Digital Economy in Motion
Happy New Year! We hope this year brings you joy, health, and prosperity. Thank you for being a part of our community. Here’s to a fantastic year ahead! In the first edition of this year’s newsletter, we look back at what was a landmark year for MENA. Sectors across the digital economy saw rapid adoption […]
eB2B: Real Winners To Emerge Now
Pandemic driven eCommerce boom led to emergence of eB2B players, who were quick to pick on the shift in consumer purchase and attract investors, helping scale eB2B market to ~$1.2 Bn in MENAP. eB2B sector is witnessing consolidation as players look to balance focus on scale, profitability and enhance capabilities. It is important that players […]
Digital Native Brands – Transforming Retail Landscape
The ecommerce logistics sector grew on the back of technology and innovation, to enable e-retail boom in India.
Indonesia Manufacturing: Opportunities Galore For Digital-first Players – Part 2
Manufacturing contributes the highest to national GDP of Indonesia and has given employment to ~18 million people. Despite these numbers the industry has been stagnant in terms of cost to productivity due to the traditional practices followed. Indonesia is en route to enter Industry 4.0 as the manufacturing sector is ripe for technological disruption and […]
Demystifying Kirana eCommerce in India
India’s fragmented retail market of over 13 million General Trade (GT) stores or the local kirana stores will continue to drive retail for the next decade. The eB2B market stood at $5 Bn in 2021 and could touch $100 billion GMV by 2030. Although India’s general trade is vast, it is plagued by several challenges, […]
Realising Potential Through Consolidation
The digital economy went through a disruption and high growth phase over the last few years, aided by the pandemic. While most sectors are still in nascency in terms of online penetration, a few sectors, like FoodTech, are more evolved in the region, with penetration levels higher than most other global benchmarks. And in such […]
What the 2025 runway looks like for UAE Fashion
1. UAE Fashion E-tail market poised to near 20% penetration by 2025 on the back of soaring purchase frequency rates An instrumental change to the UAE fashion scene in the coming years is that increase in frequency and average order value which will drive higher wallet share for online channel, will drive a lot more […]
eB2B: A $100 Bn Opportunity and The Face of Future Retail
Undoubtedly, India’s eCommerce landscape is one of the fastest growing in the world. But within this sector, there is a more nascent, unexplored segment of the online marketplace that carries huge profitability potential: we’re talking about the eB2B space. Lets take a deep dive into India’s eB2B segment and the potential that lies ahead. 1. […]
SEA Travel And Hospitality – Time For Takeoff – Part 2
1. SEA is noticing increased interest in travel from local tourists There has been a major increase in tourism interest starting in early 2022 across Southeast Asia with most countries noticing increase in search interest for travel and hospitality. Exceptions to this case are Vietnam and Thailand where the interest is delayed to mid-late 2022 […]
eB2B Trucking 101: Massive opportunity lies largely untouched
B2B trucking across the MENATP region is a massive USD 80 Bn market
What’s The Next Domino’s for Indians?
In our previous food services newsletter, we had focused on the organised food services market and different brands that were likely to emerge. This takes us to the next set of relevant questions around the evolution of the market landscape. For instance, how big can the existing brands get? Is it a winner-takes-all market? Which […]
Indonesia eB2B – On A Springboard
eB2B retail has seen strong growth and share of FMCG has increased in 2020
Vietnam eB2B – 10x growth waiting to be unlocked
Vietnam’s Tier I locations account for ~40% of retail market. FMCG and Fashion dominates the sector
Gated community $ 500B consumption story in 2026
Gated communities are a significant part of India’s consumption story with $200B cumulative spend expected to grow by 2.5X in the next 5 years
MENAP eB2B: USD 10 Bn opportunity unfolding
The USD 1 Bn eB2B market is setting itself up for explosive growth with penetration levels <0.5%
SaaS: Seizing Indonesia’s SME Digitisation Opportunity
Indonesia is home to over 65 Mn SMEs that have the highest contribution to GDP
VIETNAM eB2B: Sit Up & Take Notice
The eB2B market is quite nascent at < USD 150 Mn in 2020, and is effectively a duopoly with top 2 players commanding a majority of the market
The $500 Mn potential Indian Smartphone Insurance market, But are the customers’ interests truly protected ?
Indian Smartphone Insurance Market holds potential to reach $500 Mn by FY 25
Indian Wealthtech – A $60Bn opportunity by FY25
Indonesia eB2B – Maths Behind The Models
Brands are experimenting with offering direct discounts to retailers and also terms of payment (credit) to drive volumes, not focussing on margin realisation. This is being done through their existing distributors, which highlights the importance of the offline distributor in the scheme of things.
Indonesia eB2B – Reviving the “Warungs” in a Post COVID World | Part 2
eB2B however witnessed a moderate growth of 10% in order volumes and 4-5% rise in Average Order Value. Frequency of orders/retailer increased due to lockdown measures – as Warungs are unable to visit their offline wholesalers to procure products.
Indonesia eB2B – Reviving the “Warungs” in a Post COVID World | Part 1
“Warungs” are local mom and pop stores. ~70% of the sales of warungs come from FMCG category (without fresh). Within FMCG, cigarettes account for >50% of the sales. Generally, warung sales are driven by low ATV impulse purchases of “on the go” items like RTD beverages, instant snacks and cigarettes.
Vernacular is NOW, not the future A $300 Bn Opportunity Today
Money on the Platter for e-b2b
Brands across categories are facing challenges in their existing distribution network owing to fragmentation
User perspective on eB2B platforms
eB2B platforms have driven high awareness in their target segments, with high willingness to use the platforms as well Published on: Dec 2019 eB2B players have driven significantly strong awareness for their offerings, via both organic and inorganic approaches. And this has led to a high share of ‘willing to use’ users as well, which […]
Unlocking the Indian eB2B retail opportunity
Driven by a consistent expected increase in private consumption, the Indian retail market is expected to grow at ~10% CAGR to reach ~$ 1.6 TN by FY 25 Published on: Nov 2019 Despite the current economic slowdown and our expected normalized real GDP forecast of 6 to 7%, we expect the private consumption expenditure to […]
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 […]
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. […]
Enterprise Tech Updates
USD 9+ Bn 2023 digital wholesale pie likely to be captured by full-stack players Published on: Jun 2019 India’s vast retailer/MSME ecosystem faces multiple challenges in day to day operations- from procuring merchandise in a timely and cost-effective fashion to securing working capital. Digital wholesalers like Udaan and Jumbotail have squarely targeted these retailer needs […]
Digital B2B Market Updates
Buy Full Report Massive opportunity in digitization of B2B procurement Published on: May 2019 The purchase of manufacturing raw materials (RMs) and MROs has been traditionally untouched by digitization, except for a new notable example e.g. Mjunction. This is a large addressable opportunity accounting for USD 575 Bn size in FY19 and which has significant […]