India is now the largest population in the world and the India consumption story is currently evolving at a rapid pace. Below are some interesting numbers about how India spends currently. India GDP per capita is around 2500$ of which 51% of it is consumed and hence per capita spend…
Category: Knowledge Bytes
Company Analysis
LatentView acquisition of Decision point analytics
LatentView Analytics, a leading global digital analytics consulting company, recently completed the acquisition of a 70% stake in Decision Point Analytics. This strategic move aims to enhance LatentView’s capabilities in Revenue Growth Management (RGM) and AI-powered business transformation solutions, particularly within the Consumer Packaged Goods (CPG) sector. Decision Point Analytics,…
Knowledge Bytes
Philip Fisher’s Common Stocks and Uncommon Profits
Philip Fisher’s Common Stocks and Uncommon Profits is a classic investment book that emphasizes a qualitative approach to analyzing companies. Fisher focuses on long-term growth investing, prioritizing deep research and understanding of a company’s potential. Below is a summary of the key concepts: 1. The Scuttlebutt Method Fisher advocates for…
Industry Analysis
Healthcare in India
Healthcare in India is growing at a significant pace. The healthcare delivery industry in India has reached 5 lakh crore and is poised to grow at 10%-12% across the next decade. Below is how Indian healthcare industry benchmarked with the world standards. Along with the structural demand existing in the…
Knowledge Bytes
History of war impacts on US stock market
This article tries to summarize the history of war impacts on the US stock market. Stock market movements are often influenced by geopolitical events, including wars, which can cause significant fluctuations due to uncertainty, changes in economic conditions, and shifts in investor sentiment. Here’s a historical overview of stock market…
Knowledge Bytes
Most important trade routes in the world
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…
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…
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…
Industry Analysis
Indian automobile industry
Indian automobile industry is an integral part of India’s GDP. Manufacturing constitutes 13%-14% of India GDP. With the focus on make in India and manufacturing capabilities, India would likely take this to a much higher percentage of the GDP. With agriculture GDP growing in very low single digits; For India…