What did March 2020 mean for India’s E-commerce and Hyperlocal sectors
India’s USD ~29 Bn E-tailing market (2019 annual GMV) was significantly impacted by the lockdown in March last week, as seen by a precipitous drop in GMV/transactions for the platforms vs 1st week of March.
Vietnam etailing: Decoding growth and structure
Vietnam formal online retail is ready for 10x growth in 6 years Published on: Nov 2019 Growth will slowly taper down as we move into the later years as 1) the digitally mature customer base will be already be shopping online and 2) companies would need to drive growth through tier2+ regions/long tail categories + […]
The 3A’s shaping the food service market of UAE
Published on: Nov 2019 Food service market of UAE is ~$ 15 Bn in size. The market took a hit in revenues during early 2018 due to implementation of VAT, but the sector is back on track to provide a stellar performance going forward. We expect the key drivers to be – 1. Increased adoption […]
Vietnam eLogistics: Dissecting Demand Drivers
1. Vietnam SMEs are still early into their online retail journey; social commerce is their typical starting point Published on: Oct 2019 A significant share of SMEs started selling online very recently, with HCMC SMEs are slightly more mature in their online journey Most SMEs make their online foray via social commerce, however formal marketplaces […]
Indonesia B2B Trucking: At crossroads?
Indonesia B2B trucking is ~$32 Bn in size currently and drives the majority of B2B transport market in the country Published On: Sep 2019 Supply of trucks is significantly fragmented with low utilization rates Fragmented B2B trucking market provides a clear opportunity for tech-driven aggregators Low utilization rates- with up to 80% empty backhauls- solvable […]
Assessing Shopee Indonesia readiness for 9.9 and how smaller e-tailers are taking on the giants
As Shopee gets ready for 9.9, how has it performed YTD on its key initiatives in Indonesia? Published on: Aug 2019 Shopee Indonesia has performed strongly in scaling up B2C retail and Cash on delivery initiatives in 2019, both of which will play a crucial role in driving growth in 9.9 and other events Shopee […]
Indonesia Fintech: Looking back into The Future
1. Fast-growing Indonesian eWallets and digital payments space seeing massive supply-side activity Published on: Aug 2019 Summary takeaways Continued rapid growth (70-80% CAGR) in Indonesia e-wallets space is attracting the attention of major global players even as local players expand into new segments Given the expected intense competition, the market may be heading for consolidation […]
Ready to Cook Market: India
1. Ready to Cook Food market is gaining adoption among consumers owing to increasing urbanization and demand for convenience food Published on: Aug 2019 Ready to Cook market in India stands at INR 2100 Cr in 2019 and the market is expected to grow at a CAGR of 18% to reach INR 4800 Cr by […]
What’s makes India’s ePharma space so exciting | How will MAUs of digital content platforms grow | Private labels driving online beauty growth story
India’s USD 18 Bn unorganized pharma retailing market is ripe for digital disruption by ePharma players Published on: Aug 2019 Summary takeaways: ePharma (USD 350 Mn in 2018) is <2% of the overall retail pie currently, but poised to expand at least 40% y-o-y, driving significant action from companies and investors ePharma continued action and […]
Massive Opportunity In Digitizing B2B Procurement In Indonesia
Indo B2B eCom- USD 1.5 Bn space with multiple consumer segments and business models Published on: Aug 2019 B2B E-commerce market is dominated by reseller target group – this is the easiest segment to operate in owing to the nature of goods. Resellers at multiple levels of the value chain buy products – for e.g. […]
What Makes Indonesia’s Online Travel And Payments Space So Exciting
Traveloka – Flying high in USD 21 bn Indonesian online travel opportunity Published on: Jul 2019 Online travel in Indonesia to grow at 25% CAGR over the next few years, with both incumbents (traveloka) and insurgents (tiket.com) spending heavily to grow the market All major e-tailers including Tokopedia, Bukalapak and others have also entered the […]
What’s Showing At (Amazon) Prime Time?
The story of Amazon Prime in India- as told through three charts Published on: Jul 2019 On the occasion of the Prime Day sale event, we conducted research around the scale of Amazon Prime in India, key messages from which are shown below. What do users of long-form video platforms consume? Our research on consumers […]
Decoding The Indonesian Online Shopper
Reasons for shopping online vary significantly in Greater Jakarta vs Rest of Indonesia- indicating differing consumer maturities Published on: Jul 2019 RedSeer consumer research on 1500 online shoppers in Indonesia indicates that while Greater Jakarta shoppers cite ‘convenience’ as major most important reason for shopping online. While the top reason is ‘low price’ for Rest […]
Content Leadership Index
What does the CLI measure? Published on: June 2019 CLI measures the monetizability of a platform basis three key criteria- Reach, Engagement and Trust Index ratings Player-wise Performance Player-wise Performance- Reach Player-wise Performance- Engagement Player-wise Performance- Trust Framework What does the Content Leadership Index (CLI) measure? Evaluation Parameters and Weights How is it structured > […]