Blogs

Luckin: Downfall of the coffee king

  Once seen as a main competitor to Starbucks in China, now trapped in fraud allegations NASDAQ issues delisting notice     Luckin Coffee was once considered a strong and direct competitor to Starbucks backed by its rapid growth in its home country China, challenging Starbucks long held dominant position to become China’s favourite coffee chain. Founded...

“Iron Ore prices: Unlocked-Down” A study of iron ore price sustenance amidst Corona led global slowdown

What provided buoyancy to iron ore prices amid Covid 19 concerns? How are iron ore prices expected to behave for the rest of 2020? With the global outbreak of Covid 19 in early March, the world has come to a halt. All economic and non-economic activities (excluding essentials) were shut across the globe and the entire world population was advised to stay inside their homes to contain the...

Measuring the Impact of Covid-19 on the US Economy

  How does consumption demand affect GDP and personal income in the US? Which industries are affected most from the underlying shift in demand due to Coronavirus pandemic?      United States Bureau of Economic Analysis (BEA) reported first quarter Q1-2020 GDP decline of 4.8% on an annualized basis. It is one of the biggest falls in GDP numbers and the...

Covid-19’s impact on international tourism

  Covid-19 cripples the global tourism industry The road ahead   With around 90% of the world living in countries with travel restrictions, the Covid-19 pandemic has literally brought travel to a standstill. While it is fairly known that the pandemic has bruised many-a-industries, it has etched a scathing impact on global tourism, which in fact accounts for 10% of...

Overview of Indian IT and IT enabled Service Industry and Impact of Covid-19

  Overview of the IT and IT enabled Service Industry India: the leader in IT Outsourcing How protectionism due to Covid-19 is affecting the market size   The Information Technology and enabled services has been one of the key driving forces fuelling the world’s economic growth. The IT sector includes IT services, Business Process Management, Software products...

Insurance Industry in India – The Way Forward

  Industry Overview Impact of the COVID 19 Pandemic Long Term Implications   The insurance industry in India has seen a strong growth cycle post the year 2000 and reaping the benefits of the tailwind of strong economic growth environment in the country. The industry has seen a large expansion in the total number of policies in both, the life and general insurance...

Facebook-Jio deal: A big bet on India’s digital landscape

  Facebook is investing US$ 5.7 billion in Jio A big bet on India’s growing digital ecosystem   On 21 st April, Facebook, Inc. announced an investment of US$ 5.7 billion (INR 43,574 Crore) in Reliance’s Jio Platform for a 9.99% stake in the company, becoming the largest minority shareholder in the digital and technology venture of Reliance Industries Limited. This...

Airbus grapples as its faces massive slump in orders

  Covid-19 causes collapse of travel demand, hitting airlines & aircraft manufacturers Measures undertaken by Airbus to battle the situation   The Coronavirus pandemic has affected almost all industries across the globe, while there are a few which have been weighed down severely. Unfortunately, the Airlines industry falls into the second category. The pandemic...

Covid-19- a fresh blow to Boeing

  Covid-19 crushes demand for air travel & planes Impact on Boeing   As the world battles the spread of the global pandemic, it is virtually impossible to look anywhere and not see how it has impacted our lives, homes, communities or workplaces. The impact of the Covid-19 pandemic is evolving by the very minute. With social distancing being advised by governments...

WTI crude oil crash: Is this start of new normal for oil?

  WTI crude oil (immediate delivery futures) traded into negative territory Reasons driving the price drop What is expected in the near-term?   Since the coronavirus pandemic breakout early this year, financial markets all around the world have seen many rough and unprecedented swings. But what happened on Monday 20 th April 2020 was the wildest move when the...

ZOOM- A remote communication platform that is connecting the virtual world

  Boom of video-conferencing apps amidst Covid-19 Zoom- the leader Controversies surround Zoom, can the app maintain its leading position In today’s times of lockdown, when social distancing has been called for by governments globally, the only mode of communication is via technology- resulting in a significant uptick in the use of video-conferencing apps. There are...

Digital entertainment sector adds some positivity to the otherwise gloomy business environment

  How has the global pandemic led lockdown impacted OTT players? Is this growth sustainable in the digital media industry?   The world is experiencing one of the most unprecedented times in the history of mankind. The Coronavirus which began from Wuhan in China, has locked everyone, across the globe, in their homes, sparing no country/region. This outbreak has...

Venezuela’s woes continue as Covid-19 spreads globally

  The country continues to face an economic, political and human rights crises Venezuela battles on many fronts   In our previous blogs, we discussed the extent of financial & human rights crises that Venezuela has been facing over the last several years: a crisis orchestrated by none other than its own leaders. The country’s economy contracted by ~25.5% in...

The Global Media and Entertainment (M&E) industry outlook 2020

  An overview of the M&E industry Trends shaping the future of Media and Entertainment market   The Global Media and Entertainment industry, one of the largest in terms of revenue and market size, is made up primarily of five distinct sub-segments– including TV, film, video games, publishing and music. As per some estimates, the US M&E industry is said...

Demerger of Consumer Segment from Tata Chemicals: How beneficial is it?

  An overview of how the scheme of demerger would be operational. Impact of the proposed scheme of mergers on both the demerged and the resulting company. Tata Chemicals Limited’s (TCL) proposal to demerge high return bearing Consumer Products division and merge into Tata Consumer Products Limited (TCPL) (formerly Tata Global Beverages), finally got underway on 5th March...

2019: Another tough year for the global airline industry

  2019- a tough year for the airline industry An overview of some of the airlines that shut down operations in 2019 2020- another tough year for the industry due to the Covid-19 pandemic As are most years for the airline industry, 2019 was no less brutal. Ranging from the 737 MAX crashes that impacted several stakeholders besides the aircraft manufacturer to several...

Malaysian Rubber Glove Industry – Impact of COVID-19

  Surge in global gloves demand due to COVID-19 outbreak Major hindrance to fill demand supply gap Will industry face risk of oversupply after COVID-19?     In our earlier blog on “ Malaysian Rubber Gloves Industry ” we had discussed the growth in the healthcare industry backed by an ageing population, change in healthcare reforms, emergence of new...

US Automobile Industry – Dark Clouds Ahead

  Current Situation Coronavirus Impact The US automobile industry stands at the second largest in the world with total annual vehicle sales adding up to ~17.5 Million Units in 2019. The industry has a long history which covers several peaks and troughs. The US automobile industry rose to prominence with the rise of the big 3 automakers (GM, Ford and Chrysler) during the...

Hotel Industry Performance in Hong Kong

  Fastest growing Hotel market in Asia up-till 2018 2019 witnessed a full-blown crisis amidst anti-government protests 2020: the impact of global pandemic Coronavirus Hong Kong’s tourism industry is one of the major pillars of its economy. In 2017, it contributed 4% of the GDP and accounted for 7% of the total employment in the country.  The Hotel industry is a...

Global Economic Downturn brought by Corona Virus What India & Indonesia should do?

By Shiv Dave (shivdave@televisory.com)   Going by the stock market plunges around the world, it seems apparent that the world is in for a major economic crisis not seen since 1987 and perhaps matching 1930s. The worries for similarities are, never before has there been an organized effort to stop traveling, meetings, shopping (discretionary) than taking place as I write this...

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...