Blogs

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...

Wow Air’s bankruptcy, a blow to Iceland’s economy?

Wow Air’s bankruptcy, possible repercussion and government’s response Importance of tourism for Iceland   Iceland is more susceptible to busts and booms with a mere population of 350,000. Tourism is the largest export sector for the country and it accounted for more than 10% of the GDP in 2017, it also accounted for c. 42% of the export revenue, which was...

Brewing crisis in Non-Banking Finance Corporations

NBFC sector facing tightening of liquidity Mutual funds reducing exposure to NBFCs IL&FS and DHFL default signals a bigger crisis in the making   In the past year, the Indian corporate world has been marred with huge banking and liquidity crisis, while issues regarding fraud and bankruptcies added to the wounds. The fallout of the same has been...

Survival crisis for small online retailers (e-tailers) in India as big players seize the market

Growth of the Indian online retail industry Big e-tailers vs small ones The future of e-tailers   Indian retail industry has surfaced as one of the fastest growing and enterprising industries, with a total expenditure on consumption expected to reach $3600 billion by 2020 ($1824 billion in 2017). E-commerce is disrupting the retail market and is expected to...

Iconic Hamleys is now a Reliance baby. What is the Indian giant’s plan for its retail business on global turf?

History of Hamleys RIL’s acquisition of Hamleys is a part of the strategic plan to connect another dot on the retail network What is the RIL plan for its retail business?   Reliance Industries Ltd (RIL), through its subsidiary Reliance Brands, acquired the 259 years old British toy store chain Hamleys last month for 67.96 million pounds (~Rs 620 crore)....

Patanjali’s acquisition of Ruchi Soya, will it aid to its ambition?

Records impressive growth in the sector dominated by large MNC players Growth stagnated in the last few years on the back of macroeconomic factors Stiff competition from incumbent players, which have come out with natural offerings   Established in 2006, yoga guru ‘Baba Ramdev’ promoted Patanjali Ayurveda Ltd. ([‘PAL’], [a flagship company of the Patanjali...

Luckin is challenging Starbucks in China, its second largest market

Overview of China’s coffee market Comparison in terms of numbers for Starbucks and Luckin Future outlook for Luckin   China’s coffee market has been undergoing significant changes and growth in recent years and as per a report by Frost & Sullivan, the retail sales for the market grew from RMB 15.6 billion to RMB 56.9 billion between 2013-18, it is...

Enhancing operational efficiency through warehouse automation, the present and the future

Benefits of warehouse automation Present scope of warehouse automation The big names using robotics and automation in warehouses   A warehouse is an integral part of the supply chain that acts as an intermediary between the manufacturing and end consumers. The demand from end consumers is seasonal for most of the products with demand peaking during the...

iQIYI, Netflix of China is striving for streaming supremacy

Rapid growth of online video streaming globally B.A.T. hold a major share of the online streaming market in China Where iQIYI stands as compared to Netflix? Will iQIYI gain a supreme position in the online streaming industry in China?   Online video streaming has grown significantly in recent years. It transmits visual content in a compressed manner...

Mounting student loans in the US, causes and consequences

Rising student loan debt in the United States after the recession Impact of student loans on the US economy   The student loans in the United States have witnessed continuous growth since the Great Recession of 2008. The total value of student loans stood at ~USD 1.5 trillion by the end of 2018, which is spread out among approx. 45 million borrowers. This mark a...

Booming auto sales slowed by a speed breaker

An account on China’s car market Reasons for the slowing of auto sales   China overtook the US in 2009 to become the world’s largest car market, this was backed by generous government incentives and rising income levels, the former boasted of a fleet of 240 Mn cars at the end of 2018. While the US had about 910 cars per 1000 people, in terms of market...

China’s insatiable appetite for luxury goods

Overview of the global luxury market Rapid increase in Chinese consumers’ luxury purchases Future outlook on the luxury market in China   The global luxury market as a whole has been growing consistently in the past few years and 2018 was also a positive year for this market, where it grew by a steady 5% to an estimated €1.2 trillion with a greater diversity...

Will Amazon’s entry in the digital ad space dismantles the dominance of Google and Facebook?

Current scenario of the global digital advertisement space Growing market share and the future potential for Amazon   The global ad spending trend is transforming rapidly with the digital ad space gaining prominence over the traditional TV ad space. One of the main factors, which has been instrumental in this transformation is the rapid rise of mobiles....

Uber’s IPO, is the timing right?

Uber facing mounting losses and disgruntled drivers Suffering from bad IPO timing, which costed billions Unable to achieve operating leverage due to subsidies to drivers and users Nil visibility on the profitability front Uber striving to become the Amazon of transportation   2019 is the year for tech unicorns, with a host of tech companies (Lyft,...

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...