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  • Will Indian Generics Makers Target Niche Pharma Markets in the US?

    With growing interest in low-cost healthcare options, the US pharma market could be a more lucrative opportunity than their domestic markets for Indian generic drug makers.

  • Is the US headed for a recession?

    A full-fledged trade war between the US and China, reminiscent of the Cold War, could result in U.S. imposing tariffs on all goods traded between the two. The resultant tax burden would push cost to a degree that U.S. companies would not be able to countervail them through cost pass-through or cost rationalization, thereby whittling down operating margins. The tax increase would also wipe out most of the long-term gains of the Tax Cuts and Jobs Act. As corporate fundamentals weaken, expansion and investment plans would be shelved, resulting in job cuts. Consumer confidence would take a beating, resulting in reduced consumption. The factors mentioned above could have a domino effect and push the US and (consequently) global economy to the tipping point of a full-blown recession.

  • The US IPO Market is on an Upswing in 2017

    While the number of IPOs in the US decreased from 275 in 2014 to 105 in 2016, the US IPO market has rebounded in 1H2017. The rebound can be attributed to a backdrop of stable economic indicators, strong job growth & improved corporate earnings, all of which should make for low market volatility in the coming quarters.

  • Personal Finance Hacks to Revive the US Economy

    The net worth of an average American in the retirement age group of 65+ currently stands at ~$244,450; it drops to ~$94,450 if home equity is excluded. Even if one were to assume that all the equity tied up in home ownership can be tapped into by means of a reverse mortgage, an optimistic spending rule of 5% would yield an annual payout of ~$12,223, substantially short of the estimated requirement of ~$22,500 per year per person.

  • M&A Trends in US Technology Sector

    Technology acquisition has been the preferred way of strengthening position and expanding for both tech and non-tech companies in the US. M&A activity across major technology sub-sectors, including software, technology hardware & equipment, IT services, internet software and semiconductors, is driven by increased interest from non-tech companies and PE firms, and the need to acquire new age technologies such as IoT and AI.

  • Future of US Grocery Shopping: Cheaper, Smaller, Smarter

    Is the US grocery industry witnessing a “transformation” or “disruption”?

    As grocers try to find an answer to the biggest question, it is certain that the industry is at an interesting crossroads. Grocers are increasingly feeling the impact of intense competition, whether to win price wars or attract customers to pay higher prices.

  • US Equities Rally — Is There an End ‘Round the Bend?

    An economic slowdown, while worrisome for investors, is not as concerning as the basis on which market valuations seem to have been pegged. 

  • Upbeat US IPO activity, not for Unicorns though

    The spectacular line-up of IPOs at the start of 2019 implied it would be a blockbuster year for the primary market in the US. The decline in issuances over 2018 was offset by increase in the value of issuances during the year. Unicorns such as Uber, Lyft, Slack that had raised billions in multiple rounds of private equity/VC funding seemed set to shatter the traditional 'path to profitability'. However, closer to the end of 2019, the picture is rather different: the IPOs of these 'gig economy', 'millennial focused' companies could not escape the scrutiny of a wider investor base in secondary markets. This clearly indicates that public investors do not share the same faith expressed by private equity investors in mere user aggregation and future monetization.

  • COVID-19: Impact on US M&A Market

    The ongoing health crisis, coupled with the resultant economic slowdown, has severely impacted the US M&A market. Numerous deals were either put on hold or cancelled in the last one month. Though in the medium term the recovery of the market would be sluggish, going by past economic downturns, this could be the right time to sign M&A deals. During downturns, quality companies are available at 13–21% valuation multiple discount, while previous cases show that deals carried out during this period generated almost 10% higher returns for shareholders.

  • Growing Competition in US Media Industry Driving Acquisitions

    The astronomical success of Netflix has disrupted the traditional entertainment market, luring tech players to the newly created SVOD segment and forcing incumbents to adapt. With content as the key differentiator, companies are either investing heavily in original content or acquiring traditional companies with popular existing content. Some companies are also using this opportunity to diversify or enter new segments through acquisitions. The past year has seen many major deals, including mega mergers such as Disney-Fox Corp and AT&T-Warner. The momentum is expected to continue as small media companies look to partnerships to boost scale or gain synergy.

  • North American Cannabis Sector: Challenges Facing Cannabis Companies in the US and Canada

    While 2019 may have been a difficult year for both Canadian and US cannabis companies, 2020 is expected to provide more reality checks. Even as the pace of legalization continues in the US with presidential candidates assigning cannabis a key position in their campaigns, multi-state operators (MSOs) are battling with operational and capital issues, and cash crunch. On the other hand, Canada grapples with supply issues. Canadian regulators are working to remove bottlenecks through efficient licensing.

  • Are institutional brokerage rates in the US headed toward ‘zero’, in line with retail brokerage rates?

    On October 2, 2019, some of the largest online stock brokers in the US – Charles Schwab, E*Trade, and TD Ameritrade – mirrored each other’s moves in cutting the commission/fee charged for online trading to zero. The impact was immediately reflected on their shares prices that tanked as much as 12% (Schwab) to 28% (Ameritrade), depending on the share of revenue generated from commissions. While the quick succession in which fees were slashed has caught everyone’s attention, the latest round is only the most recent in a multi-year battle to retain customers and attract new ones (younger) amid direct competition (the ‘Robinhood’ model of zero fees) and changing industry dynamics (continued shift to passive investing). The decline in revenues following the cut in fees would prompt retail brokers to look for various ways to bridge the gap (cost cuts, consolidation, and diversification of revenues). While it is difficult to predict what would follow next in the retail broking space, the pressure on institutional broking will most likely intensify as the ripple effects of rates being slashed to zero spread industry-wide.

  • Six Sectors That Could Boom During the Trump Administration

    Here’s where to put your money if the Trump administration sticks to its guns.

  • Changing Consumer Habits Herald Innovation

    Developments in the food & beverage (F&B) industry, an essential part of the US economy, are noteworthy. Changing consumer demand is creating opportunities for businesses to grow. As competition heats up, it becomes important to capitalize on the latest trends in order to stay ahead in the race. This article explores some of these trends and the potential for players in this business.

  • Asset purchase versus stock purchase - Which one suits your transaction more?

    A company is usually acquired through one of the two routes: acquisition of equity shares of the target business or acquisition of its assets. Various aspects are taken into consideration while making this decision, such as tax exposure, hidden liabilities, existing contracts, and intellectual property rights. The decision also factors in the acquirer’s objectives and reasons for the acquisition.

  • The 2016 US Presidential Election - Not Your Typical Year

    While election years usually bode well for the American markets and economy, 2016 could defy the norm. The Chinese slump and slipping oil prices are likely to weigh heavily on an already ailing American economy.

  • Debt Settlement Industry in US

    The American dream has always attracted people from across the globe. But sadly, today this lustrous dream is losing its sheen due to the growing debt crisis the country is grappling with. Those classy chip-embedded cards or credit cards, as they are known, have proved to be a boon for some while a bane for the others. Total consumer debt, comprising credit cards, mortgage, student loans, and auto loans, in the US climbed to $13.2bn as of Q2 2019. How is the country and its citizens going to escape the enormous debt they have hanging over them?

  • US-China Trade War: And The Winners Are...

    Over the last year and a half, the US-China tariff war has had a significant impact on trade diversion, creating both winners and losers. It has reshaped supply chains globally. The hike in tariff prompted the US to shift its supply chains to other Asian countries, while Chinese firms increased sourcing of goods from the Americas, excluding the US. Vietnam emerged as the biggest beneficiary and has since seen the most significant increase in market share, particularly in electronics and textiles. Asia’s other emerging economies, such as Bangladesh, Taiwan, and Thailand, have also benefitted from the trade war.

  • US Cannabis Sector: Resilient Amid Economic Turbulence

    The US cannabis sector’s sales and stock performance has been resilient, despite the current economic instability amid the COVID-19 pandemic. The US Marijuana Companies Index and S&P 500 touched all-time lows in March; however, despite being down year to date in 2020, the US Marijuana Index has rallied and outperformed the S&P 500. The sector’s strong market performance has been backed by a surge in sales in key adult-use legal markets over March to May 2020, as consumption remained inelastic to the economic downturn. A few cannabis operators such as Green Thumb Industries and Turlieve have delivered strong price performance in 2020, while large companies such as MedMen and iAnthus are facing challenges. Overall, the sector remains as viable as when the green rush started in 2018, although the valuations in the sector have diminished drastically since then. Opportunities for growth are plenty in the legal cannabis space in the country as has been demonstrated by sales that continue to grow, despite economic pressures.

  • US Housing Market: Will Robust Demand Continue?

    While the US economy sank a record 31.7% in 2Q20, the country’s housing market has shown tremendous resilience. Demand for housing rose across segments in the sector, but bigger homes in suburban or rural areas have attracted more buyers and generated interest. Is this a short-term effect of the pandemic or a long-term trend?

  • Digital – the Future of Pharmacy in the US

    Technology has permeated every industry worldwide today, including healthcare. Within this space, the digitalization of pharmacies has surged over the past few years, especially in developed markets. In the US, many start-ups have entered the online pharmacy space and received robust venture capital support. Traditional brick-and-mortar shops have seen the light and moved online while e-commerce giants like Amazon are entering this space via partnerships. Will physical pharmacies eventually give way to digital-only presences in the US? This remains to be seen.

  • US Elections – Impact of Presidential Change on Equity Markets

    With the US Elections slated to be held on November 3, 2020, curiosity about who would be the next American President is growing. Amid global tensions due to the COVID-19 pandemic and other geopolitical issues, citizens are hoping for a strong leadership. For Donald Trump, the current Republican President, the challenge to retain power has increased as voters’ attention has now shifted from concerns such as social equality to managing the huge number of COVID-19 cases and stimulating the economy, which has been severely hit by the pandemic. Can a leadership change from Donald Trump to Joe Biden positively impact equity markets?

  • How is COVID-19 impacting the US Cannabis Sector?

    The cannabis market in the US was reaching new heights, but like other sectors it might see slowdown due to the COVID-19 pandemic. Sales witnessed a sharp jump in the first half of March but declined in the second half. There were ongoing efforts to legalise the plant across states and federally, but the efforts in that direction have now ebbed due to the more pressing issues of stabilising the economy. As given the unabetted economic slowdown, and with no respite in sight, how will the cannabis sector fare?

  • Is the US economy heading toward a significant market correction?

    The US markets suffered its worst week in over a decade as investors went into panic mode with the S&P 500 losing almost 11.5% in a week, rapidly wiping out nearly a year’s worth of steady gains. With the longest ever 128-month expansion, investors are skeptical about a significant market correction in the short term. Moreover, the impact of coronavirus may weaken the Chinese economy and, in turn, US and other markets. Though economic indicators, such as the yield curve inversion and PMI data, provide substantial evidence for a correction, valuations remain on the higher side.

  • PE Firms Going Long on US Online Short-Term Rental Market

    The vacation rental homes industry has developed rapidly and is set for more growth. Due to the promise it holds, the market has not only attracted venture capitalists but also witnessed an increase in mergers & acquisitions. This growth can be attributed to technological advancements and the market’s online nature, making it easy for travellers to choose, review and book. Hotel chains are also entering this space through either mergers or by creating smaller entities within to have a slice of the pie. Outlook for the industry remains positive and disruptive technologies will redefine the domain further.

  • Consumer Non-durables in US Brace for Tougher Times as Economic Rampage Continues

    The COVID-19 crisis is not likely to get over anytime soon. Several countries have already declared their economies are in recession. Sectors like consumer non-durables have been adversely impacted as the purchase of non-essential items has completely stopped. With lockdowns disrupting supply and demand declining, there seems to be no respite for the sector in the near term.

  • What Will a Trump Presidency Mean for Global Markets? — A Short and Long-term Overview

    The world's waiting with baited breath to see how hawkish the Trump presidency will really be.

  • Obama's Climate Clean Up!

    The US Environmental Protection Agency’s (EPA)’s Clean Power Plan (CPP), which EPA unveiled in 2014, is expected to be finalized in early August. This plan mandates all states to reduce their carbon dioxide emission from existing power plants.

  • The Internet of Things (IoT) — Changing the Manufacturing Sector’s Landscape for Good

    Rising consumer demand, increasing technology penetration, and the advent of modern machines are disrupting traditional manufacturing processes, compelling the manufacturing sector to become more autonomous and self-driven.

  • Will the oil market plunge sink all producers?

    The bloodbath witnessed by the crude oil market on the weekend of March 08, a ‘seismic’ event of sorts, saw oil prices nosedive to record lows. First, on Friday, March 6, news came in that talks between OPEC and select non-OPEC countries led by Russia for the extension of production cuts had collapsed; this implied that all producers would be free from April 1 to pump as much oil as they could. The likely result would be an oversupply in a market already grappling with slowdown in demand following the outbreak of coronavirus. Second, on Saturday, March 7, there was news of Saudi Arabia offering discounted prices to customers in line with its aggressive strategy to increase market share. This could potentially prompt producers across markets to cut prices in their bid to garner a bigger share. The overall impact was a mayhem in oil prices that led major research houses to substantially revise price targets downward. The developments may have far reaching negative impact, albeit in varying degrees, on all oil producers, from GCC countries to Russia to US shale oil producers.

  • Will Saudi Arabia and Russia agree on production cuts to save oil market?

    Oil prices are gyrating due to the delay in Saudi Arabia and Russia reaching an agreement on cutting production. In a hostile environment, amid oversupply and falling demand, oil prices have become extremely volatile. Due to the pandemic and resultant shutdowns, demand has taken a hit, but market conditions for oil were challenging even in pre-COVID-19 days. With no respite from lockdowns in near future, oil storage facilities may reach capacity soon and logistics would become expensive for producers. Prospects, therefore, hinge on Russia and Saudi Arabia reaching an agreement soon. Expect prices to remain skewed downwards for some more time.

  • Four Technological Advancements That Could Change the Medical Tourism Landscape as We Know It

    The next wave of medical tourism growth will be assisted by superior technological systems and services.

  • What drives commodity prices- speculation or fundamentals?

    Commodity prices are affected by various factors. While demand and supply dynamics could be the underlying cause of fluctuations, at times, other forces too create ripples in the market, such as speculation by traders, and changes in government policies. What is, therefore, the main cause of price fluctuation historically and has it changed?

  • Transformational Technologies During and After COVID-19 Lockdown

    COVID-19 is changing the world around us. While technological transformation was already underway in most industries, the pandemic has quickened its pace, making its adoption necessary. Due to social distancing and restricted movement, various sectors across the globe are facing disruption. However, technological advancements in transportation and logistics, factories, and healthcare can help automate the most essential tasks. What are the emerging technologies that can help us navigate through these difficult times?

  • 7 Factors That Are Holding Back China’s Shale Gas Revolution

    China’s aim to replicate the US shale gas revolution by 2020 has been stalled owing to multiple market, economic, and technological challenges.

  • Kuwait Inflation Is at Its Lowest Since March 2004

    Kuwait’s consumer inflation declined to 0.5% YoY in September 2017 following a 1.2% YoY gain in August, according to Kuwait’s Central Statistical Bureau. This was the lowest inflation since March 2004. 

  • 4 Tasks in Facilities Management That IoT Could Take Over

    Recent advances and innovation in the industry pale in comparison to what’s arguably its next big thing - IoT enablement.

  • How Plastics Can Boost 3D-Printing of Medical Devices

    The wide usage of plastics, especially photopolymers, can evidently unlock the great potential, in terms of applications, of 3D printing of medical devices.

  • Researchers Focus on Manufacturing Wind Turbine Blades

    About 1,500 patent publications have been filed each year for the past 5 years. China, US and Europe are preferred geographies for patent protection

  • Plastics Reshaping Wearable Medical Devices

    Metals and ceramics are prevalent in the medical industry. However, the unique properties of polymeric materials and their blends exhibit potential as better replacements for conventional materials.

  • Surge in GCC sovereign bond issuances at attractive yields: Buyers underpricing risk?

    Multibillion-dollar bond issuances in April 2020 by three Gulf Cooperation Council (GCC) countries – Qatar, Abu Dhabi and Saudi Arabia – have galvanized the fixed income market, especially the emerging economies segment. The attractive yields offered prompted fixed income investors to submit bids exceeding the issue size. However, the region is reeling under the impact of the slump in oil market, besides the economic fallout of COVID-19-induced lockdowns. Therefore, the question arises would the yields adequately compensate for the risks.

  • International Beer Brands Are Betting Big on Africa’s Untapped Beer Market

    Surging urban populations and better economic tides are good news for a budding African breweries sector; localization and aggressive expansion likely as several international players vie for a slice of the pie. 

  • Twitter — A Crystal Ball for Asset Managers?

    Crowdsourcing through social media could be the next big thing in an asset manager’s analytical arsenal. 

  • COVID-19: The Worst Time to be a B2B Salesperson. Or is there a Way Out?

    It was the best of times and then suddenly it was over. As coronavirus continues to dominate news and change priorities for virtually everyone, many of us in B2B Sales are likewise gasping in search of ideas that will bring back customers and revive demand for our products and services. What to do?

  • Will Clean Meat Make the Cut in Asia?

    There are clear signs that clean meat is set to debut in Asia. San Francisco-based company JUST announced plans to introduce its cultured chicken nuggets in Asia sometime this year. A pertinent question at this point is: is the chain of events actually substantiated or is it what the industry and media would like us to believe?

  • How Risk Return Relative Value Approach Helps Create Higher Alpha for Global Credit Portfolios

    Security selection for a Fixed Income Investment portfolio is a critical task in the entire portfolio management process. In contrast to the conventional top-down approach, the Risk Return Relative Value approach offers an alternate investment screening mechanism that helps generate higher returns for investors.

  • Polyester 2020 - A Tough Road Ahead

    Polyester prices that continued to decline in 2019 as a result of falling prices of raw materials are expected to fall marginally in H1 2020. Continuous reduction in feedstock prices (PTA and MEG) as well as oversupply of polyester in the market are the other reasons for decreasing prices. Slowdown in the global economy, coupled with the ongoing US-China trade war, has further weakened the demand for polyester, negatively affecting its prices.

  • MiFID II — Impact on the EU’s Research and Trading Desks

    The European Commission approved the Markets in Financial Instruments Directive II (MiFID II) in April last year, regulations that are slated for implementation by 3rd January, 2018.

    The directive requires complete unbundling of research costs from trading commissions in order to ensure efficient market performance and transparency, with significant implications for inducement-related considerations among both buy-side and sell-side firms.

  • Global Dollar Shortage: Back and Here to Stay

    Amid the COVID-19 pandemic, demand for dollar – the global reserve currency – has increased. The recent turmoil in financial markets, a lack of liquidity and falling global trade has led to the strengthening of the US dollar vis-à-vis other currencies. The Federal Reserve has responded aggressively with interest rate cuts, quantitative easing and establishment of swap lines with major central banks to ensure liquidity and that the foreign exchange market functions smoothly. However, the measures proved inept in preventing the dollar index from touching an 18-year high. Is the dollar shortage a long-term scenario or a kneejerk reaction? Read on to find out.

  • Why Tech Watch Should Be a Part of Your Competitive Intelligence (CI) Strategy

    “Opportunities are never lost; someone will take the ones you miss.”

    ― Andy Rooney

  • Oil & Gas Players Need to Weather Serious Regulatory Reforms to Counter Climate Change

    2016 is going to be a year of reckoning for the Oil & Gas industry.

  • Oil Prices May Rise if the OPEC Algiers Accord Holds

    Crude prices jump over 6% as OPEC reaches consensus on production cuts; builds hope that oil prices will rise.

  • How to Mitigate the Impact of Brexit Through Sound Procurement Practices

    While uncertainty about the UK’s decision to leave the European Union may be abating, the slew of changes it entails in everything from exchange rates and laws governing contracts to logistics and trade rules are forcing companies to reconsider their procurement strategies.

  • Dubai – A Rising Star of Medical Tourism

    A number of significant investments as well as several favorable factors have made Dubai a medical tourism hotspot in the GCC region.

  • Are Global Equity Markets Riding on Select Stocks' Coat-tails?

    Global equity markets have defied the overall negative economic trends over the past six months and have continued to rise. However, a closer look reveals that this recovery is mainly due to an increase in stocks of select companies in just few sectors, led by IT, and not broad based. Several industries are badly hit, and their stocks would continue to exert downward pressure on indices till the onset of economic recovery. As economies recover unevenly from the COVID-19 crisis, the ongoing US House antitrust hearing on tech stocks and any possible action against tech companies may create short-term pressure on these stocks, and consequently, broader indices.

  • Euphoria in Indian markets following elections: Will it last the next five years?

    The grand finale of the Indian political version of Game of Thrones culminated with a landslide victory for the BJP in the general elections held in May 2019. That markets were welcoming of the mandate was reflected in the euphoric jump made by benchmark indices as exit poll results poured in. However, markets seem to have moderated since then. The new government faces challenges on the economic and policy fronts, especially trade, in the light of the US upending long established systems and practices. Will these issues take the sheen off the post-election rally in Indian markets? How will the new government’s decisions or actions impact markets; will economic data override the externalities?

  • OPEC Production Cuts Announced — Rebalancing Expected in 2017

    OPEC members agree to cut crude production to 32.5mn b/d until June 2017 — reducing global oil supplies by about 1%.

    The agreement among all 14 member countries will be effective for six months starting January 2017, with a provision to extend the deal until December.

  • Expect Sturdy Growth in the GCC’s Education Sector

    Most oil-exporting Arab states face the analogous challenges of fostering inclusive growth and creating job opportunities. The present slump in oil prices has exacerbated these challenges. Given the facts, economic diversification could be a viable option to boost growth, create jobs, and improve resilience to oil price volatility in the long run.

    This won’t be possible, however, unless the GCC’s education sector can gear up to give their students a fighting chance on a global playground.

  • EM Bond Markets – Thematic Relative Value Ideas for EM Credit Markets

    Emerging market bond indices have been highly volatile over the past couple of months, mainly due to investor concerns over US elections, a UK slowdown, and weak Chinese data. A couple of defaults and instances of restructuring in markets like South Africa are some of the highlights on the short side of the spectrum.

    While EM bond markets have recovered from their lows in December 2016, we believe concerns over rate hikes and currency volatility have led to investors adopting a cautious approach.

  • Investing in Saudi’s Consumer Staples

    Consumer Staples, prized for their slow but steady growth in investment portfolios, are generating higher alpha than ever before.

    They’ve not only been more resilient to the usual market headwinds but also have tremendous potential to grow, bolstered by technological disruptors and a growing consumer base among the world’s emerging market middle class.

  • Commercialization of Nano-additives — Labs to Market

    Through the application of nanotechnology, existing products such as fuel, cement, or food can be manipulated on an atomic, molecular, or supramolecular scale by means of nano-additives/nano-fillers so as to enhance their physical or chemical properties. 

  • 8 Things to Look for in a Good Research Partner

    If you're in business, you're at war.

    Odds are you’re also trying to run a lean business, which means you've not got enough manpower to chuck into the trenches.

    When it comes to gathering critical information about the markets, the competitors, or even the feasibility of key business decisions; most firms operating out there have in-house research experts that are a jack of all trades, but masters of none. And this might work in few cases.

    Sometimes though, and this definitely sneaks up on the weary that aren’t wary, you’ll need to spring a little extra for situations that call for specific expertise.

    Your first big decision is whether you want to tackle this internally, or hire a Research Partner. 

  • Innovative Plastics & Polymer Additives for Smart Packaging

    The smart packaging market is gaining traction, especially among sectors such as food and pharma, and is likely to boom in the coming years. 

  • 9 Things to Research Before You Enter a New Market

    One man’s ignorance is another man’s opportunity.

    In a world where external forces are impacting business’ success like never before, conventional wisdom and experience can no longer guide future strategies. To gain a strategic advantage, companies must learn about the what, where, and why of the market environment they plan to enter.

    They need a good Competitive Intelligence (CI) strategy.

  • Technologies Inspired by Nature

    With over 3.8 billion years of rigorous R&D, Nature is, by far, the most sophisticated and powerful innovator there is.

  • IP Theft – China and Beyond

    The world economy has long grappled with the effects of intellectual property (IP) theft, either aided or overlooked by the Chinese government. Due to rising economic costs, a strong international outcry has erupted over failure to contain surreptitious Chinese malpractices in global technology and manufacturing, resulting in an outflow of proprietary corporate and military property.

  • Inclusion in MSCI EM Index Fuelling Bullish Sentiments for the Saudi Stock Exchange

    The prospect of inclusion in the Morgan Stanley Capital International (MSCI) is fuelling bullish sentiments for the TASI, which could sustain well into the next three years. 

  • Are Mergers and Acquisitions the Way Forward in the Global Reinsurance Industry?

    Massive claims during catastrophe makes reinsurance a risky business. A range of structural trends further undermines their performance. Amidst these challenging environment, mergers and acquisitions are a great way for reinsurers for their survival and growth.

  • Are Electronics and Automotive Manufacturing companies shifting their base from China to Vietnam?

    Vietnam has emerged as a favorable alternative production destination for the electronics and automotive industries. This is due to several factors: the country’s robust economic growth (+6.8% YoY in 2019, driven by increasing FDI), increase in imports (+10.5%) and exports (+7.3%), multiple free trade agreements, rise in industrial production, low raw material costs, and high availability of raw materials and suppliers.

  • How to efficiently transfer wealth to successive generations

    Estate planning is a crucial aspect of wealth management and enables an efficient transfer of wealth to subsequent generations and other beneficiaries. The taxation of estate planning is tricky; hence, expert help is needed to carry out this task in a manner which can ensure that the beneficiaries are able to access their inheritance with the least possible tax liabilities.

  • OPEC Production Cuts Still Undecided — Oil Slides Again Due to Sagging Sentiment

    Iraq’s out, Trump’s in, and the oil market is writhing due to growing uncertainty.

  • Are you ready for the upcoming transformation in the global lithium industry?

    From mining to production, the race is on to dominate the lithium supply chain. While Chinese companies are aggressively expanding through mergers and acquisitions, new entrants to the market are expected to disrupt the supply dynamics. Lithium production is expected to grow driven by the overwhelming demand for lithium for use in electric vehicle batteries. However, changing demand dynamics are throwing up challenges in areas of capacity utilization, future opportunities, battery packing, and new chemistries. It is thus vital for companies to track the ecosystem so they can plan sustainable actions.

  • Smart Clothing – Apparels That Can Sense, React & Adapt to Stimuli

    The increasing trend of patent filing in smart clothing over the last five years is indicative of the extensive research undertaken in the design and fabrication of smart apparel.

  • The Looming Pension Fund Shortfall - Are Future Retirees at Risk?

    The major shift in demographics with increasing life expectancy is expected to create problems for future retirees, who are expected to outlive their savings. In economies where the population is aging rapidly, one of the key challenges is to provide financial security for the older population. Most economies concentrate their pension fund assets in conventional investments markets – equities and bonds – thereby, depending largely on markets that are volatile and dynamic. This warrants a more cautious and planned approach by fund managers entailing diversification of pension funds from low-risk, low-return to high-risk, high-return asset classes. Moreover, at an individual level, a more prudent approach is required in terms of planning investments and increasing savings.

  • Has COVID-19 Hit Growth of Renewable Energy Sector?

    COVID-19 has impacted almost all the economies globally. Industries worldwide are adversely affected and racing to dodge the impending recession. The power generation industry, including the renewable energy sector, is also facing the fallout of the pandemic. Though the effects on the sector are vague now, these will become prominent in the upcoming months. In fact, the repercussions could be so vast that the renewable energy sector may take few years to regain normalcy.

  • The Future of Flexible Workspaces

    The COVID-19 pandemic not only bloomed into a widespread humanitarian crisis but also crippled the global economy. To survive, companies will need to sustain their operations over the short to medium term. If they withstand the current crisis, the flexible workspace sector could then rebound and have positive long-term prospects. A sector that came up to execute agile real-estate strategies has been now pushed to the forefront with the outbreak. Organizations are likely to look at the flexible workspace market to diversify and add resilience to their occupational portfolios. Thus, flexible workspaces could account for a greater share of workspaces than ever before.

  • Vietnam - A Promising Alternative to China for Sourcing

    Over the last few decades, China has remained the leading export hub for various categories; however, the country is now losing relevance as a trade partner due to several challenges. On the other hand, due to strong growth in economy, high availability of suppliers, lower labor costs as well as multiple FTAs; Vietnam is emerging as an attractive sourcing alternative for global organizations

  • 3D Printing

    3D printing is a process of creating solid objects, where consecutive layers of materials are set in three dimensions until the desired object is formed according to data fed in the modelling software or from the scan of an existing object.

  • Investment opportunities in distressed assets amidst Covid pandemic

    In the wake of the COVID-19 pandemic, nations are deploying various measures to limit causalities. The crude price war between Russia and Saudi Arabia isn’t helping either. The negative impact of the outbreak is felt across sectors. The distressed debt industry will now go into an overdrive as businesses face shutdowns and unemployment rises. Which sectors get affected? How severe will be the impact? 2020 will be the crucial year…

  • Hair Care Preparations

    Hair care encompasses the overall maintenance of the health and hygiene of hair.

  • 5 Flaws and Fixes in P2P Lending That Could Make Banking Obsolete

    Online marketplace lending platforms — aka P2P platforms — could be a real threat to the banking sector if they get these things right.

  • Is Bitcoin a safe haven?

    Cryptocurrency, a currency of the digital era, is slowly changing the norms of conventional trading. Due to its association with the dark net, it has a somewhat dodgy reputation and is not accepted in some countries. However, the currency, which has its origin in blockchain technology, is in fact technically a secure asset. Bitcoin is the most popular cryptocurrency, emerging as a favored asset to trade in due to high returns. This article examines the aspects of Bitcoin trading and its features to see if it can be considered as the next safe haven.

  • COVID-19 Lockdown Plays Well for Gaming Industry

    Natural disasters, recessions, and other such devastating events tend to catalyze industry-wide trends and shift the power balance between sectors. COVID-19’s effect on various sectors, particularly gaming, will be in line with this notion.

  • All that Glitters is Gold

    Gold remains a haven for investors as it is not adversely impacted by the COVID-19 outbreak. The rising gold prices of 2019 are continuing their upward trend in 2020, reaching new highs. The demand pattern of this precious metal is shifting, and the supply side is now facing constraints. Yet, gold could well be the savior that investors need to safeguard their money.

  • COP21 & Its Implications for India

    The Paris summit held in December 2015 marked a ground-breaking global agreement on climate change.

  • Gene Therapy – Promising Method to Cure Diseases

    Gene therapy is ‘the use of genes as medicines’, which involves the transfer of a therapeutic gene into specific cells of an individual to repair an unhealthy gene.

  • Pharma Deal-Making: In the Pink Of Health

    Deal-making in the global pharmaceuticals sector is booming, with no signs of slowing down.

  • 3D Printing of Human Organs — Future Perspective & IP Scenario

    Thousands of patients are waiting for a lifesaving transplant today. Some of these are critical cases, and mortality in those patients is high due to a dearth of suitable donors.

    3D-Printed organs may emerge as a life-saver for such patients.

  • Will active fund management strategy make a comeback in 2019-20?

    Historically, since the financial crisis of 2008, passive fund management has outperformed active fund strategies, prompting investors to pull out cash from active funds and park their money in passive funds. This led active managers to cut down their fees as they looked to boost net returns; however, they continued to lag behind their passive counterparts. Passive funds did exceedingly well in a bullish market, which was marked by adoption of expansionary monetary policies in developed countries that were keen on infusing liquidity and promoting businesses. However, in the current scenario, as the world economy moves toward a slowdown and uncertainty surrounding certain high-profile political events increases, we believe volatility will rise as the year progresses. What do historical trends indicate? Which type of funds perform better in a volatile environment? More importantly, amid recessionary signals and high volatility, can active funds fare better?

  • Has COVID-19 Impacted the Growth Prospects for Wide Bandgap Materials?

    The COVID-19 outbreak abruptly paused the supply chain for wide-band gap materials, however reoccurrence of demand green shoots in 2Q 2020, is likely to reset the market from a proverbial pause mode to an active fast forward stage as wafer suppliers mitigate the existing supply chain conundrum and plan for a longer haul in the semiconductor material market.

  • Market reactions on Coronavirus, Is it overhyped?

    The outbreak of the deadly coronavirus in China has already started affecting various business sectors either directly or indirectly. As the death toll in the country climbs, China is forced to take preventive measures and focus its efforts on people’s health and safety. Increased leaves in factories, along with decreased travel and shopping, are already dragging a few sectors down. Will these effects lead to a global downturn or will they be a short-term panic attack? What will be the impact of this virus on the world economy? We attempt to answer these questions in this article.

  • Why Hope Isn’t Lost For the Indian Markets?

    India has been well marketed by the Prime Minister Narendra Modi with his “Make in India” campaign as a great investment destination over the past year.

  • Regime Based Asset Allocation (RBAA) — Let the Data Talk

    The growth of multi-asset portfolios in recent years has created a need to look beyond traditional asset allocation strategies. Different economic regimes produce significant impact on various asset returns and risks, albeit at varying degrees.

    Dynamically rebalanced asset classes have an established track record of increasing returns while reducing risk. A formal regime based asset allocation strategy could therefore be the optimal option for investors banking on multiple investment possibilities.

  • COVID-19 Impact on Global Oil Industry

    The oil industry is experiencing a dual supply and demand shock due to COVID-19-led lockdown measures across the world. In 2020, global oil demand is expected to decline by 9.3 mbd compared to last year, posing severe economic threats in oil producing countries.

  • Has COVID-19 Disrupted the Future of the Belt and Road Initiative?

    While China is gradually reopening its economy after successfully containing the spread of COVID-19, it is facing multiple challenges on the economic and political fronts. The lockdowns disrupted China’s manufacturing industry, adversely impacting its economy; at the same time, its standing in the global community has been weakened due to its alleged mismanagement of the virus outbreak. The country has been criticized for originating the pandemic, delaying the response, and not disseminating timely accurate information to the World Health Organization. China worsened the situation by engaging in a violent conflict with Indian troops along its shared border region and exhibiting aggressive behavior in the South China Sea. These developments are expected to impede the progress of China’s golden project – The Belt and Road Initiative (BRI).

  • Is alliance the answer to OEMs’ woes in global auto industry?

    The global automobile market is in a turmoil, reflected in declining sales volumes. Geopolitical issues and rising R&D cost due to tighter environment protection norms have created challenges for the industry. This is compelling key players to form alliances and forge partnerships in their bid to survive amid uncertainty. However, the moot question is: Is this enough? How sustainable are the alliances? Let’s take a look.

  • Floating Offshore Wind Energy

    The need for environment-friendly resources and technology is rising. Renewable energy resources are gaining popularity, with wind energy being the second largest source. Though offshore wind is the fastest growing source, floating offshore wind source is also emerging as a powerful source of energy. Platforms and turbines are being developed to garner this energy. Though the resource faces challenges in implementation, it is a viable and economic option, and if a few measures are taken, it can easily become a main contributor of renewable energy.

  • Chinese Industries Adversely Affected by COVID-19

    The COVID-19 pandemic has created an economic turmoil. Industries across sectors are impacted as a result, and nations are preparing for the worst recession of the century. As the virus originated in China, it was the first country to feel the economic repercussions of the outbreak. Some sectors in the country were badly hit and may have to face the cascading effect of the virus as well. It seems that the worst is yet to come.

  • Way Towards a Smarter Power Network

    Smart Grid is a power network that uses advance technology to monitor, communicate and control the flow of electricity in the network. It improves the efficiency of the power network, helps reduce the overall cost of operation and enables consumers to monitor their power usage. Digitisation of the power sector is an ongoing process, and in the coming years, the sector will embrace transformational technologies to develop and thrive.

  • Hospital M&A Activity is on life support, but recovery is imminent

    The number of hospital deals declined in H1 2020 as the COVID-19 pandemic spooked investors, making them conserve cash. With the pandemic adversely affecting many healthcare providers, many small players without a financial cushion are either forced into an M&A deal or have to declare bankruptcy. However, studies on the actual benefits of mergers and acquisitions (M&As) have made such deals less palatable for state governments, regulators, and other healthcare stakeholders. Deal makers will need to be more strategic in their deals going forward to ensure they pass through federal regulators and can survive a weakened health system


Blogs

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Infographics

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Special Reports

22 special reports found for us:

  • US Bankruptcy Dashboard – March, 2020

    Q1 2020 Chapter 11 bankruptcy filings in the US were at par with the trend seen in 2019. That said, almost all leading indicators are currently suggesting Q2 and Q3 could see a major spike. Some of the most vulnerable sectors are retail, consumer discretionary, wholesale traders & manufacturers as well as energy.

  • US Special Purpose Acquisition Companies: IPO Market Overview

    The SPAC market is expected to gain momentum in the near future driven by big ticket deals, high-profile mergers, and growing investor interest. The significant growth in the market has made it a mainstream alternative to traditional IPOs, leading to a surge in SPAC IPOs as well as a 1.7 times rise in their average size in 2020 compared with 2019.

  • Obamacare: Sectoral Winners and Losers

    As Republicans and Democrats continue to battle over the Patient Protection and Affordable Healthcare Act (popularly known as Obamacare), certain sectors have emerged as clear winners and losers from the current state of implementation of the Act.

  • FATCA: High-Cost Initiative To Curb Tax Evasion

    Enacted by the United States Congress in March of 2010, the Foreign Account Tax Compliance Act (FATCA) is a federal law meant to deter tax evasion.

    Arguably one of the US government's most controversial mandates in recent times, the act aims to curtail routes that wealthy investors and corporations usually take to stash money in tax havens abroad.

    In agreement with 112 countries, FATCA calls for greater reporting compliance and information sharing among multiple tax jurisdictions, impacting various stakeholders in the value chain, from governments, banks, and financial institutions, down to IT and consulting firms, as well as individual US citizens.

  • Gold - Will it Shine In the Near Term?

    Gold prices slumped below USD1,100/ounce owing to a strong US dollar and a slew of other global happenings.

  • The Dollar Conundrum — Hedge Your Bets Before They're Bearish

    A well-diversified portfolio usually comprises of domestic and foreign investments. While portfolio diversification helps in mitigating country-specific and region-specific risks, it also exposes investors to the fancies of Foreign Exchange (FX) fluctuations. Consequently, investors are increasingly wondering whether to hedge  their foreign currency exposure.  

    We believe that a currency management strategy needs to be in place that enables investors’ to effectively manage overall portfolio volatility and risk, while also maximizing long-term returns. FX strategy is likely to vary depending on an investors’ primary objective: return maximization or risk reduction. Nonetheless, hedging currency tends to produce higher returns over the long term, while lowering risk. 

  • Supremacy of Netflix, Amazon and Hulu Set to Weaken in 2020?

    Introduced just a decade ago, video streaming is set to replace conventional cable TV, which has existed for almost seven decades in the US. Over the past years, early entrants such as Netflix, Amazon (Prime Video) and Hulu have acquired significant market share in the online streaming universe in the US. To tap into this revolutionary growth, giants from tech and media world, such as Disney, Apple, Comcast and AT&T, are entering the market, launching a streaming war of sorts.

  • Is the Center of Steel Production Shifting Again?

    A combination of several factors has resulted in developing countries like China and India replacing traditional steel-producing countries such as the US, Japan, and Germany over the past few years.  There's another shift afoot, however, and new global centers of steel production are likely to emerge before long.

  • Cardiac Nuclear Imaging and Radiotracers

    Recent novel radiopharmaceuticals agents developed to target specific subcellular process are capable of significantly improving diagnostic accuracy and prognostic evaluation.

    The global nuclear medicine diagnostic (PET and SPECT) market is slated to cross $ 16 billion by 2019, primarily driven by more accurate diagnostic utilities in identifying the functional and perfusion status of targeted tissues.

  • Therapeutic Vaccines for Alzheimer’s — Are We Close Enough?

    Alzheimer's Disease (AD), one of the most common causes of dementia, accounts for nearly 70% of documented cases of Dementia across the world.

    The pharmaceutical industry is exploring all available options to develop a successful therapy, and the global market for Alzheimer’s treatment is expected to grow at a CAGR of 10.5%, from $4.9 billion in 2013 to $13.3 billion by 2023.

    This report covers current research into therapeutic vaccines for Alzheimer’s Disease (AD), with topics that include market drivers, challenges associated with developing safe next-gen therapeutics, vaccines and therapies currently under development, as well as the technology and commercial ecosystem for AD therapy.

  • M&A and Equity Offerings Quarterly Market Report - Q2’20 Review

    A lack of big-ticket transactions due to the ongoing pandemic suppressed M&A transaction value in Q2’20. However, US issuance market rebounded strongly in Q2’20 driven by surge in issuances from companies raising capital to stabilize business, invest in growth.

  • Is yield curve inversion coming to Asia?

    The US yield curve inverted recently with the widely-tracked spread between 10- year and 2-year bond yields turning negative on August 14 for a brief period, sending the equities market sharply down (Dow fell 800 points, its biggest fall this year). Earlier, in May, the 10-year 3-month yield spread turned negative. The inverted yield curve (negative 10–2-year spread) has preceded economic recessions several times in the past. However, there is no accurate lead time for when the recession will hit following the inversion of the yield curve (studies indicate a range of 8 to 24 months with an average period of 22 months).

  • The Internet of Medical Things (IoMT)

    A healthcare application of IoT technologies, the Internet of Medical Things (IoMT) represents a new era of personalized healthcare and better living standards the world over.

    IoMT will enable machine to machine interaction, data-driven treatment, devices tailored to individual requirements, as well as intervention solutions that could enable real-time response from remote locations, allowing healthcare providers to save lives now more than ever before.

  • Listed Infrastructure - An Attractive Investment Alternative

    In the current global scenario where traditional asset classes no longer assure stable returns, listed infrastructure is attracting investors in a big way. In 2015, investors have largely been cautious about the equity markets due to expectations of stable growth in the US and the likely interest rate hike by the US Federal Reserve (Fed) amid declining jobless claims and improving consumer sentiment.

  • Value Stocks - At the Cusp of Re-rating

    In December 2015, the US Federal Reserve decided to normalize interest rates, with an increase in the federal funds rate, for the first time since 2006.

    This reversal in interest rates is compelling investment managers to revisit their strategies.

  • Solar Energy Sector in the Kingdom of Saudi Arabia

    The demand for electricity in Saudi Arabia is growing at a rate of 7% per year, pushed largely by a growing population. Current capacity stands at 66 GW, which is expected to double by 2030.

    One of the largest producers of oil in the world, the Kingdom of Saudi Arabia is also the world’s sixth largest consumer of oil. 

    The domestic consumption of oil has increased at an alarming rate of 4-6%, nearly twice the rate of population growth. Demand from residential as well as commercial customers has been steadily increasing, boosted by a rapid growth in both population and industry. The global leader in crude oil exports also burns more oil than any other country to generate electricity, spending nearly $16bn every year just to cope with local electricity demand.

    If these trends continue, domestic consumption could eat into Saudi oil exports and render the Kingdom a net oil importer by 2038.

    The shape of things to come has made the Saudi government keen to explore alternative sources of electricity production.

    Solar Energy is expected to get a huge boost in the coming years taking into account environmental and health effects, the economics of solar energy, the geographical location of solar power plants, and load forecasting in Saudi Arabia.

  • Global Clean Energy Outlook

    Cheaper coal, oil, and gas haven't been able to derail a general shift toward greener, more sustainable sources of energy. In this report, we'll examine the global transition towards clean energy, investments in renewable capacity additions, and the potential opportunities (and roadblocks) in the growing renewables sector.  

  • European Wealth Management - An Insatiable Appetite for Growth is Imminent

    While Europe boasts about USD 73 trillion (29%) of global wealth, just  USD 14 trillion of Europe’s gross wealth is currently managed under regulated open-ended funds. Although countries like  Germany, France, the UK and Italy comprise two-thirds of Europe’s wealth, smaller core countries such as Luxembourg and Switzerland reflect higher average wealth per adult, and hence, greater wealth management opportunities.

    This is especially true in Europe. 

  • The Disruptive Power of Virtual Currency: Is it Real?

    Virtual currency has been a debated concept within the technology community in the past few years, as transactions through this medium do not require any third party’s involvement.

  • COVID-19 Equity Market Impact – Does History Suggest We Stick to Classic Defensives?

    Whenever any equity market collapses, downside protection and relative outperformance become crucial. Healthcare, staples and utilities, by their very nature, are often termed classic defensives in such times.

  • Fintech Decoded

    FinTech funding activity remained robust in in 2019. The most attractive segments in the second half of the year were payments, lending, and financial markets in terms of number of deals signed. The payments sector continued to attract the highest VC funds.

  • Can Smart Factories Ensure Continuity of Business Even Amid Crisis?

    COVID-19 has adversely impacted economies across the globe. One of the worst-hit sectors is manufacturing, crippled by poor availability of manpower and implications of social distancing. While several auto manufacturers, smartphone makers, consumer electronic firms, and appliance majors have shut down production completely, others, such as producers of essentials (food, daily consumables, medical supplies) are struggling to maintain production. Managing production amid such a crisis, while ensuring safety of employees, is quite challenging for all manufacturers.