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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

Online Groceries: The New Normal

newsletters | Aug, 2021

Higher focus on fresh groceries and supporting infrastructure are key to ensuring higher margins and better bottom-line

Black Friday 2021 – Looking Beyond Discounts

newsletters | Aug, 2021

More than 95% of consumers plan to use some digital channel for product discovery this Black Friday.

How technology is shaping personal mobility?

newsletters | Aug, 2021

Mobility recovered 69% with an overall of 78 million rides.

Retail Transformation – The Omnichannel Way

newsletters | Aug, 2021

Traditionally offline brands have been launching online stores while on the other hand platforms that began as pure-play online channels are opening brick-and-mortar stor...

Digital Economy : Fintech leads in Growth

newsletters | Aug, 2021

Insurtech and Lending growth is expected to be ~5 times higher in future

How are Indian shortform apps making it big?

newsletters | Aug, 2021

India’s digital ad market to become ~$10Bn by CY25

Southeast Asia Food Delivery – Piping Hot Again

newsletters | Aug, 2021

Cloud Kitchens have emerged as the new gateway to food service industry

Monetizing shortform, the Tiktok way

newsletters | Aug, 2021

Social and video media platforms such as Facebook and YouTube soon followed providing consumers with new ways to interact and brands adopted those platforms for ads....

Not just you, everybody is loving Q-commerce

newsletters | Aug, 2021

Quick commerce is estimated at USD $~0.3 Bn in CY2021 and is expected to grow 10-15x in the next 5 years, to become $5 billion by 2025...

Retail Transformation – Vertical Play

newsletters | Jul, 2021

Consumers have evolved over the years and Digital has become a strong contributor to retail sales.

MENA Q-commerce: Unlocking $20bn

newsletters | Jul, 2021

MENA Q-commerce market is expected to grow by 24% to reach $20bn as consumers continue looking for convenience and immediate gratification....

India’s Digital Maturity- How far have we come?

newsletters | Jul, 2021

A key factor for this growing trend is the cohort of millennials and Gen Z who spend most of their time on digital platforms.

Indonesia Edtech : Reading Between The Lines

newsletters | Jul, 2021

The EdTech market got a boost thanks to COVID to reach >USD 200 Mn in size in 2020

eGrocery: Pureplay Etailers drive growth

newsletters | Jul, 2021

In a span of one year, we have seen the KSA eGrocery market grow from negligible share in 2019 to 1% in 2020. However KSA’s eGrocery maturity still lags compared to oth...

The soaring share of digital advertising

newsletters | Jul, 2021

With the increasing spend, India’s digital ad market will likely grow 10x

Etail Leadership – Horizontals lead but face headwinds

newsletters | Jul, 2021

Etailing Horizontals are the distinct leaders while Specialists are lagging

Takeaways from “GZ5: Internet Economy on the cusp of wave 2”

newsletters | Jul, 2021

The SEA Digital Economy is expected to multiply more than 3x in 5 years, reaching $ 365 Bn by 2025

The elusive booming of shared credit market in India

newsletters | Jul, 2021

India’s shared credit market is $550Bn size of addressable market

Decode Digital Economy through our lens

newsletters | Jul, 2021

Of digital economy, online retail remains a big part which will likely touch $350B GMV by 2030

Ground Zero 5.0 – MENA Internet Economy Coming Of Age – A Recap

newsletters | Jul, 2021

MENA Digital Economy to reach new heights

Vietnam Edtech : Cracking The K-12 Puzzle

newsletters | Jun, 2021

Edtech players need to re-think their value proposition and focus around the gap areas in order to capitalise on the massive edtech opportunity...

#3 Delivery Delight Index

newsletters | Jun, 2021

This third edition of Delivery Delight Index has unveiled how digitally native brands are providing a superlative delivery experience on the back of third-party logistics...

eCommerce Roll-Ups: On A Roll

newsletters | Jun, 2021

E-Commerce has been flourishing as an important channel for retail of consumer products across the globe and has paved way for retailers, merchants, and independent priva...

Prime Day – Amazon’s Yearly Festival of Sales

newsletters | Jun, 2021

UAE Prime Day is still in emerging phase with 140% sales increase from an ordinary day compared to 250% in US

Is the era of live commerce set to begin?

newsletters | Jun, 2021

India’s telemedicine market is currently ~INR 7K Cr. The segment is now seeing more traction as people are adopting it faster as they are reluctant to risk and physical...

MENA Ramadan: Biggest Shopping Moment

newsletters | Jun, 2021

Electronics and Gaming were highly dominated by online channel whereas Kitchen & Dining and Jewelry by offline channel

Philippines Edtech: Rewriting The Education Landscape

newsletters | Jun, 2021

Philippines witnessed a plethora of online education platforms emerging in the last few years with differentiated offerings

Vietnam E-Commerce: Structurally Different!

newsletters | Jun, 2021

3PL dependence has remained relatively high as players optimise their in-house logistics spend.

QSR Market: Always Adapting to Change

newsletters | Jun, 2021

QSR’s are usually met with the trade-off between focusing on their own app vs a marketplace app. Each have their own pros and cons. Broadly, having one’s own app crea...

Corporate-run health & wellness programs see increasing maturity ...

newsletters | Jun, 2021

India’s telemedicine market is currently ~INR 7K Cr. The segment is now seeing more traction as people are adopting it faster as they are reluctant to risk and physical...

MENA Food Service Market – Going Back to Normal

newsletters | May, 2021

Online Food service market penetration to remain stable at around 15-20%

Indonesia eCommerce: Sea Change In Small Steps

newsletters | May, 2021

Q1 succeeds the most popular, promotion-heavy quarter of the ID eCommerce Market, yet grew by 3% QoQ.

India’s last mile is expected to become a $6Bn profitable market by ...

newsletters | May, 2021

India’s last mile delivery market is moving in a similar direction to markets like China and USA where the penetration has reached more than 10%. Following this growth ...

The $2.5Bn Breakout Opportunity within the Indian Female Innerwear Mar...

newsletters | May, 2021

Indian Female Innerwear Market is likely to be USD 11-12 opportunity by 2025

SaaS: Seizing Indonesia’s SME Digitisation Opportunity

newsletters | May, 2021

Indonesia is home to over 65 Mn SMEs that have the highest contribution to GDP

Kitchen Drives Home

newsletters | May, 2021

Horizontals have captured majority of market share

A $80 billion market | Minimally Invasive Surgery

newsletters | May, 2021

Indian healthcare market is expected to double in the next five years

Short Form Market Updates

newsletters | May, 2021

Published on: Apr 2021 India’s shortform video apps has seen V-shaped recovery; bringing back the userbase to nearly 100% of TikTok user base levels, Published on: Dec ...

Baby boom to boost online baby care

newsletters | May, 2021

Online players are better positioned to capture the emerging opportunity: > USD 1 Bn to be added to Online Mom & Baby care segment over next 5 years...

Online higher education to grow 10x over the next 5 years

newsletters | May, 2021

The market in India will grow 10x over the next 5 years to reach $5 billion by FY2025

Keeping up with the consumer

newsletters | May, 2021

Q-commerce has enabled consumers to try new online categories because of its convenience thus increasing the share of wallet.

Short Form Video: ‘Short’ Cut to Success

newsletters | May, 2021

These platforms provide a shot at fame for small time content creators and are an effective channel for brands to reach the large young sub-urban/tier2+ consumer cohort...

MENA Electronics: An Essential Sector to Online Retail

newsletters | May, 2021

MENA online electronics has ~3x penetration levels compared to online retail

Mobility recovers but is it ready to take another hit?

newsletters | May, 2021

Mobility recovered 69% with an overall of 78 million rides.

Lebaran 2021: Bright Spot For Online Sales

newsletters | Apr, 2021

Lebaran 2021 is expected to contribute USD 5+ Bn to e-tail GMV

MENA Fashion – Trendsetter in Retail

newsletters | Apr, 2021

Offline fashion is poised to recover this year while online fashion is growing strong Y-o-Y

97% of users are back | Made in India Shortform apps

newsletters | Apr, 2021

Indian apps have retained 65-70% of the Tiktok era users driven by acquisiton of influencers on these platforms as well as efforts to provide better product experience fo...

What’s Brewing In Indonesia’s Coffee Chains?

newsletters | Apr, 2021

Domestic Consumption of Coffee has been growing fast in Indonesia - despite the recent fall in exports

MENA Online Retail – Gaining Ground in the Global Space

newsletters | Apr, 2021

The MENA market has grown significantly in recent years and its GMV has become comparable to other emerging economies such as India and Indonesia....

3PL looks at 10X growth

newsletters | Apr, 2021

The hyperlocal growing much faster 3PL volume in hyperlocal to become 10 times of its current size

Roll call on SEA IPO potentials

newsletters | Apr, 2021

e-Commerce markets in ASEAN have seen strong growth in 2020

Ramadan – Importance to Retail

newsletters | Apr, 2021

Ramadan 2021 to contribute more than $2Bn to e-tail GMV, 2x that of 2019