Blog
Global Online Food Delivery Market is valued at US$182 bn in 2024
The global online food delivery market is expected to grow despite a short term slowdown due to the Covid-19 pandemic. The deal activity amidst the pandemic suggests potential growth in this sector. While the revenue is expected to grow at 7.5% CAGR, the ARPU is expected to plateau by 2024. […]
How to outperform in your first 90 days at your new job?
This article highlights the significance of the first 90 days of any new hire in any organization. The first 90-days are equally important be it a campus-hire or a lateral; and proportionately important across the corporate structure (i.e. from a fresher to a senior management executive). The key insights in […]
Is the Indian debt market dented with credit, interest, liquidity risk, and a looming default risk?
With the rise in the Covid-19 pandemic, a dramatic impact has been observed on the global economy and financial markets. To keep running the financial system, several central banks around the globe have dropped the interest rates to nearly zero. The interest rate in the US is in the range […]
Are The Boutique Investment Banks Making A Strong Comeback?
This article presents a short summary of trends in investment banking (pre-and-post credit crisis), and also highlights key features of boutique investment banks, its differentiators, and some key challenges. This article is based on author’s live work experience with global investment banking firms. During the golden days of the […]
Key Learning from the US Public Finance Bankruptcy Cases
Summary As an asset class, public finance was & is always considered to be the safe haven for conservative investors, and a good hedging instrument for active investors in the capital markets. However, some of the bankruptcies filed in the history of US public finance space defy this investment perception. […]
Capital market themes in 2016 – A buyside perspective
The beginning of a new year is always a good time to look back at the bygone year, to reflect on key trends, note key learning, and plan ahead for the new year. When I reviewed capital market events in 2016 from a buyside (asset management) perspective, among other trends, two […]
Is Atwood Oceanics An Opportunity In Disguise?
Summary of Atwood Analysis The oil and gas drilling services industry is under acute pressure due to low crude oil prices, sluggish demand, and an excess supply of rigs. Drillers are facing contracting backlogs, difficulty locking in new contracts, and declining utilization and day rates. Atwood is no exception, with […]
Dubai’s budget hotel industry will outperform the broader market. Here’s why.
Dubai hotel industry is gearing to meet the potential demand expected in Dubai through 2020. It is expected to service ~20 million tourists in 2020, on the back of i) Dubai’s Expo 2020, ii) a host of upcoming tourist attractions, and iii) a steady economic growth despite the oil price […]
FinTech: Is this set to poise as a neo-banking or is only the noise?
Guess everyone knows by now – what is FinTech? FinTech is a buzzword that has been constantly making the right noise in technology, investments and start-up circles since last two decades. Investors across the globe are following it close on their heels. We have extreme views of experts believing that […]
Value-addition – an effective tool to achieve 100% client delight
Introduction to Value (value delivered, value perceived, and the real value)! The client expectation (i.e. perceived value or standard baseline or benchmark expectation) is like an inflation that will always increase year on year. And, it is important to meet these accelerating expectations to keep clients satisfied. However, it may […]
