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Lending Market at The Cusp of Digital Disruption

newsletters | Jul, 2022

With 80% of merchants going digital payment-enabled by 2026, the market will see more cash flow-based lending than traditional asset-based lending...

The 3PL Frenzy: What’s Next After Now?

newsletters | Jun, 2022

The total hyperlocal shipment volume will see a staggering 30X growth by 2027 as more players emerge to support this booming sector....

E-tailing: What has 2022 taught us thus far?

newsletters | Jun, 2022

The creator economy rose to even greater feats in 2022 and will account for a much larger slice of the marketing pie by end of 2022....

The Impending Online Upsurge in CPG KSA

newsletters | Jun, 2022

~18 Mn online CPG users by 2025 representing 90% of online shoppers

Indonesia Healthcare: Omni-channel Aid

newsletters | Jun, 2022

HealthTech growth is likely to moderate going forward, we expect the sector to register an encouraging 40% CAGR growth between 2022-24....

The Focus Is Shifting in India’s Digital Ads Market

newsletters | Jun, 2022

By 2030, the product eCommerce digital ad market in India could be worth $6–8 billion

Indonesia E-Grocery: Multiple Avenues For Growth

newsletters | Jun, 2022

Relatively low online penetration bodes well for Indonesia’s e-grocery. Market likely to reach ~USD 31 Bn by 2026, galloping at ~ 26% CAGR...

Are The New Tech-Infused Insurance Models the Catalysts for Change?

newsletters | Jun, 2022

Insurance penetration in India is poised to grow rapidly in just a few years.

Luxury Retail: Online opening new horizons

newsletters | Jun, 2022

Creators are now playing an equally important role compared to celebrities as the content is more relatable and the format is more engaging...

Indonesia Manufacturing: Opportunities Galore For Digital-first Player...

newsletters | Jun, 2022

With a major chunk of the manufacturing activities happening in the low tech MSME space, the digital-first players are looking at a sizeable ~USD30 billion TAM...

MENA Gaming: The Golden Era is Here

newsletters | Jun, 2022

MENA Gaming to exceed $5 Bn by 2025; KSA and UAE leading growth levels.

Galvanized by eCommerce, India’s eCommerce Logistics Sector Scaling ...

newsletters | Jun, 2022

The ecommerce logistics sector grew on the back of technology and innovation, to enable e-retail boom in India.

Indonesia | Agritech​: Green Shoots In Fertile Grounds

newsletters | May, 2022

Total Agritech funding from 2021 till date has reached ~ USD 297Mn.

Total Healthcare Integration To Address India’s Chronic Disease Cris...

newsletters | May, 2022

Digital chronic management players have a lot of headroom ahead, as they currently penetrate less than 1% of their serviceable addressable market...

UAE Luxury Retail – Strong Tailwinds at play

newsletters | May, 2022

Online channel has increased in prominence and now makes up ~20% of luxury sales in UAE currently influencing more than 90%

Web 3.0 – A Decentralised Opportunity: Part 1

newsletters | May, 2022

Web 3.0 applications are trending in Southeast Asia and a sizable portion of investors are willing to put their money in this space...

Casual Card Games Leading India’s Real Gaming Market To A 3x Growth

newsletters | May, 2022

The overall market is expected to grow 3X by CY26, reaching a whopping USD 5 Bn!

ASEAN eCommerce and Logistics: Rising to Deliver – Part 5

newsletters | May, 2022

Parcel volumes have witnessed growth in 2021, while the revenue per parcel has maintained a downtrend

Digital Health Records – A Space Waiting to Be Disrupted

newsletters | May, 2022

HealthTech’s continuous rise in the spheres of pharma, diagnostics and consultation, together termed as eHealth by Redseer, has been remarkable...

Could Digital India Become the Leader in Global Medical Tourism?

newsletters | May, 2022

In India, the typical medical tourist journey is widely getting digitized for a better customer experience

Vietnam Consumer Internet – Firing On All Cylinders

newsletters | May, 2022

The fund-raising activity in 2021 in Vietnam has broken all previous year deal making records. 2022 continues to show a similar trajectory...

The $10Bn Used Smartphone Market To Watch Out For

newsletters | May, 2022

India’s used smartphone market is poised to reach a staggering market size of USD 10Bn by FY26

SEA Travel and Hospitality – Time For Takeoff

newsletters | Apr, 2022

SEA travel market was ~USD80 Bn in size in FY20 and is expected to grow to 1.3 times by FY27

Digital First Players Revolutionizing The Manufacturing Space

newsletters | Apr, 2022

Technology is disrupting the supply value chain for the manufacturers and providing higher efficiency in the process

What Lies Ahead for the Overseas Education Sector?

newsletters | Apr, 2022

As the sector continues to grow, English tests and student counseling will be the main revenue source for market leaders

Philippines Consumer Internet – Imminent Surge Ahead

newsletters | Apr, 2022

Strong fund flows in the consumer internet economy will propel the industry ahead and lay a groundwork for increased market opportunities, penetration and revenue growth ...

Singapore WealthTech – Poised To Pay Off

newsletters | Apr, 2022

Significant increase in investment AUM expected, led by growth in retail and institutional customers

Shared Mobility in the Post-Pandemic World

newsletters | Apr, 2022

Owing to the inadequacy of the public transport infrastructure, and the demand-supply gap, the shared mobility seems to be on a great ride of its own, poised to experienc...

Indonesia Online Beauty and Personal Care – Local Charms

newsletters | Apr, 2022

Online search and social media have the highest influence in creating product awareness

Key Trends That Are Shaping InsurTech In India

newsletters | Apr, 2022

Tech interventions such as artificial intelligence, machine learning, chatbots and IoT are enabling transformation

EdTech Is Flourishing, All Thanks To Online Higher Ed!

newsletters | Mar, 2022

With the Online Higher Education & Lifelong learning market poised to reach ~$ 5 Bn by CY 2025, EdTech Is Destined To Flourish! 

WealthTech opportunity landscape – ID

newsletters | Mar, 2022

Mutual Funds and Crypto currencies are the most preferred asset classes

Everyone Loves The Bank Of The Future!

newsletters | Mar, 2022

Working professionals to drive this growth: Neobanks have opportunity to address ~120 Mn professional income accounts

Indonesia eB2B – On A Springboard

newsletters | Mar, 2022

eB2B retail has seen strong growth and share of FMCG has increased in 2020

MENAP Digital Economy to cross $100B this year; $20bn investment neede...

newsletters | Mar, 2022

The MENAP Digital Economy will multiply 7x by 2030; this will require a funding of ~$20 Bn in the coming 2-3 years

HealthTech Elevating the Consumer Experience in Indian Healthcare

newsletters | Mar, 2022

The eHealth sector continues to create delights, indicating that it could be the new normal for our healthcare industry

D2C channel to represent 12% of MENA e-tail, as early as 2023!

newsletters | Mar, 2022

Consumers express high interest to explore new brands across sectors, driving adoption of Digitally native brands (DNB) 

Vietnam eB2B – 10x growth waiting to be unlocked

newsletters | Mar, 2022

Vietnam's Tier I locations account for ~40% of retail market. FMCG and Fashion dominates the sector

15X Growth In Just 3 Years! We’re Talking About India’s Quick Comm...

newsletters | Mar, 2022

Quick commerce is fundamentally changing consumer purchase behavior in metros and creating delight

The Emergence of Direct-to-Consumers (D2C) Opportunity

newsletters | Mar, 2022

Players have access to a mix of 3PL and captive logistics to meet their specific growth targets

Our MENA Dark Kitchen estimates revised upwards – a $2 Bn+ oppor...

newsletters | Mar, 2022

Dark Kitchens would account for 13%+ of the FoodTech market in 2025 the penetration would be significantly higher in UAE & KSA

BNPL ready to transform India’s payment landscape

newsletters | Feb, 2022

Consumers are rapidly taking to BNPL primarily due to ease of use, discounts and their evolving credit needs

PH Fintech: Seizing Distant Market

newsletters | Feb, 2022

Lending and payment players have witnessed strong traction in Philippines’ digital space

Pakistan E-com is now on Boom Alert

newsletters | Feb, 2022

Fueled by recent funding, the Pakistan digital landscape is now set to take of as players storm the market

The UAE Pre-owned market is the new market

newsletters | Feb, 2022

Buying is seen as a better value-added proposition especially for home and electronics sectors where the estimated duration of use can be higher....

~$250 Bn Opportunity Awaits New Digital-First Brands In India By 2030

newsletters | Feb, 2022

Digital brand are finding it increasingly rewarding and have a ~$250 Bn opportunity by 2030

Vietnam Fintech: Closing the Unbanked Gap

newsletters | Feb, 2022

Digital banks can help to achieve the government's target to reach 80% banked population by 2025

India’s Journey To $1 Trillion Of Consumer Internet Economy Has Begu...

newsletters | Feb, 2022

India Internet is surging ahead with >50% y-o-y growth in 2021, and is poised to be a $1 Tn economy by 2030

ID HealthTech: Long Run Growth

newsletters | Feb, 2022

With a large smoking population, Indonesians are prone to chronic diseases. Healthcare is a key focus area for the government.

Unwrapping Ramadan 2022 Recap – Above All Years

newsletters | Feb, 2022

Celebrations will drive Ramadan purchases and Grocery, Fashion key sectors that will see spike in demand

MENAT Retail; The Double Crest Wave

newsletters | Feb, 2022

Ramadan days are expected to see 23% shoot up in sale

Neo Banks – Disrupting India’s Banking Landscape

newsletters | Jan, 2022

Salary accounts of white-collar employees, with a Lifetime value of ~3X, seem an addressable market and the best way forward for neobanks...

3 Themes to Look out for in 2022

newsletters | Jan, 2022

These supply and demand trends have placed the Direct to consumer (D2C) channel on a pedestal of growth and this segment already accounts for ~15% of online retail in key...

Vietnam Logistics: Big Parcels of Opportunity

newsletters | Jan, 2022

Vietnam logistics market sees a promising growth with CAGR ~20% to 2023, with international players also eyeing to tap into this sector....

Burgeoning EDC Market: How Merchants Are Driving India’s Digital Pay...

newsletters | Jan, 2022

The Indian EDC market stands at ~4.7 Mn terminals and is expected to grow to ~12 Mn by FY25, with steady adoption across merchants...

Quick Commerce: Day One in Indonesia

newsletters | Jan, 2022

Funding has strengthened QCommerce’s capabilities amid signs of encouraging growth

MENAT Gaming: Doubling XP

newsletters | Jan, 2022

The supply side is gearing up to tap into the massive opportunity which is unfolding, through localization, technology investments and eSports events...

Technology Comes to Rescue the Diabetes Capital of the World

newsletters | Jan, 2022

Translating to a market size of ~$17 Bn in FY 21, the disease care market is expected to grow to ~$60 Bn in next 10 years

India’s Used Car Market Is Unstoppable With Its Steady And Tech-Driv...

newsletters | Dec, 2021

Riding the digital wave, the used car market is a all set to grow at a healthy CAGR of 11%, boasting of sales upto ~8.3 million units, by FY26...

Quick Commerce: MENA’s Hidden Gems

newsletters | Dec, 2021

Q-commerce with sectors that already have the necessary digital infrastructure and consumer awareness in the MENA region expands the market potential for quick commerce t...

What’s Brewing In Indonesia’s Coffee Chains? – Part 2

newsletters | Dec, 2021

Investors are supporting the new-age players’ ambition to expand their footprint and sustain their growth momentum

OTT Changing How We Understand Television

newsletters | Dec, 2021

OTT market has seen ~2x jump in the userbase compared to Pre-Pandemic times.

Vietnam eCommerce: Formal Platforms Gaining An Edge?

newsletters | Dec, 2021

eCommerce sector has delivered a robust ( >37%+) CAGR growth during the last three years.

India’s Podcast Market – World’s fastest-growing with Immens...

newsletters | Dec, 2021

Podcast has picked up well in India and already constitute 1% of the total time spent

Black Friday Recap: Discounts Moving Beyond Electronics

newsletters | Dec, 2021

A key trend that was alluded to coming into the Black Friday event is the further inclusion of sectors such as Beauty & Personal Care and Fashion into the promotional off...

The Rise Of Cryptocurrencies

newsletters | Dec, 2021

Blockchain technology is also seeing a rise with several startups gaining fundraising in the past 3 years

The Road Logistics Market spends to reach $330 Bn by 2025

newsletters | Dec, 2021

The Road logistics market is expected to grow with CAGR of 7-8% in the next five years.

Black Friday: The Retail Spectacle for all Ages

newsletters | Nov, 2021

Sector appeal slightly varies among the different generations with Gen Z being most inclined towards Fashion this Black Friday.

Digital Media – The Road To Mainstream

newsletters | Nov, 2021

Digital media engagement is rising as consumers due to greater variety and on-demand nature of online media

World’s Fastest Growing $7 Bn Gaming Market

newsletters | Nov, 2021

Propensity to pay is growing with paid gamers in India to become ~235 Mn by 2025

Digital Payments – The Power Of Buy Now Pay Later. Part 2

newsletters | Nov, 2021

Limited access to credit in SEA coupled with COVID led acceleration in digital economy offers fertile ground for BNPL to grow in SEA...

Quick Commerce: “Instant” becoming the norm in delivery

newsletters | Nov, 2021

Within e-tailing alone, instant Delivery is expected to contribute to 8% of GMV in the next 3 years

1 lakh crore is just the beginning

newsletters | Nov, 2021

Online penetration in India’s BPC market is just 8%, but the potential is immense.

Circular Economy To Unlock Multi Billion-dollar Opportunities

newsletters | Nov, 2021

The growing concerns around the adverse effects of 'fast' consumption and the lack of affordable and sustainable alternatives have given birth to the second-hand goods ma...

The time is right for eHealth in MENA

newsletters | Nov, 2021

eHealth platforms have come in to drive efficiencies and create value for consumers and suppliers

Gated Community $ 500B Consumption Story In 2026

newsletters | Nov, 2021

Indicating that by 2026, the total consumption in Indian gated communities will increase by 2.5x reaching $500 billion.

Furniture and home market is geared to become $40 billion by 2026

newsletters | Nov, 2021

Furniture and home market is geared to become $40 billion by 2026

With 50%+ market share travel agents market to become ~$65Bn by FY27

newsletters | Nov, 2021

Packages represent ~45% of the ~$ 38Bn travel agent market in India

The BNPL wave is rising

newsletters | Oct, 2021

The BNPL sector has scaled well – we estimate USD 0.6 Bn of GTV will be processed in MENA in 2021

96%, yes that’s how accurate were our festive sales predictions

newsletters | Oct, 2021

The Online Festive Sales of 2021 saw 23% YoY sales growth in 2021

MENAP eB2B: USD 10 Bn opportunity unfolding

newsletters | Oct, 2021

The USD 1 Bn eB2B market is setting itself up for explosive growth with penetration levels

The cloud kitchen to see 5x growth in GMV to USD $2-3B by 2025

newsletters | Oct, 2021

Dine-In and cloud kitchens, cloud kitchens are growing largely as they have higher EBITDA profitability along with a significantly lower capex....

Inside festive sale this year

newsletters | Oct, 2021

With a focus on achieving higher volume sales, sellers have announced huge discounts this festive season.

~2 Million Indian students would be studying Abroad by 2024

newsletters | Oct, 2021

We expect ~2 Mn Indian students to be studying abroad by 2024

eB2B Trucking 101: Massive opportunity lies largely untouched

newsletters | Sep, 2021

B2B trucking across the MENATP region is a massive USD 80 Bn market

Changing paradigm of India’s grocery market

newsletters | Sep, 2021

The eGrocery market is set to be sized $21-25 billion by 2025

Understanding CPaaS: Softbank’s First Saudi Investment

newsletters | Sep, 2021

CPaaS could represent a USD 5 Bn+ opportunity in MENA by 2030

The new paradigm in India’s Laundry market

newsletters | Sep, 2021

The outsourced laundry market including both B2B & B2C is $2.5 billion market

Southeast Asia eHealth – Shaping Up Well

newsletters | Sep, 2021

SEA’s eHealth sector expected to see 10x growth by F2025

The Revival of Tourism

newsletters | Sep, 2021

We expect the sector to multiply 4x from 2020 levels to represent a USD 165 Bn market by 2025

The state of Shortform in India

newsletters | Sep, 2021

Total creators in India’s shorform apps are now 4x, when compared to TikTok

Indonesia Ecommerce: Traction builds in Livestream, Quick and Fresh Co...

newsletters | Sep, 2021

Ecommerce players have ramped up their fresh-food vertical by introducing new products and services.

The Rise of Conversational commerce

newsletters | Sep, 2021

Time spent on digital media has shot up over the last 1-2 years; social media & Messaging is the most consumed channel.

What’s next for intracity logistics players?

newsletters | Sep, 2021

Intracity represents approx 13% of the road logistics, of which 60% is on-demand.

Online Travel: On The Cusp Of Revival

newsletters | Aug, 2021

Travel companies have been diversifying their revenue models and have wrapped up recent funding interest

Digital Economy : Fintech leads in Growth

newsletters | Aug, 2021

With 1 in 4 deals being in the fintech space and pulling nearly 30% of all the funding raised, the sector is poised for strong activity with the new liquidity...

Forget the IPO, India’s food services market is still underpenetrate...

newsletters | Aug, 2021

With the right tailwinds, online penetration of food services is set to become 2x by 2025

eLogistics: Delivering Growth

newsletters | Aug, 2021

In-house logistics is increasing steadily, but 3PLs expected to dominate the mix.

MEA: Dissecting the $2bn Funding upsurge

newsletters | Aug, 2021

MEA investments surged to USD 2.1 Bn YTD in 2021, already ~2x of last year

Here’s how consumers are managing their finances better. Are you?

newsletters | Aug, 2021

Digital brokerages have witnessed a phenomenal growth in the last 3 years