Blogs

Boeing 737 MAX mishaps and indefinite grounding of aircraft

Importance of 737 MAX for Boeing Impact of Lion Air and Ethiopian air crashes on the company Effect of the global grounding of 737 MAX on airlines Can Airbus benefit from the Boeing crises?   The aviation industry has come a long way in the last 30 years. Jumbo jets have rapidly lost their appeal and have been replaced by the next-gen technological...

The untapped potential of ‘chai’ in India

The emergence of start-ups selling the Indian ‘chai’ India, the tea drinking nation   India, which is a predominantly tea-drinking nation has its own domestic version of the beverage. Tea consumption in India outnumbers coffee consumption, wherein, according to the data from Statista 65.8% of Indians drink tea regularly, while 53.5% drink coffee on a regular...

CRISPR, a revolution in gene editing

Understanding CRISPR and its uses Investing in CRISPR focused biotech stock Risks associated with CRISPR and its future applications   Imagine a world where parents can have bespoke kids by selecting their skin colour, height, hair or prevent them from having hereditary disorders or diseases. Farmers can modify crops to make them more nutritious or alter...

Lyft’s IPO, analysis and implications

Lyft IPO marking the formalisation of the shared economy Profitability is not a mandatory criterion for a successful IPO Lyft to benefit in the US market with a strong revenue visibility   At a driver centre in Los Angeles, Lyft’s co-founder John Zimmer and Logan Green rang the ‘Nasdaq opening bell’ in the early hours of Friday (29th Mar. 2019) and marked an...

German economy, will the slide continue?

Weakening global industrial demand weighs on Germany’s manufacturing sector Inflation and business climate take a hit with broader signs continuing to be subdued Future growth prospects skewed heavily towards external demand   Germany, which is the largest economy in Europe is facing a fresh round of downward spiral if one looks at the major economic...

Evaluating the performance of Apple products and its decision to enter the video streaming business

Tim Cook’s announcement to launch new services Performance of Apple at a glance The current and the future outlook of global video streaming business   On March 25, 2019, Tim Cook took the audience by surprise once again at the highly anticipated event at Steve Jobs theatre by announcing the series of new plans hatched by the company. He began the speech by...

What’s in store for India’s first commercial REIT as it hit the market with Blackstone teaming up with Embassy Group

Overview of the partnership and assets of Embassy Office Parks Comparison of the Indian commercial office market space with other developed markets Road ahead for India’s REITs market   The much-awaited Real Estate Investment Trust (REIT) for India’s maiden commercial REIT is set to make its official debut. Embassy Office Parks, a joint venture of Embassy...

Gold-silver ratio hovers near multi-decade high! What’s next?

Gold-silver ratio moves out of the historical band during the last few years Last five years average on the ratio stood ~74 against a reading of ~60-65 during the last 2 to 3 decades Economic development globally supports moderate bullishness for the yellow metal along with the ratio in the near-term   Gold and silver are two of the largest tracked, traded...

Malaysian rubber glove industry, an update

Rising global demand for gloves Impact of USP 800’s implementation and the US-China trade war on Malaysia’s rubber gloves industry Key challenges for the Malaysian rubber gloves companies Future outlook   The global demand for gloves maintained an ~8% CAGR in the last decade and as per the initial estimates from the MARGMA (Malaysian Rubber Glove...

Jet Airways, can the airline weather the storm?

India’s growing, but brutal aviation industry Impact of Jet’s failure on several stakeholders? A brief timeline of the crisis Revival plan, a succinct account on bank-led Provisional Resolution Plan Can the company reinvent its operational model?   ‘Notoriously difficult’ is how India’s airline industry is often described. The cut-throat...

Germany’s automotive industry, uncertain times ahead

Automotive industry, critical to the German economy Impact of the change in emission test policy mandated by the EU Commission Effects of decline in Chinese exports owing to the trade war Possible impact due to the no-deal Brexit and the imposition of the US tariffs on EU cars Switch in customer preferences and struggle in the home market   ...

US natural gas exports… boom…boom...boom!

Natural gas production continues to rise backed by the shale revolution Government’s policy relaxation on exports support the industry LNG exports are expected to more than double in the next two years   The US natural gas industry continues to create fresh records in production backed by persistent technological advancements, which is led by the shale...

Etihad Airways, what went wrong?

Why is Jet Airways sustenance crucial for Etihad Airways? What went wrong with Etihad’s strategy? Etihad’s restructuring plan   Jet Airways, a full-service carrier accounting for 14% of the market share in India, is yet another airline in the eye of the storm for its financial woes. While the collapse of Jet Airways will benefit other airlines in India, it...

Stablecoins, are these a solution for volatile cryptocurrencies?

The need for a solution for volatile cryptocurrencies What are stablecoin and its categories Stablecoins applications and limitations Long way ahead for stablecoins   In our previous blog related to Blockchain, an emerging concept, a disruptive technology , Televisory discussed on the blockchain’s revolutionary technology, which has the potential to...

Humans to be replaced by machines, will Universal Basic Income provide relief?

Need for Universal Basic Income Funding, pros and cons Current scenario and the future outlook   ‘A  basic income  is a periodic cash payment unconditionally delivered to all on an individual basis, without means test or work requirement’- Basic Income Earth Network (BEIN). In simple terms, Universal Basic Income (UBI) or Basic Income is a...

Is the Indian healthcare industry set for a transition?

Status of public healthcare spending in India Impact of PMJAY on the industry Status of health coverage and insurance industry   Government healthcare spending pattern in India The government expenditure on healthcare has remained constant, but low in India. The general government health expenditure has remained between 0.9-1% of the GDP in the 2011-15...

Tobacco industry’s outlook, is it set for disruption?

Global tobacco industry Current dynamics Rise of the electronic cigarette (vaping) industry   The global smoking tobacco industry primarily constitutes players that manufacture and sell cigarettes, smoking tobacco, smokeless tobacco, cigars and cigarillos. The industry has a large global presence due to a widespread demand for its products and is considered as a...

Entrance of ULCCs in Canada, can they survive and thrive?

Why Canada is one of the most expensive nations for air travel? Canada’s airline industry’s duopoly, Air Canada and WestJet commands c. 85% of the market Introduction of ULCC’s into Canada   Canada is said to be one of the most expensive countries for air travel in the world. It is estimated that every year approx. five million Canadians cross the border...

Lead, will the bearish momentum continue in 2019?

Lead prices generate a negative return in 2018, weakening economic developments and trade tensions to blame? Headline demand-supply numbers provide support though mined supply anticipated to increase Macro-economic cues and demand from automobile to drive prices in future Lead, the silver-greyish metal registered negative returns in the year 2018 along with other major...

Growth of unmanned retail stores in China

The concept of unmanned retail stores Companies venturing into the unmanned retail business in China Technology used in unmanned retail stores   As the world is moving towards a greater degree of automation, one of the latest trends that are picking up is the set-up of unmanned retail stores. Few pioneers for this trend are surprisingly the e-commerce companies....

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...

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...

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...

Failure of Amazon in China, an analysis

E-commerce market in China Online consumer product retailers in China Performance of Amazon in China   Amazon is a global e-commerce player selling a wide...

Can lithium-ion anode demand for needle coke reduce availability for electrode players?

What is needle coke? Uses of needle coke Lithium-ion battery manufacturers demand needle coke   Needle coke? Needle coke is a specialised form of petroleum coke...

Carbon black industry, strong potential for supernormal profitability?

What is carbon black? Its uses Impact of the environmental curbs in China   What is carbon black? Carbon black is a fine carbon powder and it is a disorderly...

Is the radio broadcasting industry in the U.S. dying? An analysis

Radio, the most powerful medium of reach in the U.S. Why the industry is moving at a slow pace? Radio’s health is still sound, will it continue in the long-term?   ...

Housing finance market in India. Is affordable housing driving the growth?

Overview of the housing finance sector in India Key players dominating the segment and their dynamics Factors driving aggressive demand for housing   The housing...

Indian wood panel industry, growth drivers and present trends

Current market scenario in the Indian plywood industry Growth in the housing sector and rapid urbanisation to provide the boost GST rationalization to reduce price difference...

Sri Lankan economic and political crisis

Sri Lanka’s latest political crisis, who governs the nation? Poor economic indicators adding to the nation’s woes   Sri Lanka is currently embroiled in a political crisis,...

Rice industry outlook 2018

Major rice producers and consumers Global rice trade Factors dominating the trade   Rice is the 3 rd largest produced agricultural commodity in the world, after...

Blockchain, an emerging concept, a disruptive technology (Part 1)

What is blockchain? How is blockchain revolutionary? Cryptocurrency, the new money ICOs, the new way of raising money Summary Blockchain is a software architecture...

Rise of Ant Financial, will the success story continue?

What is Ant Financial? Journey to become king of unicorn Will regulatory curbs hinder its success journey?    Ant Financial, an affiliate and integral part...

Malaysian rubber glove industry, an update

Rising global demand for gloves Impact of USP 800’s implementation and the US-China trade war on Malaysia’s rubber gloves industry Key challenges for the Malaysian rubber...

Battle for the textile and apparel industry in Southeast Asia

The reasons for China’s decreasing presence in the industry Initiatives by the governments in Southeast Asia to boost the textile trade Vietnam and Bangladesh’s quest to conquer...

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...

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...

Education industry in India, an overview

Growth of private universities in the nation Future potential of the education industry in India   The education sector in India is estimated to be worth USD 91.7 billion...