic product to $1,822 billion as of 2018, as per data by Stockholm International Peace Research Institute...

China to lose the title of top gaming market in 2019, a first since 2015

Overview of the global gaming market Slowdown in China, the largest gaming market in the world Road ahead for the gaming market   The global gaming market has undergone a major facelift since the last few decades and growing at a massive pace with revenue estimates expecting to hit $152.1 billion in 2019, up from $137.9 billion in 2018, representing an...

Will the fall in Zinc LME rate be arrested, after drop to over 3 and ½ year low?

Demand-Supply scenario of the metal during the past few years TC/RC rates rise to decade high levels in 2019, indicating better mined availability Expected supply movement in 2020 and impact on price   Zinc prices at the LME have recorded a roller-coaster performance for the past few years wherein the metal started its upward journey in 2016, riding higher...

Lab created diamonds are redefining the jewelry industry

Overview of the global diamond and diamond jewelry industry Growing popularity of lab-grown gems in the diamond industry Road ahead for the lab-created diamonds   Of all the jewels from the jewelry industry a diamond is the most well-known and the most sought-after gemstones. The global diamond industry has witnessed a period of high volatility over the past...

Dawn of the digital banking – Neobanks

Rise of neobanks A look into neobanks by region and players Road ahead for neobanks   The traditional banking sector, in recent years, has witnessed a new challenge with the rise of a new breed of digital-only, neobanks. They are fully digital financial service providers providing a range of services including banking apps and products such as payment and...

Competition among payment processors forces another merger to create a new payment powerhouse

Overview of the merger between Worldline and Ingenico The new entity post-merger of the two firms Road ahead of the payment industry as competition intensifies   The global payment processors and solution market has grown rapidly over the years, from a total revenue of $1.1 trillion as of 2007 to a total revenue of $1.9 trillion as of 2018, with Asia,...

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...

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...