Following is the list of most important trade routes in the world – the free operation of these is necessary for seamless global trade. Trans-Pacific Route: Asia-Europe Route: Trans-Atlantic Route: Suez Canal Route: Strait of Malacca: Panama Canal Route: China-Europe Rail Corridor (New Silk Road): North-South Corridor: Mediterranean Corridor: East-West…
Month: April 2024
Knowledge Bytes
Geopolitical dynamics in the Middle East
Geopolitical dynamics in the Middle East are of considerable importance not just for the region but the world across as they are the major suppliers for most of the world’s energy needs. As the geo-politics of the middle east flare up, there are generally 2 major countries whose names come…
Knowledge Bytes
Top natural gas producing countries
Top natural gas producing countries play an important role in the world’s energy security. In the landscape of global energy, natural gas stands as a pivotal resource, even amid the transition to more sustainable energy sources. As investors navigate this sector, understanding the nuances of natural gas production by country…
Company Analysis
Schaeffler
Schaeffler, SKF and Timken are the 3 biggest players in the Indian bearings space and all 3 of them are global MNCs with significant history and technology prowess to continue delivering solutions which cannot be replicated easily by other players. Bearings industry has a strong case for investment primarily due…
Industry Analysis
Global luggage industry
The Global luggage industry is a key component of the wider global travel industry. The Indian luggage sector is oligopolistic, especially in branded space. VIP had a 43.8% market share in 9M FY23, Safari ~24.1% and Samsonite ~32%, collectively contributing most of the branded Indian luggage. The sector, which in…
Industry Analysis
Indian luggage industry
Indian luggage industry stands at around 10000 crores; which has grown at around 12%-15% CAGR over the last 5 years. It is slated to grow at another 15% over the next 5 years The global industry stands at $50 billion and is expected to grow at 6%-7% CAGR. This implies…