Blogs

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...

DuckDuckGo upholding user privacy on the internet

DuckDuckGo offering services which protect user privacy Achieved profitability in the last five years, despite non-tracking user data Privacy is increasingly becoming a concern for individuals and governments worldwide   Data is akin to a gold mine in today’s global environment and data safety has become a major concern for individuals and governments...

Facebook plans to disrupt the crypto market

Facebook announced its own digital currency Libra Roadblock in Facebook’s ambitious plan   After a rough 2018, Facebook hogged the headlines in the mid-June of 2019 and unveiled a plan to launch its new digital currency Libra in 2020. Cryptos are an emerging concept in the financial ecosystem and with rising internet and smartphone users, it already has...

China’s tighter emission standards choke its automobile sector

China rolls out the sixth stage emission standard and its repercussions Country’s car sales rise in June owing to deep discounts offered by its dealers Testing times ahead, sales of domestic manufacturers likely to be slower than JV manufacturers   China’s attempt at combating air pollution has pushed the automotive industry into a deep crisis, this is at a...

‘Stranger Things’ happening to Netflix, quite literally!

Is subscriber growth miss in Q2 2019, a big concern for Netflix investors? Will Netflix be able to revive its investors’ confidence in H2 2019?   July 17, 2019 was rather eventful for Wall Street as well as for Netflix. The world’s largest internet streaming firm shook the market when it released its Q2 2019 results, reporting a decline in its domestic paid...

Airbus A321XLR, a generational turning point in the history of aviation?

Overview of the aircraft market over the years Market response on the launch of new Airbus A321XLR   Throughout the aviation history (especially through the 1960s and the 1970s) aircraft manufacturers followed the notion that bigger-is-better, developing massive aircraft such as the DC-10, Boeing 747 and Lockheed L1011 Tristar for intercontinental travel. These...

Boom in the online pharmacy market in India and the challenges ahead

Indian pharmaceutical market and the importance of retail pharmacies Propelling e-pharmacy model in India   The Indian pharmaceutical market was valued at $36.7 Bn in 2018 and stood as the 3 rd largest market in terms of the volume and 13 th largest in terms of the value. It is estimated to grow $55 Bn by 2020 at a CAGR of +12% from 2015 to 2020, amid rise in...

Is Avianca Holdings in trouble?

What got Colombia’s national carrier into crisis United takes control of Avianca along with the appointment of a new CEO Avianca’s transformation plan   Avianca, Colombia’s national carrier hold a whopping 54% share in the domestic market. It is the second-largest airline operator in South America and has demonstrated impressive growth in flights across the...

Video-on-demand platforms, a much-needed break from daily sagas on Indian television

What drove the instant popularity of OTT platforms in India in recent years? Will online content be able to substitute television as the primary source of entertainment in India?   The last few years have been revolutionary for the Indian Media and Entertainment (M&E) industry as it underwent a structural change, particularly in terms of media consumption,...

FedEx decides against the renewal of FedEx Express contract with Amazon

The FedEx Express contract with Amazon An inside overview of Amazon   June 2019 marked an important event in the world of logistics and e-commerce when two big names decided to part. The logistics giant FedEx decided on the non-renewal of its FedEx Express contract with Amazon. Moreover, apart from FedEx Express, the other contracts of FedEx with Amazon will...

With industrial conglomerate DowDuPont ultimately finalizing its split – is it a further indication for the end of the conglomerate era?

Overview of the slow down and split of conglomerates Details of the split for DowDuPont Future outlook on conglomerates   The business model that a single company can manage diverse businesses well in the form of a conglomerate seems to have taken a back seat for some of history’s most successful industrial conglomerate giants. It was back in the 1980s and...

Wave of consolidation in BI and analytics space

BI and analytics market worldwide A wave of consolidation in the BI and analytics space Factors driving the consolidation   Business intelligence and analytics are a combination of two segments; business analytics (BA) and business intelligence (BI). While business analytics uses past data through statistical analysis, data mining and quantitative analysis...

Should eggs be from hens? The market for man-made eggs

Egg production and consumption in the world Artificial egg production techniques Companies producing artificial eggs   Eggs form an important part of the human diet all across the world. China is a leading producer and consumer of eggs in the world with 529 billion eggs produced per annum, this is followed by the United States with ~107 billion eggs....

Rivian, the Tesla of trucks?

Overview of the growing electric vehicle market Emergence of Rivian Future outlook for Rivian and electric vehicles   The global sales of passenger electric vehicle (EV) including both all-electric (BEV) and plug-in hybrids (PHEV) reached 2.1 million in 2018 and registered 64% higher sales than the previous year. According to the BNEF’s report, the outlook...

Russia’s biggest oil pipeline halted for several days, an act of carelessness or a deliberate disruption?

Who is responsible for the halt of Russia’s biggest oil pipeline? Who will bear the losses incurred from this huge debacle?   Druzhba, a Russian word for ‘friendship’ became infamous lately when Belarus raised a red flag on the oil coming through Druzhba pipeline, which was contaminated with high levels of organic chloride. In effect, the oil supply to all allied...

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,...

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...

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...

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...

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...

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...