Blogs

Delta Airlines to get stronger foothold in South America with LATAM deal – continues to broaden its global network

Overview of the deal between Delta and LATAM Stronger foothold for Delta in South America with the new partnership Future outlook for Delta post the deal   Delta Air Lines, one of the major players in the US airline industry, recently announced that it is buying a 20% stake in LATAM Airlines Group for $1.9 billion. The investment has created a new alliance...

Changing trends in Smartphone industry in 2019; iPhone losing market share

Overview of the global smartphone industry in the past and present Changes in market share of smartphone companies in 2019 The decline in sales volume of iPhone in 2019   The smartphone, as a technological device, was introduced to the market about a decade ago. This device was a revolutionary transformation from the simple mobile handsets used by people....

US to enact WTO approved tariffs in Boeing vs Airbus dispute

History of a long-drawn battle between two biggest aircraft manufacturers: Boeing and Airbus. US claims victory in Boeing vs Airbus feud.   On October 14 th , 2019, World Trade Organization (WTO) formally authorized the US to impose tariffs on the EU and other European countries worth about USD 7.5 billion of exports annually. The new tariffs came into effect...

Booming Indonesian e-commerce market

Indonesia Digital Landscape Rapid growth of e-commerce in the country Factors contributing rising digital economy   Indonesia, despite having faced economic turmoil of 1997 Asian financial crisis, has emerged as one of Southeast Asia’s leading success story. This archipelago nation is being named as one of the fastest growing economies today. Electrical...

Vietnam - Future factory of the World

Vietnam’s manufacturing space Factors contributing to growth in manufacturing Vietnam is benefiting the most from the US-China trade war   Vietnam, a small South-East Asian country located on the Indochinese peninsula, has been attracting leading manufacturing companies in recent years. During the last couple of years, the country has turned into a...

Global shrimp industry – the Indian dynamics

Global demand and supply Indian industry dynamics Industry outlook   The global fisheries and aquaculture industry are a major part of the global food industry with a total global production volume of 171 Million tonnes and an industry value estimated at USD 362 billion.  The industry constitutes two production types, i.e., capture fisheries and...

Hollywood’s biggest talent agency Endeavor Holding Group drops IPO (another one), amid market instability

Overview of Endeavor and its financial health A turbulent year for majority of the unicorns going for IPO Why it might still had been a good idea for the company to shelve its IPO?   Endeavor Holding Group, one of the biggest entertainment, sports and content company cancelled its plan for its Initial Public Offering (IPO) just a day before it was set to...

Mergers and acquisition activity in 2019 has hit several lows, however, mega-deals remain high

What drove the decline in global M&A activity in YTD 2019? Why did some dealmakers make big bets in a slow economic environment this year?   After an aggressive performance in 2018, the global merger and acquisition (M&A) activity had been docile in 2019 from the start of year itself. In the first 9 months of 2019, there have been 25,754 number of deals...

Consequences of recession on the real estate market of Turkey

The economic recession of Turkey in 2018 The slump in the real estate market of Turkey Property purchases by foreigners in Turkey during recession   In the year 2018, Turkey plunged into recession that saw a decline for 3 consecutive quarters. While economists have different opinions on the causes of recession, some of the widely accepted causes are the...

Volatility in Iron ore prices in 2019

What drove the rally in iron ore prices during H1 2019? Have the 3 iron ore majors lost control over its prices in 2019?   The iron ore industry is, generally, characterized by voluntary oversupply created by the top 3 players – Vale, BHP and Rio Tinto, which in turn drive the global iron ore prices. These iron ore majors have always kept the production and...

Will the entry of the highly anticipated Disney+ change the dynamics of the video streaming industry?

Overview of the global video streaming industry Entry of Disney+ and comparison with other similar platforms Future outlook of the video streaming industry   Media consumption globally in recent years has undergone a revolution wherein it is being increasingly consumed through the digital format. This transition has pushed the global video streaming industry...

Analysis of the acquisition of Yatra by Ebix

The online travel booking market of India Benchmarking Yatra against the largest peer The ambitious entry of Ebix in Indian market   In one of our previous Blogs on eBay investing in Paytm Mall, we discussed how the lucrative e-commerce market of India is attracting foreign investors. This Blog covers another acquisition in the e-commerce space of India in...

State of semiconductor industry

Overview of the semiconductor industry Current and future growth prospects of the semiconductor industry   Semiconductors, often referred to as integrated circuits (ICs) or microchips are basic building blocks that are used to create an increasing variety of electronic devices. During the past 50 years, developments in semiconductor technology have made...

WeWork IPO: The downfall of the Unicorn

Tech Unicorns facing the public market brunt the business model of High growth and high losses being relooked upon by investors WeWork postponed IPO following the lack of investor interest The Valuation slumped to nearly one-fifth in a span of nine months   Post a slew of Tech Unicorn IPO failures in the current year, including SoftBank backed Uber...

Katerra – the future of end-to-end service in the construction industry?

Overview of the global construction industry Emergence of Katerra, both as a company and a brand Future outlook of the construction industry   The global construction industry has been one of the last few industries where there has been no radical change in the way things operate over the past few decades. This industry, in general, is not the most active...

Nissan continues to be weighed by Ghosn woes, weak sales

Nissan suffering from weak sales Nissan marred by financial misconduct allegations   At a time when the global auto-market is reeling with demand slump as well as disruption from new technology, Nissan, in particular, going through a rather tumultuous time. The automaker recently announced cutting down close to 12,500 jobs globally, or about a tenth of its...

Saudi Aramco to buy stake in Reliance: A win-win deal for both

Reliance Industries announces 20% stake sale in its OTC business Deal will help to pare RIL’s debt burden A win-win deal for perfect synergy   Reliance Industries (RIL) has announced India’s largest foreign direct investment and a game changer deal with Saudi Aramco at its AGM in August 2019. The world’s largest oil producer, Aramco, will acquire a 20% stake...

The rapid surge of the meatless food industry – and it seems to be just the start

Overview of the global meat substitute industry A look into the growing number of players in the meatless industry Future outlook of the meatless industry   The meatless food industry, also known as the meat substitutes industry, (featuring seafood substitutes, lab-grown meat and insect proteins), though not an entirely new concept, has gained much traction...

UK’s Automotive Industry feeling the heat of Brexit

Background of the UK automotive industry Deep integration between the UK & EU automotive industry Implications of Brexit on the UK automotive industry   The UK is due to leave the EU on 31st October 2019 which would essentially alter its relationship with the bloc on security, trade and migration while ending its EU membership of nearly 5 decades....

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...

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...