Blogs

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,...

China’s virus ails the Indian pharmaceutical industry

An overview: Indian pharmaceutical industry Impact of Coronavirus on the supply of APIs for Indian Pharmaceutical players   India is the largest supplier of generic drugs globally and supplies a variety of vaccines; the country meets over 50% of global demand, 40% of generic demand in the US and 25% of all medicines in the UK. The country has a large pool of...

Strong end to 2019 for the big American banks

Overview of the latest results of the top banks of America Analysis of individual performance of the American banks Road ahead for the American banks   2019 was a tumultuous year for the United States but not for the American banks, which had a blast. After a disappointing performance in 2018, America’s top banks – JPMorgan Chase, Citigroup, Morgan Stanley...

Indian Telcos 5G field trial

Need of 5G in India India gearing up for 5G Huawei to participate in 5G trials   India is a large force within the international mobile business segment, with around 560 million distinctive subscribers at year end 2019– a figure which will grow considerably over the coming years to...

Global pork output declines amid the African swine fever in China

Overview of the global meat industry Impact of the African Swine Fever on China’s pork and meat industry in general Road ahead for the meat industry   The African swine fever (ASF), a virus that kills almost every pig it infects, was the biggest story in 2019 that impacted the global meat industry. The epidemic is sweeping through Asia, wiping out more than...

China Tourism – Set for grand new year celebration

Overview of China tourism market Journey of becoming top spender in international tourism China is set to lead in tourism market   China, the world’s most populous country and second largest economy, is expected to gear up global travel boom for the upcoming years despite broader weak macro economic prospects worldwide. China tourism industry has been...

Copper price fell throughout 2019, however, looks promising in 2020

Copper price continuously fell in 2019 despite supply disruptions and marginal deficit in the market Drivers for copper price in 2019 and performance expectation in 2020?   The red metal (as copper is generally addressed) managed to end the year 2019 in green contrary to its performance during the year. Doctor copper began the year at $6,075/tonne, dipped to as...

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...

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...

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...

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...