Blogs

US continues to set new records in the energy space, will the trend last in 2019?

Crude, natural gas price and production trend in the US Movement in oil and gas rig counts in the last few years Changes in the drilling sector and the impact on production   Crude oil and natural gas prices across the major commodity markets and especially in the US were highly mercurial in the last few quarters. While crude prices took a major hit in the second...

Can zing be back for Zinc?

Zinc demand-supply trends and its impact on LME prices Movement in inventory and other variables for the commodity Macroeconomic scenario and outlook   Zinc, the bluish-white metal, which finds its use in various alloys, chemicals and galvanization among others has not been in the best of phase in the last few quarters. The metal which was the top performer in the...

Solar energy outstrips other renewable energy sources despite its fair share of ups and downs in recent years

Overview of the overall renewable energy market Analysis of increasing investment and capacity addition for solar energy Road ahead for the renewable energy   The global renewable energy market is currently valued at $1,469 billion (as of 2017) and is projected to reach $2,153 billion by 2025, registering a CAGR of 4.9% from 2017 to 2025. The main reasons for the...

Indian movie theatre industry

Overview of the Indian movie theatre industry PVR and INOX’s operational and financial comparison Way forward for the industry   The movie theatre industry in India has undergone a significant transformation, right from small rolling-image boxes on street to mobile-theatres in villages and towns to a single-screen and finally ruling multiplexes across the...

While Tesla waits for China, local EV start-ups mushroom

Chinese government’s drive for EVs, in line with the ‘Made in China 2025’ vision Impact of the change in government policies on local and foreign players Rise of several start-ups, while Tesla plans it moves to China as per the preliminary agreement   Future challenges   In Televisory’s earlier blog ( Electric vehicles revolution, China leads the global...

Can the Swiss watchmakers survive the smartwatch revolution?

Overview of the Swiss watch and smartwatch market Analysis of the growing popularity of smartwatches against Swiss watches   The excellent craftsmanship of Swiss watch is intangible and make ‘Swiss-made’ watches one of the most valuable watch brands in the world. But the venerable Swiss watchmakers may have a smartwatch challenge. The popularity of the smartwatches has...

Sugar industry in India, structural changes on the horizon

Indian sugar industry cycles Ethanol production in India   Sugar is one of the major agricultural commodities produced around the world. It is an essential consumer staple and forms a part of the daily dietary intake for consumers around the globe. The overall consumption demand for sugar has a large base and is spread across the world with the average per capita sugar...

Global paper and board packaging industry has a positive outlook

Global packaging industry by packaging material type Emerging trends in the paper and board packaging industry    Global packaging industry The global packaging industry has a significant value addition to the global supply chain and the current industry size is estimated at ~$850 billion (2017). The industry is classified into two major types, which is...

Global plastic packaging industry sees a positive outlook ahead

Global packaging industry by material type Emerging trends in the plastic packaging industry     Global packaging industry by material type The global packaging industry has a significant value addition to the global supply chain and the current industry size is estimated at ~$850 billion (2017). The industry is classified into two major types, which is...

United Technologies Corporation’s new restructuring plan to create a new kind of giant?

Overview of the United Technologies Corporation’s spin-off Dominance of the United Technologies in the aircraft supplies space with the new acquisition Road ahead for the aerospace industry   United Technologies Corporation (UTC), the global leader in providing high-technology products and services to the aerospace and commercial building industries worldwide is...

Disruption in the candy market

Global confectionery market Changes in the market dynamics of the candy industry The future of candies   ‘Candy’ is an all-time favourite among most throughout the world, especially during the festive season consumers indulge in their craving for candies as an additional dessert delight. The global candy is also called confectionery, its market has three major...

US government pulls out of the global postal policy

What is the UPU ( Universal Postal Union )? Why did the US pull out of the UPU? Impact on the Chinese retailers, currently the major beneficiary of the UPU   President Donald Trump recently attempted to reduce the US-China trade deficit by exiting the multi-lateral agreements (similar to exits from the Paris Climate Agreement and Trans-Pacific Partnerships) that...

US commercial space launch industry at a tipping point with the rising of small rocket players

The commercial space launch industry witnessing a transition towards Low Earth Orbit (LEO) satellite launches Emergence of numerous small rocket start-ups Increased consumer affordability for space launches   In the past decade, the global commercial space launch industry witnessed a boom in both the interest and the development, mainly from the communication...

Impact of the legalisation of cannabis on the consumer goods sector in the US

Cannabis is perceived to be the healthiest intoxicating compound in the world Consumer preference is shifting from smoking to drinking/eating cannabis Cannabis or marijuana as it is generally known is a psychoactive drug used for medical or recreational purposes in different parts of the world. In our earlier blog ( Legalisation of cannabis in North America and its effects ),...

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 in the autonomous driving sphere   The global automobile industry is undergoing a rapid transformation and with the rise of new technology and innovation, the economics of the business...

Used car market in India, online start-ups organising the sector

Per capita car ownership is low as compared to other developed nations and the global average Used cars were not a preferred means of ownership due to lack of trust among buyers and sellers Online start-ups brought back the trust factor through transparency Makeover for used cars in India, no longer a social taboo   Owning a car has evolved from being a...

Can PepsiCo turnaround the performance of its North American beverage segment?

What led to the consistent decline of PepsiCo’s trademark drinks in the last few years? Can the recent improvement in top-line numbers for PepsiCo’s beverage segment be maintained in the long-term?   PepsiCo is the world’s second-largest food and beverage company. Its top line, as well as profitability, has been consistently growing over the last few quarters. The...

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 and constitute segments like television, online gaming, animation and VFX, Out of Home (OOH), music, digital advertising, films, print and radio. It is a sunrise sector of the Indian economy as each of...

SAP’s acquisition of Qualtrics, a costly affair or a strategic move?

History and evolution of SAP and ERP. Will experience measurement add value to SAP ERP?   On November 12, 2018 ERP software giant SAP announced an $8 billion acquisition of Qualtrics, an experience management company that tracks and collects feedback and data across vital areas of  businesses from customers, employees, products and brand and helps clients take...

Analysing the price behaviour of the volatile cryptocurrency market

A brief introduction on the types of cryptocurrencies Reasons for the spike in 2017 and the slump in 2018 Is cryptocurrency a bubble?   On November 15, 2018, the market capitalisation for cryptocurrencies stood at $184.51 billion, which was 351% lower than its peak on January 7, 2018 ($831.39 billion). 2017 was the year of boom for cryptocurrencies, with a mammoth...

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...