Entries tagged with “market”

Articles

100 articles found for market:

• Price Corrections in Global Caustic Soda Market

  The global caustic soda market observed substantial price corrections in 2023 following the elevated energy costs in 2022. APAC, commanding 55–65% of chlor-alkali capacity, saw a 19% drop, led by China. In contrast, North American suppliers were resilient to declines, maintaining a strong market stance. After Russia-Ukraine challenges, Europe faced surging prices and reduced utilization rates. Nevertheless, the caustic soda market shows promise, driven by stable demand in traditional applications and emerging Li-ion battery opportunities. The outlook foresees price recovery in APAC and Europe, with North American suppliers expected to concede to lower prices for better plant utilization.

• Global Market Opportunity for Bio-Based Resins

  Bio-based resin is being increasingly adopted across industries as the need for sustainability has risen. Bio-based resins, made from partially or wholly plant-derived monomers, offer a sustainable and carbon-positive approach for consumers and manufacturers shifting to a bioeconomy model from highly-priced and depleting fossil fuel ingredients. Government regulations have also boosted their application. Successful commercialization is leading to the growth of bio-based resin throughout the world.

• Redefining Comfort: Exploring the Evolving Trends in the Mattress Market

  As technology and consumer preferences evolve, the mattress market is undergoing a transformation that extends beyond traditional notions of comfort. From personalized sleep solutions to sustainable materials, this article delves into the dynamic landscape of mattress trends. These changes, driven by evolving customer needs or the adoption of different business models such as direct-to-consumer, highlight a shift toward customized and eco-conscious sleeping experiences. Here, we uncover how brands redefine comfort to align with modern lifestyles and desires and aim to build relations with customers.

• Exploring the Factors Behind Volatility in the Silicon Market

  The high volatility of silicon metal prices impacted multiple end-use industries over 2021–22. Prices spiked multi-fold in 2021 compared with 2020, but declined by 60–70% in 4Q22, primarily driven by supply-demand dynamics and varying cost of production. 

• Overcoming Limited Global Starch Supplies through Effective Contracting Strategy

  The price cushioning initiative by leading starch producers, coupled with market and climate conditions driven feedstock supplies constraints, would lead to a decline in starch supplies in the next 1-2 years. Amid such supply market situations, it becomes necessary for industrial starch buyers to better utilize global and regional starch suppliers to build resilience in their starch supply chain.

• Business Innovations – Winning Strategies

  Today, the new brands entering the market are not only designing innovative products but also devising enticing ways to market them. Business innovation involves implementing new ideas and thoughts to help a company achieve its objectives and boost its bottom line. A series of new startups has adopted this concept and are making their mark in the industry.

• The Rise of High-Pressure Processing

  High pressure processing (HPP) technology is witnessing rapid growth in the food and beverage industry. Consumer demand for fresh, minimally processed foods with longer shelf life; the need for safer and healthier food products; and the rise of HPP-processed functional foods are driving the HPP market.

• Veterinary Medicine – An Emerging Segment

  The global veterinary market is benefitting from the growing trend of pet adoption and is witnessing increased demand. Some interesting trends are changing this industry and key players in this space must be aware of these factors. These trends will change the face of veterinary medicine and bring about advancement in animal healthcare.

• The Future of Internal Combustion Engine

  In 2021, the worldwide internal combustion engine (ICE) market was approximately worth USD 58,514.15 billion and is predicted to reach USD 93,615.18 billion by 2029, growing at a CAGR of 6.05% between 2022 and 2029 showing tremendous growth. It is likely to expand further as demand for passenger and commercial vehicles rise in both established and emerging markets. Electric powertrains are increasingly coupled with ICE to enhance vehicle fuel efficiency, which is driving industry development. The demand for ICE is growing exponentially in industries such as agriculture, construction, mining, and power generation. The global lack of EV infrastructure availability is partly responsible for the ICE market's growth.

• Would Metaverse Play a Pivotal Role in Industrial Production?

  The metaverse is slowly gaining recognition and acceptance. By 2030, the metaverse market is projected to reach approximately USD824.53 billion, and most industries, including traditional ones such as manufacturing and production, would have digital twins in virtual reality. However, it would be a while before the concept gains acceptance in industrial production on a large scale.

• Industrial Bio-Oils Take Center Stage in Sustainable Shift from Synthetic Oils

  Organizational time-bound sustainability targets and attempt to build resilience by finding ways to minimize the impact of market/price volatility have been pushing companies to realign their business practices. It is time for chemicals, paints & coatings, CPG, and packaging companies to revisit their raw material sourcing spectrum by considering sustainable alternates - Industrial bio-oils! Global companies across industries have been actively transitioning from synthetic oils to bio-oils considering their performance is superior or comparable at the minimum. In lieu of the growing demand, the supply is poised to grow robustly with rising investments from prominent suppliers. Therefore, to drive sustainability across the sourcing value chain, it is imperative for procurement heads to leverage the expanding supply and gain a competitive position in the market.

• Gearing up for the Next Wave of AI in Pharmaceutical Industry – From Cost-based to Value-based models

  Artificial intelligence (AI) is reshaping business operations in the health industry. Amid the ever-evolving AI infrastructure, growth in tech-savvy patients and availability of big data, the industry is set to make a transition from using AI for controlling costs to utilizing it for improving patient care. The AI in healthcare market is estimated to reach $6.6Bn in 2021 from $600Mn in 2014, recording a CAGR of 40%; in the five years subsequent to 2021, the market is estimated to grow by more than 10 times.1 In this article, we provide insights on the applications of AI in patient-centric models for improving patient care, from diagnosis to post-treatment care.

• Disinflation – The How and Why of it

  In economics, fluctuations in inflation rates can significantly influence the financial landscape of businesses. While inflation tends to erode purchasing power, disinflation – a slowdown in the rate of price increases – presents a different set of challenges, particularly for companies seeking financing. As disinflation alters market dynamics, it can have positive and negative repercussions for businesses. Understanding these implications is crucial for navigating the intricacies of corporate finance and strategizing for sustainable growth.

• Navigating the Global Expansion Challenge: Insights for Startups

  Transitioning from a domestic company to a global business is a notable milestone for startups, unlocking new customer bases and expansive growth opportunities. However, venturing into international markets can be a complex and uncertain journey. As the investment landscape evolves and global competition intensifies, startups must exercise caution and undertake strategic planning in their pursuit of international expansion. They must be aware of market considerations, common pitfalls, and essential strategies for success.

• Metaverse Powered Supply Chain of Future

  Companies are gearing up to integrate metaverse into their processes and systems. Supply chain management, one of the most important functions of an organization, would also see its effects. The metaverse would enable companies to predict market changes and identify supply chain-related risks before they occur. This would help in making smarter, better decisions and have a positive impact on profitability and sustainability.

• Flavor Modulation in Food and Beverage

  Modern consumers prioritize food ingredients they trust and recognize with the aim of lowering sugar, salt, and fat content. Globally, there is growing demand for taste modulation solutions, driven by the expanding culinary and packaged food sectors. New businesses are increasingly leveraging diverse and cutting-edge technologies to meet this demand. The entrants aim to assist clients in developing comprehensive natural product concepts by incorporating flavorings, coloring, and sweetness balance to fulfill consumer expectations. Furthermore, market dynamics are influenced by various regulations, government investments, and R&D advancements in flavor modulation.

• The Fresh Bakeries Trend: Meeting Consumer Demand through Quality and Differentiation

  The bakery industry has witnessed a remarkable shift in consumer behavior, leading to the rise of fresh bakeries as a thriving trend. Today's consumers are increasingly seeking fresh, high-quality bakery products offering unique and memorable experiences. With a focus on quality, differentiation, and being updated on customer demand, fresh bakeries have carved a niche for them in the market. However, whether it is a short-term phenomenon, or a long-term trend is yet to be seen.

• Latest Trends in Pet Food

  The last couple of decades have seen an evolution in the pet food market. Scientific advancements have enabled the development of better pet food products with healthy ingredients. Manufacturers are now focusing on meeting the basic needs of pets while enhancing their overall well-being. New types of pet foods are being launched, triggering the creation of new categories and niche markets. The pandemic has impacted this segment, creating new requirements. Nonetheless, the segment is poised for further growth.
  

• The Rise and Challenges of Direct-to-Consumer Model

  In recent years, the Direct-to-Consumer (D2C) model has captured the attention of consumers and businesses alike, promising a more personalized and convenient shopping experience. With the advent of COVID-19, D2C brands received an unexpected boost as traditional retail channels faced closures and disruptions. However, recent figures suggest that the once-thriving D2C sector may not be performing as well as initially anticipated. This is an overview of the evolution of D2C model, the pandemic's impact on its growth, and the challenges faced by D2C brands in the current market.

• An Alternate Revenue Stream from Decarbonisation Techniques

  Most industries are now moving towards “reducing CO2 emissions and targeting to become carbon neutral by 2050”. Companies have already set sustainability targets to reduce CO2 emissions. Methane processing techniques are being evaluated as a potential decarbonisation process compared with commercially available CCS/CCU techniques. These techniques decarbonise natural gas and form a feasible business case for companies adopting it, as hydrogen produced can be re-titrated to natural gas stream to achieve up to 100% sequestration of carbon content and solid carbon (carbon black/graphene) produced can be traded in various end-use industries, including tyre, construction, and ink & coating industries.

  Carbon black is a mature and low-priced market ($1-2/kg) with the tyre industry contributing to >70% of the demand. While graphene is a high price point market ($100-1,000/kg), the actual demand of graphene is still optimistic and highly dependent upon the mass adoption by major end-use applications such as cement, concrete, etc.

• Biases and Investor Choices: A Behavioral Finance Perspective

  Behavioral finance is a fast-growing field that focuses on the complex interplay between human psychology, investor behavior, and financial markets. By examining the impact of psychological elements on investor conduct, specialists in behavioral finance aim to explain why financial markets behave in a certain manner, and how investors can take better decisions A plethora of cognitive elements, including but not limited to overconfidence, confirmation bias, herd mentality, and loss aversion, can significantly influence investment decisions. Gaining insight into these biases can offer valuable perspectives on market trends and support investors in making decisions that are better informed.

• Gene Therapy: Revolutionizing Type 1 Diabetes Care

  Type 1 diabetes results from intricate interactions between genetic predisposition and environmental triggers. Existing treatments often fall short of providing sustained relief, prompting the search for alternative solutions. Gene therapy offers such avenues by either reprogramming alpha cells to perform beta cell function or providing gene editing tools that cut out damaged DNA altogether. The landscape of cell and gene therapy is ever evolving, accelerated by substantial investments, novel technology, and strategic partnerships among key major players. Cutting-edge technology, regulatory backing, and favorable market conditions are propelling alternative therapies towards mainstream acceptance.

• Hormonal Imbalance – Need for New-Age Detection Devices

  Hormonal imbalance can cause various health issues and diseases in women and children. It can also lead to abnormal growth in children. Hence, it is imperative that an imbalance is detected early on and treated. Earlier, the best way to detect this imbalance was either through a blood test or an ultrasound, and the results were not too reliable. With the advancement of technology, new non-invasive methods introduced in the market give accurate results within minutes. Moreover, various new methods are being tested for different hormones.

• 5G–MEC: Where Is the Opportunity and Who Will Rule This Space?

  Integration of cloud-native 5G networks with multi-access edge computing (MEC) is expected to significantly benefit telcos and hyperscalers, with the latter steadily making inroads into the telecommunications industry. With growth in enterprise-wide adoption of 5G–MEC use cases, competition among telcos and hyperscalers is expected to intensify. A sound business strategy will depend on identifying the high-opportunity use cases and leveraging one's strengths to develop an effective go-to-market strategy. This article highlights some of the key aspects that telcos and hyperscalers will need to consider within this space. 

• Lithium Price Drop – Accelerating EV Affordability

  The lithium market has seen a recent surge in demand as electrification initiatives have accelerated. Electric vehicle (EV) makers, such as Tesla, have been actively seeking resources due to the fast expansion of EVs and scarcity of lithium. As a result, lithium carbonate prices have shot up by over six times within the past few years. In 2022, lithium prices plummeted significantly, undoing several years of previous increases. In November the same year, lithium carbonate prices in China reached an all-time high before plunging to a new low of 35–40% in March 2023. This decline was triggered by a series of adverse events that ended the longest bull run in the history of lithium.

• Balancing Act of Estrogen and Progesterone – How Can Technology Help?

  In women, estrogen and progesterone play opposite roles and influence every pivotal aspect of their life cycle, from puberty, menstruation, pregnancy, and childbirth to menopause. Moreover, these hormones also play a vital role in regulating bone health, body weight, cardiovascular and cognitive functions, and metabolism of glucose and cholesterol. Their imbalance (estrogen dominance or progesterone degradation) can often lead to serious health issues such as cancer. Thus, monitoring and maintaining their levels is crucial. Compared to traditional blood-based methods, the new non-invasive methods available in the market enable easy detection of hormone imbalances at home.

• Cell and Gene Therapy – The Next Frontier in Lifesciences

  In this era of rapid scientific and technological advancements, we are at the precipice of a healthcare revolution. Cell and Gene therapy (CGT), pioneering treatments that leverage our own biology, are poised to challenge traditional healthcare frameworks. CGT has been witnessing an expanding total addressable market and is expected to grow exponentially. However, the potential gains are not merely financial. Investments in this growing field also help propel the momentum of scientific and medical progress, funding vital research that brings us closer to a more efficient, personalized, and holistic healthcare future. This article attempts to present the current and future landscape of CGT, with a focus on the clinical pipeline evolution, strategic collaborations, and financing and investment environment globally. 

• The Other Side of ESG Investing

  Environmental, social, and governance (ESG) factors play a critical role in investment analysis, actions, and recommendations. Globally, investors are looking at different methods such as positive or negative screening, green finance, thematic investing, shareholder engagement, and activist ownership to include ESG factors. Sustainable investing is the new buzzword for successful investing. However, various private ESG data providers use inconsistent scoring approaches or inappropriate constraints and assumptions. Lack of standardization and transparency makes it tough for investors and analysts to determine the effectiveness of ESG scoring. Additionally, companies having a low environmental score, owing to uncertain emissions reduction targets, but a high social and governance score may not be considered ESG compliant by a few market participants. This lack of uniformity has given rise to issues such as greenhushing and greenwashing.

• The Pitfalls of Using Only Preferred Share Price for Common Stock Valuation

  Applying fundamental valuation approaches to value an early-stage business is challenging; thus, many have abandoned them in favor of a mathematical approach called the back-solve method. The method requires less judgment on the part of appraisers; therefore, it is easy to apply. However, the method tends to overestimate business value, so ignoring fundamental approaches would lead to the wrong conclusion. 

• The Current Real Estate Turmoil in China

  China’s real estate sector is in turmoil due to various factors, ranging from low investment to declining trade numbers. It has far-reaching implications and is threatening the country’s economic growth. Therefore, the government has undertaken certain policy measures to limit the damages. However, a more extensive plan is needed to deal with this issue effectively.

• India's New EV Policy: Attracting Foreign Players, Boosting Manufacturing

  India unveils a new EV policy to attract foreign EV companies like Tesla and boost domestic manufacturing with tax breaks and local sourcing requirements. This aims to make India a major EV manufacturing hub and accelerate EV adoption.

• Thematic Investing on the Rise

  Disruptive technology is constantly reshaping the world. Despite the pandemic-induced lockdown, seamless internet connectivity enabled access to a virtual world where we could work, shop, and even meet people. Due to mobility restriction, labor shortage, and supply chain disruption, manufacturers have turned to robotics. Breakthrough treatments and medical advances in healthcare have helped combat the pandemic crisis. Climate change has shed light on vehicle electrification and the shift to renewable energy. Consequently, technological advancements such as AI, machine learning, blockchain, robotics, and data analytics are gaining popularity. The benefits of these disruptions, or rather “trends” and “themes,” are manifold. These trends are increasingly changing the way investors manage their portfolios.

  
  

• Exploring the Issue of Hair Loss and Underlying Health Conditions

  Hair loss affects a large section of the global population irrespective of age, gender, and ethnicity. This issue can be ascribed to multiple factors including genetic predisposition, lifestyle choices, and environmental influences; however, it also serves as a subtle yet revealing indicator of underlying health conditions.

• Navigating Tomorrow: Proactively Track Slow-Moving Changes

  Proactively navigating slow-moving technological changes is a vital strategic need for companies seeking sustained success in today’s dynamic business landscape. These changes, often gradual, have the power to shape or disrupt industries and companies, influence consumer behavior, and redefine competitive landscapes over time. Businesses should be attentive to these shifts and adopt proactive measures to track and understand them. From strategic planning to risk mitigation, there are various reasons why staying ahead of slow-moving changes is essential for corporate resilience and competitiveness.

• Impact of Biosimilars on Treatment Landscape in US and EU

  Rising healthcare costs vis-à-vis the expanding population and lifestyle-related diseases are some of the key areas of concern across the globe. Governments and the healthcare industry, in particular, have been exploring avenues to address these challenges while offering affordable healthcare services. Digital health users opted for online prescriptions and virtual consulting during the pandemic for faster transformation of the health care delivery. However, advances such as development of biosimilars are a key step toward addressing the concerns of the escalating cost of healthcare and patients' access to critical medicines.
  

• Private Label Retail in F&B – A New Paradigm in Consumer Choice

  Private label retail, also known as store brand or own brand, posted remarkable growth in recent years globally. Retail giants, such as Walmart and Target, played a significant role in driving this surge, revolutionizing the way consumers perceive and engage with private label products, especially in the Food and Beverage(F&B) segment. While it can help increase the profit margin of retail stores, it comes with a set of challenges.

• Sugar Alternatives – The Sweet Success Story

  Sugar alternatives are an emerging ingredient category gaining popularity due to the consumer shift toward health and fitness. Various factors drive its growth, with certain regions recording higher demand than others. With various options available, the sugar alternative industry is poised to grow as it is an exciting sector with unexplored opportunities and potential.

• US Pet Food Industry on the Rise

  Pet ownership increased during lockdown when people were confined to their homes. Pet humanization has led to owners treating pets as part of their family. Owners are increasingly concerned about their pets’ health and nutrition and are looking for high quality and nutrient-rich food products. Pet food manufactures have been quick to tap into this rising demand to develop organic, natural, and high nutrition products. According to the American Pet Products Association, pet food sales increased 19.3% year-on-year to USD123.6 billion in 2021. Large pet food and treat manufacturers are expanding their production lines to meet growing demand. The pet food industry has shown resilience during the recent economic downturn and is expected to grow further.

• Virtual Estate - An Illusion?

  Metaverse is a next-generation system that delivers content and services, probably why it is referred to as the evolution of the internet. Just as radio served as a platform for music and audio content, metaverse will be the foundation for web browsers with organized data and information on web pages and platforms.
  

• Downward Spiral of Tech Industry Valuation

  The Indian tech industry has always been a strong player with consistent growth, but 2022 was a challenging year, and many companies saw a fall in their valuations. This was attributed to factors such as fear of recession fueled by rising interest rates in developed markets, which hampered the revenues, sales, and growth prospects of many tech firms worldwide, including India. Whether it is a short-term effect or will India’s IT sector suffer long-term consequences is yet to be seen.

• Virtual Power Plants: The Way Forward

  Growth of distributed energy sources (renewable energy) and fluctuations in demand for electricity has led to the development of Virtual Power Plant (VPP) systems. A VPP is a cloud-based system that uses software and algorithms to integrate and manage distributed energy resources. Currently, most VPPs are being established in developed countries such as the US, the UK, Germany, and France. Over the past year or so, VPP’s growth has been fueled by COVID-19 and Russia’s invasion of Ukraine.

• Startups with Their Organic Products are a Threat to FMCG Sharks

  With e-commerce becoming mainstream, customer perspectives have gained prominence. The opinions and experiences of other consumers highly influence potential customers; this is especially true for daily-use products (for skin and hair). Consumer reviews about the quality, ingredients, and their efficacy as well as pricing are a major deciding factor. The keywords organic/natural ingredients that startups use in branding have attracted millennials and Gen Z, leading to increased sales. To highlight their innovative USPs, we have drawn a comparison of customer opinion of beauty startups using organic ingredients against established FMCG brands that are chemical based. The comparison shows customers’ increasing preference for products with natural/traditional/ayurvedic ingredients. 

• Fertilizer Sector on Fertile Ground in 2022

  Fertilizer prices have considerably increased over the last year. Growth was driven by higher demand on account of economic recovery in 2021 after the pandemic, jump in raw material prices (especially for natural gas), ban on exports by major producers such as Russia and China, and geopolitical tensions.
  

• Non-Conventional Caffeinated Drinks: Innovative Alternatives for Caffeine Fix

  In today's fast-paced world, coffee and tea continue to be staple beverages staples for people worldwide. However, with growing innovation in production, beverage manufactures are offering caffeinated alternatives such as ready-to-drink tea/coffee and energy drinks in varied flavors, functional blends and low caffeine which has altered consumer preferences.

• Are Risk-Free Bonds Really “Risk-free”?: The Case of Silicon Valley Bank

  Silicon Valley Bank (SVB), one of the leading banks in the US and regarded as the banker for startups, was shut down on March 10, 2023, by regulators due to its heavy investment in bonds and agency-backed securities. SVB’s bonds fell when the Federal Reserve increased its interest rates, thus creating chaos. Can SVB be saved and regain its former glory? Are risk-free bonds really “risk-free”?

• The Cost of Inaction: How Climate Change Impacts Farmer Livelihoods

  Climate change has caused severe environmental degradation and altered global weather patterns. This has resulted in significant impact on food production, affecting farmers worldwide. In India, agriculture is a critical economic sector, with small and marginal farmers forming a major part of it. Climate change affects various aspects of agricultural production, including rainfall, pest proliferation, soil quality, cropping patterns, and harvest unpredictability, leading to decreased yields and increased costs. The government's initiatives to support farmers in coping with climate change have faced challenges, necessitating sustainable farming practices and increased support to ensure food production.

• Rise of Metaverse Real Estate

  Real estate is rapidly developing in metaverse as more and more corporations are buying land in the virtual world. The main real estate companies in this segment are witnessing exponential growth and have potential for further development. Land prices in metaverse are connected to the experiences that can be created within this space. Therefore, corporations, retailers, hospitality companies, and banks are marking their territory in the virtual world and vying to create the most interesting experiences.

• Canned Cocktails: A Rising Trend

  The traditional practice of enjoying cocktails at bars or lounges limited their accessibility to special occasions and exclusive venues. The art of mixing cocktails required expertise and practice, making them less readily available everywhere. However, a new trend has emerged in recent years that has revolutionized the cocktail industry – canned cocktails. While Europe and the US had canned cocktails available since 2000, COVID-19 gave a boost to this segment in other regions as well. The product is slowly gaining popularity in Asia as well and is estimated to have a strong growth trend.

• Suryodaya Scheme Opportunities and Impact on Various Sectors

  The government’s decision to install 100 million solar plants in Indian households would significantly boost the energy sector. This aligns with the Indian government’s global aspiration of “One Sun, One World, One Grid,” an initiative proposed to connect the electrical grids of various countries, powered by solar energy.

• USMCA - A Three-Year Retrospective and its impact

  The US–Mexico–Canada Agreement (USMCA), implemented in 2020, replaced North American Free Trade Agreement (NAFTA) and has significantly benefitted North American trade. It led to a substantial surge in trade, with North American trade volume exceeding USD 1.5 trillion in 2022 led by double-digit growth in trade since 2022. This free trade environment created 9.5 million jobs, and the three countries now account for one-third of the world's GDP. Investments in the region posted remarkable growth, with capital investments increasing 134% to reach USD 219 billion. However, USMCA faces challenges, such as trade disputes, and public opinion on international trade has shifted with 66% of Americans now supporting restrictions on imported foreign goods. The agreement's future will depend on addressing these issues before the joint review in 2026. If successful, the agreement could boost trade relations, enhance digital trade, and promote economic growth in North America.

• Tokenization: From Brick to Blockchain

  The real estate industry is swiftly adopting tokenization, and conventional real estate institutions are working with technology suppliers to investigate the tokenization of loan or equity. Increasing investor access to high-quality real estate assets is anticipated to revitalize real estate investment as more technology-driven real estate initiatives come to fruition.

• US Economic Slowdown – An Opportunity for India?

  As the US economy edges toward recession, equity investors are seeking opportunities in other countries. The focus is on emerging economies, specifically in Southeast Asia, and the main contenders are China and India. Both countries have positive and negative factors influencing investor decision. Which country would attract the bulk of the diverted investments is yet to be seen.

• Purchase Price Allocations: What CFOs need to know to get it right?

  Purchase Price Allocation (PPA) is an important component of a merger and acquisition transaction. It entails distribution of the value of the purchase consideration among various tangible and intangible assets (and liabilities) acquired from the target following the merger/acquisition. Residual purchase consideration, if any, is recorded as goodwill in the acquiring company’s books. A fairly complex process, it requires deep domain knowledge, understanding of the business plan, and expertise in intrinsic valuation to ensure all aspects of the analysis have been factored in accurately.

• NFTs in Gaming - Where Passion Meets Business

  The gaming industry has risen exponentially over the past few decades. From playing Pac-Man on a 4-feet tall arcade in late-1900s to enjoying 8-bit superhits such as Mario on smaller consoles and immersing in DVD-based action games, for instance, League of Legends, gaming has flourished over time. The Internet revolution accelerated the industry’s growth from a few billion to hundreds of billions of dollars at present. NFT is the new sensation in the gaming business. Supported by crypto capabilities, NFTs are set to boost growth of the gaming industry.  

• Agile Procurement – Need of the Hour

  With intensifying competitive dynamics, businesses need to be able to adapt quickly and efficiently to changing customer demands, technological advancements, and environmental and geopolitical factors. Traditional procurement methods, which are often rigid, bureaucratic, and slow, may hinder the ability of organizations to ensure a smooth flow of supply chain operations. Agile practices can help companies achieve better procurement outcome

• Nurturing Sustainability Across the Supply Chain

  It has become increasingly imperative for companies to embed sustainability throughout the supply chain. Companies are recognizing the need to connect with their tier-1 and tier-2 suppliers, adopting measures such as decarbonization initiatives and incorporating green packaging materials. By doing so, they aim to reduce their environmental impact and create a more sustainable value chain. Through collaborative approaches and the involvement of experts, organizations are better positioned to navigate the complexities of sustainability and make meaningful progress in embedding sustainability across their entire supply chain.

• Harnessing Patent Landscapes across Departments

  Patent landscapes, once the exclusive domain of Intellectual Property (IP) teams, have evolved into a goldmine of information shaping decisions beyond protecting innovations. This case study unveils the pivotal role patents play in steering business strategy and innovation, with 45% of projects executed in the past five years at Aranca focusing on insights for non-IP functions.

• Harnessing the Power of Artificial Intelligence in Marine Defense

  The integration of artificial intelligence (AI)-based solutions has enhanced efficiency, effectiveness, and security in maritime operations. This is helpful for naval forces protecting the country’s coastlines. AI technology is harnessed to deploy advanced systems capable of tracking, detecting, and executing relevant actions. As there are historical complexities associated with navigating oceanic routes, technology can be extremely helpful. Through integration of technologically advanced solutions identification, monitoring, and decision-making can be streamlined and security can be tightened.

• CAR T-Cell Therapy – Revolutionizing Medical Science

  Chimeric antigen receptor (CAR) T-cell therapy has come to fore as a breakthrough in cancer treatment, specifically for blood cancer. Several companies have invested in it and many treatments have already received FDA approval. Although there are certain limitations to this therapy, they can be overcome via research. The CAR T-cell therapy can not only become a revolutionary treatment for cancer but also cure autoimmune diseases and viral infections.
  

• Revamping R&D Strategies as Per the New Normal

  While countries struggle with macroeconomic issues and geopolitical tension, companies need to revamp themselves to maintain business continuity. Businesses are already fighting to survive, with pressure from economic downturn, global inflation, supply chain disruptions due to war situations, and climate changes. Is there a game plan that can help them not only ride out this tough time but also thrive?

• CRISPR Technology – An Emerging Solution in Healthcare

  CRISPR technology has been gaining growing acceptance and popularity in the healthcare sector. Its varied applications in medical science has fostered innovations, with many startups entering the fray. However, CRISPR is a complex concept, and the technology is still at the nascent stage of development. Many new applications are under trials and await approval for launch. Moreover, the technology is marred with some underlying ethical issues. A strong regulatory framework will ensure the appropriate use of CRISPR.

• CRISPR Therapeutics – Transforming Healthcare

  CRISPR technology has been gaining prominence as a realistic treatment option for genetic diseases. Major recent licensing activity is seen from pharmaceutical companies that are also investing in startups in this domain. While technology could revolutionize healthcare, especially for genetic diseases, it has its shortcomings and research is ongoing to address them for wider adoption of CRISPR.

• Sustainability Trends in Agrochemicals

  The global population surpassing eight billion has created a pressing need to enhance food production on existing arable land. This has resulted in increased use of agrochemicals to reduce crop loss and improve yields. However, excessive agrochemical usage has led to adverse effects such as soil fertility depletion, water stress, and pesticide resistance. To address these concerns, the industry is focusing on sustainable alternatives like Integrated Pest Management (IPM), biologicals, and genetic engineering. Thus, to promote ecological balance, the agricultural sector must adapt to sustainability trends and develop new chemistries while ensuring productivity enhancement.

• 5 Reasons why CFOs Like (and Dislike) Goodwill

  Purchase price allocation (PPA) and goodwill assessment is a must-have for any acquirer following an M&A deal to report the correct value of the assets on its financials. Assessing goodwill has always been a complex process and could create a fair amount of issues if not handled correctly. CFOs usually have a love-hate relationship with goodwill as it relates to their specific situation. The article provides a brief overview of the two sides of a goodwill assessment.

• Transforming Banking Operations: The Rise of Hyperautomation

  Hyperautomation is significantly transforming the global banking sector through advanced technologies such as artificial intelligence (AI), machine learning (ML), and robotic process automation (RPA). Major banks are leveraging hyperautomation to optimize operations, enhance efficiency, and introduce innovative services. Hyperautomation use cases in financial services range from customer onboarding and loan processing to AML compliance and personalized marketing. Successful implementations by top banks – such as Lloyds, Mashreq, and Axis – underscore hyperautomation's role in reshaping financial services, providing efficiency gains, and ensuring competitive adaptation in the digital landscape.

• Bioplastics - A Sustainable Alternative to Conventional Plastics

  Conventional plastics are a major cause of marine pollution. Bioplastics, made from renewable sources, are emerging as a popular alternative. The ban on single-use plastics and increasing demand from industries drive their adoption. However, challenges like economies of scale and limited composting facilities exist. Stronger legislation and incentives are needed for widespread use. Bioplastics offer a sustainable solution to reduce plastic waste.

• Unlocking New Business Opportunities in Home Automation through HPC

  In the dynamic landscape of home automation, the integration of high-performance computing (HPC) has become a transformative force for companies striving to optimize operations and provide unparalleled services to consumers. While some companies have embraced this cutting-edge technology, others are exploring potential use cases. It is crucial for companies to recognize the risks they face if they neglect to harness the power of HPC.

• Exploring Factors Affecting the Global Shipping Price Rise

  In early 2024, global shipping faced challenges due to attacks on key routes, like the Red Sea and Suez Canal, causing delays and raising costs. New environmental regulations added further complexity and expenses. Short-term solutions helped, but long-term resilience requires collaboration on security, compliance, technology, and finance.

• Beyond Plastic: Embracing Sustainable Packaging Alternatives

  There is a major global shift away from plastic packaging toward other sustainable alternatives. This is driven by increasing environmental concerns and growing recognition of the detrimental impact of plastic waste on the ecosystem. There is a need and demand for more sustainable solutions.

• Pet Shelter Segment on a Growth Trajectory

  The pet care industry is witnessing rapid growth due to the rise in pet adoption across the globe. With cats and dogs being the most popular pets, there is a need for good care facilities where they can be left by working or traveling parents. Key players compete against each other by offering various services for pets as well as convenience for owners. The pet shelter segment is flourishing worldwide, and its momentum would continue to grow.

• Carbon Fiber as Construction Material

  Construction materials have evolved significantly over the past decades. Due to technological advances, new and resilient materials such as carbon fiber are replacing traditional ones. This innovative material is gaining traction in the construction industry due to its strength, durability, and flexibility to be molded into the desired design and structure. Moreover, as the material has a low density and high strength-to-weight ratio, it is being increasingly used in building cars and aircrafts.

• Keeping an Eye on the Road: The Surge in Driver Monitoring System (DMS)

  With a significant number of road accidents attributed to distracted driving, the adoption of “Driver Monitoring System” (DMS) gained traction in the automotive industry. Governments worldwide are considering legislation to make DMS mandatory, while car manufacturers are embracing this technology to enhance the safety of their vehicles. Will DMS become a safety norm across the globe in the coming years?

• Mexico's Nearshoring Promise to Supply Chain Adversities

  As the world navigates a series of supply chain disruptions, staying ahead of the curve is crucial. Exploring nearshoring opportunities becomes increasingly important to mitigate risks and build resilience. Mexico is emerging as a promising nearshoring destination to global companies (especially in North America) due to inherent benefits such as logistical proximity, reduced lead times, cost efficiency, and strategic trade relations. Procurement organizations have actively embraced Mexico, making regular investments, expanding capacities, and fostering supplier partnerships to reap the benefits of nearshoring. Are you prepared for nearshoring to build a resilient supply chain strategy?

• HPC Revolutionizing Financial Services

  High Performance Computing (HPC) is revolutionizing financial services, giving it a prominent position in today’s fast-paced financial landscape. Fintech giants are particularly leveraging its power to optimize financial analytics, enhance risk management, and refine algorithmic trading. Furthermore, HPC has various use cases in financial services on account of its ability to enhance operational efficiency and agility and improve decision-making. Hence, failure or delay to adopt it can jeopardize a fintech company’s competitiveness in this age of digital transformation, wherein innovation and real-time processing are paramount. 

• Buy Now Pay Later: The Latest FinTech Disruption in Payments

  BNPL is a FinTech option that allows buyers to buy now and pay over a period of time. Unlike the regular loans, BNPL does not involve paperwork ­– customers can access it almost instantly using their smartphones. Besides helping customers raise credit easily and boosting the sales of consumer goods and other white goods, BNPL helps merchants to explore new borrowers. Accessing credit via BNPL is easy and hassle-free compared to a traditional loan; however, consumers must exercise utmost caution before using the BNPL facility as it is also a type of loan which must be repaid. The sector has faced intense scrutiny from regulators recently over awareness concerns. Nonetheless, BNPL’s future appears very bright.

• Latest Trends in Regenerative Medicine

  Healthcare and medicine are in a constant state of evolution. Innovative technologies such as regenerative medicine are bringing about a paradigm shift in the healthcare industry. While the segment does raise some moral questions, it is witnessing huge capital infusion from pharmaceutical companies. Despite the major challenges associated with regenerative medicine, industry trends indicate that it is poised for growth.

• Towards a Greener Future: The Rise of Eco-Friendly Disposable Hygiene Products

  Disposable absorbent hygiene products are becoming more popular among people of all ages and socioeconomic groups. Campaigns for public education, wider availability of the goods, and enhanced marketing initiatives have contributed to normalizing the use of these products and lowering the stigma attached to them. There is a rise in the need for absorbent hygiene products, notably those for adult incontinence, as many nations' populations are getting older. The need for disposable absorbent hygiene products has been influenced by contemporary lifestyles, which include busy schedules, lengthy workdays, and substantial travel.

• DeFi – Revolutionizing Financial Markets

  DeFi has made considerable progress in a surprisingly short time that would contribute to a more transparent and accessible future in finance due to rapid technological developments. There are now over 4.5 million DeFi users worldwide, which is anticipated to reach two-digit millions in the immediate future. However, the technology seems to be in a nascent stage and is yet to be fully stress tested at scale over an extended period. While there are concerns over DeFi replacing the traditional financial system, experts suggest they can coexist and thus improve the global finance architecture and benefit the economy worldwide.

• Can ChatGPT Support Industry 4.0?

  The new phenomenon ChatGPT unveiled by OpenAI is set to revolutionize processes and operation across industries. Although it is still in the testing phase, it has gained widespread popularity given its potential application fields. One such area that could be leveraged by companies is in an Industrial 4.0 setting. Can ChatGPT bring about further evolution in the industrial landscape and enhance efficiency and productivity?

• Stress, Cortisol, and Chronic Disorders: Connecting the Dots with Sensor Technology

  Cortisol is an important steroid hormone secreted by the body to manage stress and several other biochemical functions. A slight imbalance in it can cause serious health problems and impact the individual psychological status by stimulating mood, anxiety, motivation, and fear. Similar to glucose and cholesterol, this stress marker should be monitored and kept in check to ensure health and well-being. Recently, alongside invasive blood tests, minimally invasive and non-invasive technologies are being developed to make life simpler for individuals and address this issue efficiently.

• Will Telematics-Based Auto Insurance be a Game Changer?

  The complex nature of auto insurance pricing compels carriers to offer competitive quotes that effectively balance risk and profit potential. However, the evolution of telematics has led to simplified pricing, and the introduction of more personalized and transparent insurance policies based on how an individual drives. Telematics-based insurance is usage-based coverage that derives premiums based on in-car monitoring devices that capture data of policyholders' mileage and driving habits.

• Megatrends in 3D Printing - Sustainable Materials

  The 3D printing industry is embracing several strategies to make itself more sustainable. Manufacturers are providing plant-based materials, biodegradable materials, recycled materials, and innovative formulas. Adopting a circular economy model, choosing environmentally friendly materials, and reducing the environmental impact of materials are key strategies focusing on sustainability.

• Trends in Pet Grooming Industry

  Pet grooming refers to cleaning, checking the hygiene, and improving the appearance of your cats and dogs. This segment of the pet care industry has also witnessed growth as the industry has been on an upward trajectory. Certain trends are driving the industry and revolutionizing the type of products and services being offered for pet parents of cats and dogs.

• Captured Carbon Dioxide – A Valuable Resource

  With climate change threatening the entire planet, it is essential to take decisive steps to stop environmental degradation. Governments across the globe are committed to reducing their carbon emission and invest in green energy, carbon capture (CC), and carbon capture and utilization (CCU). These technologies help modify captured carbon and reuse it, thereby reducing pollution and contributing to achieving net zero emission.
  

• Green Hydrogen in Circular Economy

  The urgent need to reduce greenhouse gas emissions has prompted countries worldwide to commit to net-zero targets, driving the rapid adoption of low-carbon and renewable energy sources. Green hydrogen, generated from solar and wind power, has immense potential in sectors that are difficult to decarbonize. However, challenges related to costs, infrastructure, and policy intervention hinder its progress. Improving process efficiency, achieving cost efficiency through technological advancements and scale, transforming infrastructure, and implementing supportive policies are crucial for the widespread adoption of green hydrogen as a clean energy solution in the transition to a circular economy.

• How Big Data Analytics Will Facilitate Procurement 4.0

  Procurement activities generate considerable amounts of data from systems, operations, and geographies. In the era of digitalization and Industry 4.0, big data analytics would be a boon to procurement professionals, helping derive insights across stages. With several potential use-cases, the synergy between procurement and big data analytics will help shape Procurement 4.0. Aligning business goals to choose suitable analytics tools will be the key toward realizing this transformation.

• Gamification in Healthcare

  Gamification is gaining importance as an interesting way to interact with customers, keep them engaged with brands, personalize offerings, and collect relevant data in the process. The healthcare industry has recognized the value of incorporating rewards and recognition to entice patients to participate in a health regimen. There has been an influx of fitness apps and devices using gamification in novel ways to attract and retain users. Some companies have done this successfully and reaped its benefits.

• GLP-1 Agonists: Revolutionizing Metabolic Disease Management

  GLP-1 agonists, led by Semaglutide, are reshaping metabolic disease management. Semaglutide boasts superior glycemic control, significant weight loss, and potential cardiovascular benefits, all in a convenient weekly injection. However, cost, side effects, injection delivery, and adherence pose challenges. Solutions like insurance coverage expansion, alternative administration methods, and comprehensive patient education pave the way for broader access and maximized benefits. Semaglutide joins a universe of GLP-1 options, and with patents expiring, the future holds promise for more affordable, transformative treatments. This is a new dawn for metabolic health, bringing hope to millions.

• National Health Stack - A Feasible Reality or Distant Dream?

  The Government of India has designed healthcare initiatives under Ayushman Bharat Yojna to help the low-income households get medical treatments at nominal cost. National Health Stack (NHS) has been designed to support these initiatives and aid implementation of digital health infrastructure. While NHS had many benefits, its enactment involves certain challenges. It is essential to overcome hurdles and ensure that this plan is correctly implemented nationwide.

• How Telecom Companies Leverage Gamification

  Gamification allows service industries to improve customer interaction and access to invaluable data. Telcos understand this need and some have already invested in integrating gamification in their platforms to increase customer loyalty. Using emerging technologies such as AI, metaverse, and AR/VR, the telecom industry can help create a personalized experience for customers, encourage brand involvement, establish a strong connection, and generate a new revenue stream for businesses.

• Retail in the Metaverse – Present and Future

  The retail industry was the earliest adopter of the metaverse. The industry’s substantial investments in the AR/VR ecosystem helped attract a large number of users to virtual spaces. Strategies built around the metaverse will help retailers develop a more immersive and inclusive experience of online shopping.

• The Dual Effect of Private Equity

  Private equity (PE) investments help and support companies with promising prospects, which have several positive impacts on society as they help create jobs and build successful businesses. PE firms provide capital for companies, encouraging them to grow and become more competitive. However, critics argue that these investments typically force small companies out of business and can be detrimental to them in some respects. Overall, PE has both positive and negative implications and can be a boon to society, but a threat to startups in certain situations.

• 3D Printing in Dentistry: Challenges and Solutions

  3D printing in dentistry is seeing increased adoption due to its many advantages, but certain associated challenges hinder the wide-scale implementation of the technology. However, solutions are being developed to overcome these challenges and enable 3D to transform dentistry and help people get a beautiful smile.

• Millets – The New Super Crop

  Millets, often referred to as "food grains of the poor," are grown and consumed worldwide. Currently, there is a renewed interest in millets due to their numerous health benefits, low environmental impact, and adaptability to diverse growing conditions. In fact, the United Nations declared 2023 as the “International Year of Millets”, highlighting the importance of these crops for food security and sustainable development. This is expected to increase the demand for millets globally and create new opportunities for farmers and entrepreneurs in the millet value chain.

• Reshoring in US: Need for Locally Resilient Supply Chains

  US companies are increasingly reshoring their operations from China in response to supply chain disruptions and global uncertainties. CEOs in the US are investing in emerging technologies to enhance productivity and gain a competitive edge. The reshoring movement aims to build locally resilient supply chains and mitigate future risks. By adopting reshoring, the US can strengthen its manufacturing sector, foster economic growth, and create sustainable jobs.

• Gamification in Retail

  Gamification has been used in online and offline (at store) formats of retail to attract, engage, and influence customer decision. It is used to promote products and create brand awareness through games and puzzles and engage retailers or shop owners by transforming the conventional marketing ideas into a game. Games are designed based on the product, and target audience interactions are tagged with prizes ranging from free coupons or vouchers to expensive cars. Retail industry can enhance the use of multidimensional gamification to derive maximum benefit and develop a loyal customer base by retaining existing clients and enticing new leads.

• Gamification – Transforming Food Marketing

  Gamification in the food industry refers to using game-like elements and techniques in the design and marketing of food products and experiences. It is a popular trend in the food industry, as it can be an effective way to engage and motivate consumers and to create a sense of fun and excitement around food. Some brands have used it to increase their sales revenue by creating the right games, and through these, a loyal customer base. 

• Mass Production to Mass Customization: Pharma Production at Crossroads

  The pharmaceutical industry, traditionally based on mass production to meet global medication demands, is now experiencing a transformation due to technological advancements, changing consumer preferences, and the rise of personalized medicine. This shift is challenging the traditional mass production model as the industry moves towards mass customization, aiming to provide tailored drugs for individual patients' requirements.

• Capturing the Opportunity of Carbon Capture & Storage Technology in Petrochemicals

  The growing need for environmental sustainability has impelled petrochemical companies worldwide to look for ways to reduce carbon emissions and reach net zero emissions by 2050. Industry leaders globally have been collaborating on exploring carbon capture and storage (CCS) technology as a means to significantly reduce carbon emissions from their petrochemical plants. As this technology is in a nascent stage, companies that make an early entry in developing and investing in CCS and related infrastructure would provide good investment opportunities, considering they would largely benefit as CCS technology gets adopted across the petrochemical industry.

• Can ChatGPT Disrupt Financial Services?

  Generative artificial intelligence (AI) tools, including ChatGPT, have led to increased adoption of AI in financial advisory and risk management. These tools have the potential to address issues related to operational inefficiencies, fraudulent activities, and the need for personalized services. However, it is important to recognize that ChatGPT has limitations, and human intelligence and judgment will continue to be crucial for decision-making.

---

Blogs

2 blog posts found for market:

• Healthtech Startups - Driving Innovations in Healthcare

  Technology enabled vertical of healthcare is known as healthtech. This sector has recently seen many startups offering innovative products or services that improve the distribution of healthcare or support it in other ways. While developed countries have seen its quick adoption, emerging nations are also increasingly accepting it and implementing these products to make their healthcare more efficient. The venture capitalist and investment companies have taken notice of the growth in this sector and have been investing in promising startups.

• Virtual Healthcare – Relevance Post the Pandemic

  The pandemic brought fore the need for and importance of virtual care. Apart from eliminating distance, virtual health can support in-person care as part of an integrated healthcare strategy. It addresses underserved and under resourced patient populations. By enhancing accessibility, convenience, and the experience of receiving and providing treatment, it has the potential to be advantageous for both patients and doctors. But will it continue to see robust growth post the pandemic?

---

Special Reports

36 special reports found for market:

• US Housing Market Overview

  The surge in home prices in the US in 2021 can be attributed to a combination of factors, including the increased housing demand as owning a house became a priority post pandemic; a shortage of construction manpower leading to supply crunch; and favourable mortgage rates back then in 2021. However, the pandemic triggered uncontrolled inflation and in response to that the US Federal Reserve initiated a series of interest rate hikes, resulting in higher mortgage rates. As of the early months of 2023, new home sales have been on a decline, falling below market expectations through August 2023. This downward trend was also seen in the existing home sales in the country as homeowners who locked in low interest rates stayed put and were hesitant to list homes. Builders' sentiment began to erode in August, as the costs of mortgages, construction materials, and labor wages continued to rise. Mortgage rates are expected to remain above 6% for the rest of 2023, keeping sales volume low. Recent data indicates competition easing faster than normal in the US housing market on the loosening of inventory and home prices ticking down in Sep’23 as sellers slightly lowered their asking price. The US home buying activity is expected to be largely driven by the rising employment in high paying sectors and expectations that the Fed will start lowering interest rates in 2024.

• GCC - Equity Market Quarterly Fact Book

  Most GCC equity markets recorded gains in Q3 2022, with the Oman market outpacing other GCC markets, while Qatar, UAE, and Bahrain benchmarks also ending in the green. KSA and Kuwait were notable losers, while the MSCI GCC index, which represents the performance of indices across the region, ended in the red primarily driven by receding oil prices on fears of global recession.

  
  

• GCC - Equity Market Quarterly Fact Book

  In 2Q22, all the GCC benchmarks ended lower, largely reflecting the trend in the global markets, which are facing negative bias due to inflation and recession concerns. 

  The MSCI GCC index, which captures the performance of indices across the region, fell 14.2% Q-o-Q. The KSA and Qatar equity indices decreased the most among the GCC markets, declining 12.0% and 9.9%, respectively.

• Hearing Aid Market: Valuations are Poised for a Rebound

  Hearing loss is a major health concern globally, with over 1.5 billion people experiencing some degree of hearing impairment at the end of 2022 according to Amplifon. Among them, an estimated 430 million individuals require rehabilitation, and this figure is projected to reach 700 million by 2050 due to factors such as increased life expectancy and high noise exposure. Untreated hearing loss poses substantial health risks contributing to cognitive decline, depression and falls. This issue carries a staggering global annual cost of approximately 1 trillion US dollars, including health sector spending, lost productivity and associated social costs. Despite these implications, the adoption rate of hearing aids remains low, standing at around 37% in high-income countries and between 5% and 10% in emerging economies. 

  The post-lockdown period in 2021 witnessed a surge in ENT clinic visits, coinciding with a recovery in surgical rates and increased demand for hearing implants. The adoption of smart hearing aids has increased considerably, propelled by factors like rising noise-induced hearing loss, heightened awareness and targeted marketing programmes. The integration of digital technology is dynamically shaping the hearing aid market by responding to demographic shifts and technological advancements, and launching innovative products combining cochlear implants and hearing aid technologies. These developments, coupled with attractive valuations, present profitable opportunities for industry participants.

  
  

• Portfolio Transformation in Chemicals Industry

  Over the recent past, chemical manufacturers have faced significant headwinds in the form of volatility in feedstock prices, changing needs across end-use markets, tightening of regulations, etc. To counter these headwinds, market leaders have been proactively reviewing their portfolios. Players who have successfully transitioned to more specialized/focused portfolios have demonstrated significant resilience to the headwinds and often delivered relatively high shareholder value over the long term. This special report gives detailed insights into the emergence of portfolio restructuring as a preferred strategic option for market leaders in the chemicals industry.

• Broadcom Inc. acquires VMware

  Broadcom (AVGO.O) announced its intention to acquire cloud-computing firm VMware (VMW.N) for $61 billion, along with assuming an additional $8 billion of the company's debt in May 2022. On November 22, 2023, Broadcom confirmed the completion of the acquisition. This strategic move positions Broadcom as a significant player in the infrastructure management software market.

• Saudi Banking Sector: Unlocking Vision 2030 Opportunities

  Saudi Arabia's economic prospects remain robust, driven by the non-oil sector in alignment with the Vision 2030 initiatives. The Saudi banking sector is expected to play a pivotal role in achieving the Vision 2030 objectives. This sector displays resilience, characterized by a healthy outlook supported by factors such as a promising pipeline for future loan growth, substantial liquidity, sound asset quality, and strong capitalization. Saudi banks are well-positioned to weather upcoming interest rate volatilities when the US Fed starts cutting interest rates. We believe that during this significant monetary policy shift, the top three banks in KSA are ready to capitalize on their dominant market share in loans and deposits for future opportunities. Among these, SNB is poised to reap significant benefits, given its leading market position in loans and deposits, a well-balanced loan mix, and a robust domestic franchise.

• India's EMS Sector in Full Momentum

  COVID-19 pandemic and higher China dependency led to supply chain disruptions in electronic components and finished goods. Consequently, the global electronic manufacturing giants reduced dependency on China by shifting their manufacturing bases to countries such as India, Vietnam, Indonesia, which have better unit economics. We believe India will benefit from this electronics manufacturing (EMS) wave, given its: i) digitized economy driving domestic demand; ii) 1.8–6x cost effective and skilled labor vs Vietnam and China; iii) high import bill (53% of total electronics market) leading to import substitution; iv) China+1 strategy; and v) robust government initiatives to push local manufacturing.  The EMS wave kick-started in India following government announcements to push local manufacturing in FY20. As a result, the electronics import/export ratio reduced sharply from 8.3x in FY18 to 3.2x in FY23. This has resulted in a 2–5x increase in book-to-bill ratio of major India-based EMS companies, along with a rise in the entry of global manufacturing giants; Foxconn and Pegatron have announced plans to double operations in India over the next couple of years. 

  We believe that India is ready to be the next EMS hub. India’s EMS market of $20bn (2.3% of global market) is poised to expand at 32% CAGR over CY21–26E and outpace global/USA/China/Europe markets. Kaynes, Syrma, Avalon and Dixon, which are some of the leading listed EMS players in India, are likely to benefit from this EMS wave.

  
  

  
  

  
  

• Shifting Sands - The Demographic Drivers of Change in Emerging Economies

  In emerging economies, demographic shifts are becoming powerful drivers of change, shaping the trajectory of economic growth, social development, and market dynamics. One of the most prominent demographic trends in emerging economies is the youth bulge. With a significant portion of the population under the age of 30, these economies possess a dynamic and energetic workforce poised to fuel innovation, entrepreneurship, and productivity gains. Urbanization is another key driver, where rapid urbanization is conducive for the proliferation of megacities and urban clusters, thus creating hubs of economic activity, innovation, and consumption. Moreover, changing family structures and shifting gender dynamics are influencing consumer preferences, household spending patterns, and labor market participation in such nations. Women's increasing participation in the workforce and decision-making processes is reshaping industries such as retail, healthcare, and finance, thus propelling demand for products and services tailored to their needs. Understanding the demographic drivers of change in emerging economies is essential for businesses, investors, and policymakers seeking to navigate the evolving landscape and capitalize on promising opportunities.

• High Yield - Europe Spotlight

  The European HY market rebounded in 2023, with benchmark HY index generating YTD 6.1% returns. Amid rising interest rates, HY bond returns outperformed IG returns due to attractive yields in the short term. The European HY issuance grew 15% YoY with total issuance climbing to EUR 31 bn during YTD Aug 2023. However, the Eurozone market will continue to face periods of elevated stress and volatility over the near-to-intermediate term due to prohibitive rates policy by global central banks. Europe fell into technical recession early this year amid the shock of high food and energy prices. Moreover, 10-year-to-2-year spread, a technical indicator, has also been inverted since Nov 2022. As per Fitch, the last 12-month default rate for Eurozone High Yield stood at 1.6% in 1H 2023 and is expected to rise to 2.5% by end-2023 and 4.0% by end-2024. That said, HY companies with stronger liquidity and cash flow generation are well positioned to survive the economic uncertainty.

• Q2 2023 Global Macro Report

  Q2 posted a slowdown in global economic growth along with strong returns in risk assets. The IMF expects global growth to be lower in 2023 than 2022 for most advanced countries. It also expects headline inflation to decline owing to the aggressive monetary policies of major central banks, but core inflation may decline slowly. Chinese economic recovery seemed to have run out of steam after the initial reopening thrust, as shown by the decline in inflation, retail sales and PMI numbers.

  Regarding asset class returns, equities rallied during Q2 due to strong corporate earnings in Q1, slowing inflation, a resilient US economy, and the AI theme. China’s sluggish recovery led emerging market equities to underperform developed market equities. Bonds gave a mixed performance with most yields increasing to price-in high rate expectations as central banks continued their hawkish policies. High yield bonds performed well despite their historically low yields. The US Dollar strengthened while gold price declined as the US Federal Reserve increased rates. Oil prices fell as expectations of a global economic slowdown loomed over investors.

• EV Trends in India

  With increasing global awareness and targets to reduce carbon emissions, the government has been supporting the adoption of electric modes of transport in India. Several state-wide measures have been initiated to ensure faster transfer to environment-friendly mobility solutions. The Indian government has also introduced incentivized policies for EV original equipment manufacturers (OEMs) to cut down the costs of manufacturing and in turn, help lower the cost of ownership for consumers. However, lack of appropriate infrastructure and higher dependency on imports pose a challenge for the fast-growing EV market in India.

• Commodity Outlook Report – Q2’2024

  Commodity prices, especially across Chemicals and Polymers, witnessed a sharp rebound of 10-20% in Q1'24, while Metal prices declined marginally. The expected price movements during the upcoming quarters are critical to watch out for the sourcing and supply chain decision-makers, to effectively manage commodity risks. Aranca’s Commodity Outlook Report encompasses price intelligence and forecasts for 200+ indices across chemicals, metals, plastics, oil & gas, aromatics, and vinyls, among others. The report empowers you to make strategic sourcing and hedging decisions, anticipate market risks, optimize negotiation plans, and proactively manage costs.

• Diagnostic Proteomics in Disease Detection & Personalized Medicine

  Diagnostic proteomics, driven by innovation and computational tools, is reshaping disease diagnosis and treatment. North America leads the global proteomics market due to increased chronic diseases and advanced diagnostic labs. Technologies within the space, such as “Proteogenomics” is crucial for understanding diseases, especially in cancer diagnostics, while mass spectrometry-based proteomics aids biomarker discovery. Further, “Liquid biopsies”, incorporating proteomics, allow non-invasive disease monitoring and early cancer detection. Use of Artificial intelligence helps in tackling drug design challenges. Despite hurdles like data complexity and regulatory issues, several companies are collaborating to advance proteomic diagnostics for early disease detection.

  
  

  
  

  
  

• Extension Risk for US Bank Preferred Securities

  Fed’s 300 basis point rate hike this year has sent shock waves across the global stock and bond markets. Wall Street banks recently warned of revenue contraction amid the weakening market environment. However, US banks’ balance sheets remain strong, which could be attributed to higher capitalization following the global financial crisis (2007–08). In the backdrop of sticky inflation and expectations of “higher for longer” interest rates, we see extension risk rising for preferred securities issued by US banks. This report focuses on the factors driving extension risk and highlights the preferreds that are most at risk.

  
  

• High Yield - Europe Spotlight

  European HY bond market returns declined in YTD 2022, owing to heightened geopolitical tensions and rising interest rate risks. Issuers largely stayed on the sidelines in 2022 due to higher refinancing costs. Despite recession fears, the 10-year–2-year European spread steepened in 2022, in contrast to the US curve inversion. That said, the Eurozone recession is likely to stem from energy supply concerns owing to the Russia-Ukraine crisis and not from ECB tightening its monetary policy. Notably, S&P expects the European high yield corporate default rate to rise to 3.0% by March 2023 from 0.7% as of March 2022. 

• Unwinding the Policy - Japan’s Yield Curve Control

  The Bank of Japan (BoJ) has been using the yield curve control (YCC) as a monetary policy tool since September 2016 to maintain stability in the Japanese government bond market and achieve a consistent inflation rate of 2%. However, following the announcement of the October policy allowing the reference rate to rise to 1%, speculation has intensified, resulting in increased volatility in Japanese government bonds. This has led to discussions within BoJ about further potential YCC adjustments, as the bank could allow bond yields to cross 1% but at a monitored pace. This has triggered speculation about the potential end of YCC, which could lead to disruptions in sovereign bond yields, affect the Yen’s strength, and impact the performance of Japanese equity indexes.

• US Home Healthcare Sector: Resurgence After a Period of Contraction

  The US home healthcare market is characterized by high fragmentation and competition, mostly comprising small-scale local providers. Major players such as Amedisys, Addus, Aveanna, Brookdale Senior Living, and The Pennant Group (public and private) dominate the landscape. This sector's growth is propelled by an aging population, escalating healthcare costs, and an increasing age dependency ratio. While the growing senior population pushes up healthcare costs, providing care in home settings can reduce expense. Reimbursement trends are shifting toward value based models and facilitating enhanced patient outcomes. Despite challenges like shrinking margins, the sector rebounded in 2023 post COVID-induced disruptions, driven by technological advancements and demographic factors. This resurgence after a period of contraction reflects the sector's resilience and potential for continued growth.

• US Buybacks: Identifying Winners Amid Slowing Momentum

  Share buybacks have become the predominant means of corporate payout, surpassing dividends in the past two decades. The key driver for share repurchases include tax advantages, financial flexibility, and support for stock prices. In the last 15 years, the S&P 500 Buyback Index, which tracks companies with a high buyback ratio in the S&P 500, has outperformed the S&P 500 equal-weighted Index. However, buybacks fell by 22% in the first half of 2023 compared to the same period last year, as corporations reassess their capital allocation strategy in the face of slowing growth prospects. In this backdrop, we identify companies with a strong buyback track record, showcasing consistent free cash flows and a robust balance sheet that are likely to outperform the broader market in the current slowing repurchase momentum.

• SVB Crisis: Snowballing Down the Valley

  California-based Silicon Valley Bank (SVB), which specifically catered to startups, went bankrupt after it reported huge losses on investments. The bank received an influx of deposits in 2021 due to strong private fundraising and easy funding available to startups. SVB parked these deposits in government bonds and long-dated mortgage-backed securities, which are deemed risk-free. However, with the Fed aggressively increasing interest rates to tame inflation, the bank incurred huge mark-to-market losses on these securities, leading to a liquidity crunch at the bank when its clients started withdrawing money. This crisis challenges the risk-free status ascribed to these bonds and the level of regulatory oversight for small banks. On the other hand, large US banks are relatively safer due to their diversified business model, strong risk management practices, and stringent regulatory requirements related to liquidity and capital.

  
  

• EdTech Decoded

  Venture capital (VC) investors continue to drive the investment momentum in the online learning market. This continued interest is largely attributable to the evolving preferences of educational institutions, which have embraced a hybrid model of learning due to the COVID-19 pandemic. The global health crisis compelled educational professionals to adapt to a remote teaching environment, reaching students in even the most remote corners of the world. Edtech companies had an outburst in fundraising in recent years. Prominent EdTech players such as Byju’s, Unacademy, GoStudent, upGrad, Eruditus, Classplus, BrightChamps, Cuemath, LEAP, and Teachmint have emerged as standout startups, securing significant funding to further their growth and innovation initiatives. In this edition of EdTech Decoded, we bring you insights into the sector’s performance after the extended pandemic outbreak as well as notable funding trends across the globe in the EdTech space in 1H23.

• Global M&A - Q3 2022

  In the third quarter, dealmakers’ appetite for M&A fell even further. The number of global M&A transactions declined for the third consecutive quarter in Q3 2022, as the rising interest rates, continued inflation, and impending recession posed challenges for dealmakers. The total deal value was US$ 573 billion in Q3 2022, a 42% decrease from the previous quarter’s total of US$ 981 billion. 

  Despite the general slowdown in the M&A market, investors increased stakes in various areas, including technology, real estate, industrials, and healthcare. The amount of M&A activity this year has been considerably less than anticipated. Inflation, global unrest, and rising interest rates are some factors that slowed M&A activity this year. However, these factors may present opportunities for dealmakers in 2023, including distressed M&A and ESG opportunities, with the energy and technology sectors expected to dominate in the near future.

  
  

• HealthTech Decoded: 2021
  HealthTech deal activity reached new heights in 2021 as new subsectors with innovative solutions emerged. Connected care maintained its position as a hotbed of investment activity, as consumers continued to seek virtual healthcare advice rather than in-person visits.  As the pandemic prompted healthcare providers to modernize tech stacks, companies providing data management solutions saw a significant rise in demand. Similarly, the increase in corporate wellness initiatives encouraged investments in enterprise HealthTech solutions. As overall liquidity in the market remained high, 2021 also saw the number of megadeals surge 2x vis-à-vis 2020. In this edition of HealthTech Decoded, we bring you insights into the sector’s performance after the extended pandemic outbreak as well as notable funding trends across the globe in the HealthTech space in 2021.

• M&A in Artificial Intelligence | Q1 2023

  Artificial intelligence has been a buzzing term for quite some time now. The sentiment continued as we entered the first quarter of 2023, with the M&A market recording strong activity in AI. Although the number of AI technology deals slid from 200 in Q1 2022 to 186 in Q1 2023, the total deal value in Q1 2023 was US$12.7 billion compared with US$4.6 billion in Q1 2022. AI funding fell 43% QoQ to US$5.4 billion in 2023, the lowest quarterly total since Q1 2018. Meanwhile, deals slid for the fourth quarter in a row to 554, the lowest tally since Q4 2017. AI unicorn births remained stagnant at five compared with that in the previous quarter. However, AI advancements are expected to benefit investors across a diverse range of technical and creative fields. Several technology companies have developed AI-powered chatbots and increased collaborations and partnerships to integrate and bolster AI capabilities. Going forward, tech giants are expected to actively undertake M&A activities in the AI space.

• Growing Consolidation in the US Oil & Gas Sector

• Metaverse – Mapping Investment Opportunities

  The COVID-19 pandemic has led to a rise in consumers’ expectations and need for more fulfilling and immersive communication methods. Numerous consumers are seeking ways to adopt the metaverse. Metaverse is considered the next generation of the Internet, ready to penetrate every sphere of human activity. Tech companies worldwide are gearing up to adopt the new technology by including it in their core business activities. Metaverse-specific investments have risen in the past few years. Several tech companies are looking to gain the first-mover advantage through large-scale acquisitions in this space. Metaverse-related ETFs have hit the market over the last 12 months, and many are in the pipeline. Globally, investors have been very bullish about the theme, and prominent institutional investors consider it a game changer. The metaverse also opens doors to key investment areas such as hardware, infrastructure, virtual platforms, payments, content, and assets

• M&A in Aerospace and Defense | Q3 2023

  The aerospace and defense (A&D) industry is highly competitive, with a limited number of major players. Consequently, mergers and acquisitions (M&A) activity in the sector is low, but when deals happen, they are often large and transformative. Recently, there has been a trend toward consolidation in the A&D sector, as companies look to gain scale and market share. This has been driven by several factors, including the rising cost of developing new technologies, the increasing complexity of defense programs, and the growing importance of global supply chains. M&A activity in the A&D sector is expected to remain strong in 2024, as companies look to consolidate their positions and gain access to new technologies and markets. Due to increasing importance of artificial intelligence and other emerging technologies in A&D, companies are looking for targets with expertise in these technologies to develop new products and services and improve their operational efficiency. Overall, the outlook for M&A in the A&D sector in 2024 is positive, as it can be a powerful tool for companies to achieve their strategic goals.

• Exploring the Rise and Impact of US RIA

  There has been a global shift in recent times to clean technology as advancements in electric vehicles (EVs), as well as solar and wind energy, gain momentum. However, there are several limitations in the existing energy-storage mechanism. Lithium-ion batteries are primarily used for energy storage, but lithium is scarcely available and highly expensive. Additionally, such batteries are relatively unsafe, and there have been several reports of batteries overheating and bursting. Sodium and zinc batteries are good alternatives to overcome these issues. Both metals are more widely available than lithium and cost less. However, their lower density means that sodium and zinc batteries would be larger and heavier. Therefore, such batteries could be used in applications where stationary energy is possible or in EVs, with limited mobility. Startups and well-established firms are making significant investments in the development of sodium and zinc batteries and are likely to reap strong returns.

  In the ever-evolving landscape of personal finance, individuals seek not only financial stability but also strategic guidance to optimize their investments. This is where Registered Investment Advisors (RIAs) emerge as key players in the financial ecosystem. RIAs, regulated by the Securities and Exchange Commission (SEC) or state authorities, offer personalized financial advice and comprehensive wealth management services, putting the client's interests at the forefront. In the dynamic landscape of financial advisory services, the United States takes center stage as the epicenter of Registered Investment Advisors (RIAs). With over 96% of RIA firms based in the U.S., their influence extends globally, managing an impressive 90% of the world's managed assets. In 2022,  the sector, consisting of 15,114 advisers overseeing $114.1 trillion for 61.9 million clients, experienced a growth of 2.1%. Despite challenges from an unstable global economy causing a decline in assets under management for the first time since 2008, Registered Investment Advisors (RIAs) persevered and maintained their success. The RIA industry is witnessing transformative trends, characterized by a robust merger and acquisition market, the emergence of new industry players, advancements in AdvisorTech, and evolving client expectations.

  
  

  
  

  
  

  
  

• High Yield – US Spotlight

  Rising Inflation, supply-chain disruptions, and tightening financial conditions have created a negative sentiment amongst the investors. In Year-To-Date 2022, the US High Yield funds witnessed net outflows of $33.8 billion. Year-To-Date July 2022 returns of major asset classes, including HY, were significantly negative. Equities and Emerging Markets have underperformed, compared to debt and developed markets, respectively, while oil markets are a clear winner. On the risk front, spreads have widened highlighting the rising credit risk. The spreads of CCC & lower rated bonds are trending over 1,200 bps. As cost of borrowing increases, corporates have struggled to refinance and/or issue new debt resulting in a substantial decline in high yield issuances in YTD 2022. Furthermore, Federal Reserves’ aggressive stance to hike rates and abate inflation, could have negative implications on growth. The most widely tracked 10Y-2Y US Treasury spread has entered negative territory in July as fears of recessions grip the market. High financing costs and weak cash flows could lead to increased number of companies filing for relief under Chapter 11 bankruptcy protection. The high-risk scenario, however, represents high return opportunities. Investors might stay away from riskier CCC & lower rated bonds and diligently look towards BB / B rated bond for higher yields.

• Bridging the Gap with White-label Fintech

  The fintech sector has witnessed rapid expansion and groundbreaking advancements, revolutionizing the delivery and consumption of financial services. White-label fintech emerges as a crucial catalyst in this transformation, enabling enterprises to utilize pre-existing financial technology platforms and services, rebranding them as their own to provide to their customers.

• Global Private Equity Factbook – Q1 2023

  Global private equity investments fell in Q1 2023 due to a worsening macroeconomic environment. Consequently, PE activities are expected to slow down and equity finance is likely to play a more prominent role in driving deals.

• Fintech Decoded: 2022

  Fintech deal activity in 2022 witnessed high volatility, with subsectors such as Payments+ and Blockchain/Crypto receding, while Business Solutions and Financial Markets domains gained prominence.

  The emergence of new Covid variants, soaring US inflation, withdrawal of stimulus measures by the Fed and successive interest rate hikes leading to a recessionary environment, regulatory uncertainty caused by GDPR, China’s ban on cryptocurrency, a worse-than-anticipated slowdown in China, geopolitical impacts of the Russia-Ukraine war, and soaring Eurozone inflation have caused the downturn in 2022.

  The global economic and political landscape is becoming increasingly uncertain, which has made venture capital firms more cautious about investing. Fintech companies with strong value propositions and sustained profitability will continue to attract investment, particularly in sectors such as RegTech and Cybersecurity.

  The Blockchain/Crypto segment plunged significantly owing to the Terra (Luna) crash and FTX bankruptcy in 2022. As investor interest in crypto solutions pulled back, the broader blockchain space started to gain more traction with companies using blockchain-based technologies.

  The increasing complexity of the regulatory environment with several changes in different jurisdictions (e.g., Basel IV, the EU Market in Crypto-assets Regulation, the Digital Operations Resilience Act, the AI Act, the Digital Services Act, ESG standards) enables greater focus and investment in the RegTech segment.

  In this edition of Fintech Decoded, we bring you insights into the sector’s performance following the macroeconomic headwinds, along with notable funding trends across the globe in the fintech space in 2022.

• Business valuations using the Backsolve Method

  Valuation of startups is a tricky business due to lack of quantifiable metrics. However, the Backsolve method is widely accepted and increasingly used by appraisers.  The formulas and ways to analyze under this method are mathematical, rendering it fairly reliable and accurate.

• Global Private Equity Factbook – Q3 2022

  Global PE dealmaking slowed down in Q3 2022, due to macroeconomic uncertainties, but reported the strongest nine months in the last five years, with capital investments growing at 21%. The PE deal activity is expected to remain subdued towards the end of the year.

  
  

• HealthTech Decoded 1H22

  HealthTech funding cools down in 1H22, while the number of investments reached new heights as new subsectors with innovative solutions emerged.

  Investment momentum in connected care continues to be on the lead for VC investors, as telehealth and patient monitoring are among the top trends of 2022. COVID-19 forced healthcare professionals to deliver care to patients from the remotest corners of the world.

  Big software and tech giants such as Microsoft, Amazon, Google, and Oracle make a concerted push toward healthcare. On June 8, 2022, Oracle (NYS: ORCL) acquired Cerner for approximately USD 28.3 billion, the largest M&A deal in the history of HealthTech. The acquisition may be enable Oracle to capitalize on the emerging cloud opportunity in the healthcare sector.

  Global M&A deals decreased in the first six months of 2022 as the world’s major economies raised interest rate to tame runaway inflation, grappled with the conflict in Ukraine, and faced a bearish stock market. 2Q22 has recorded the lowest quarterly number of deals in the last four years as dealmakers fretted about the growing probability of a recession.

  In this edition of HealthTech Decoded, we bring you insights into the sector’s performance after the extended pandemic outbreak as well as notable funding trends across the globe in the HealthTech space in 1H22.

• Global Private Equity Factbook – Q4 2023

  In Q4 2023, private equity investments saw a rebound as concerns over potential interest rate hikes and the severity of the global economic slowdown diminished. Private equity activities are expected to increase in the coming year, driven by a rise in distressed transactions and an uptick in secondary buyouts.

  
  

---