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Foodtech – A Growing Appetite

newsletters | Apr, 2021

Players have been innovating to improve profitability, more players expected to enter

Online Fashion – What’s Trending Now?

newsletters | Apr, 2021

Consumers are now looking at sustainable fashion and value purchases; the luxury segment consumption remained largely unaffected

How big is online rental furniture market?

newsletters | Apr, 2021

Rental furniture or appliances is a Rs 33,500 crore market in India

Indonesia – Digital Bookkeeping 101

newsletters | Mar, 2021

Indonesia is home to ~64 Mn MSMEs who employ 97% of the country’s workforce and account for ~61% of the GDP

MENA Startups – Going the IPO way

newsletters | Mar, 2021

Consumer shift towards online is permanent and will drive further growth

What is driving consumption on Netflix and other OTT platforms?

newsletters | Mar, 2021

Telecom bundling worked well for OTT video increasing number of subscriptions per year

Digital Payments – The power of Buy Now Pay Later

newsletters | Mar, 2021

Direct discounts and cashback promotions are widely rolled out to beat the stiff competition amongst top players.

Q-commerce | The Demand For Speed

newsletters | Mar, 2021

Q-commerce is a market defined by very fast delivery from local shops, restaurants, and dark stores. It is usually characterized by under 2-hour delivery....

How 3PLs are helping brands and retailers succeed?

newsletters | Mar, 2021

Delivery experience has taken centre stage in driving consumer NPS

E-Commerce Enablers: Rising Behind The Scenes

newsletters | Mar, 2021

eCommerce enablers becoming increasingly relevant and important over time

India Internet | Getting Ready for IPO

newsletters | Mar, 2021

India Internet grew at a CAGR of ~30% over the last decade, resulting in 13X growth of the sector.

Social Media Spend Goes Mainstream

newsletters | Mar, 2021

Social media now accounts for almost half of the digital advertising spend in the MENA region. We expect that in 2021, social media ad spend will overtake non-digital/tra...

Indonesia e-Commerce: In A Sweet Spot

newsletters | Mar, 2021

Massive onboarding of new users has happened in 2020 – next 1-2 years could be spent on consolidating & maximizing potential of existing users...

Where is the online meat market headed?

newsletters | Mar, 2021

Meat market is expected to become $80-85 Bn by 2024 and is up for disruption by branded players

Edtech – Entrée or Main Course ?

newsletters | Mar, 2021

EdTech platforms have seen a drastic rise in the number of new subscribers to the platforms.

Media: OTT Takes Centre Stage in SEA

newsletters | Mar, 2021

Regional players are giving a tough fight to global players like Netflix, curated localized content could prove key differentiator...

Mobility’s recovery graph

newsletters | Feb, 2021

Mobility recovered 63% with overall 71 million rides

What’s cooking in FoodTech: Part 2 – Cloud Kitchen

newsletters | Feb, 2021

Food Delivery platforms stepped up amidst this, offsetting some of the topline impact for restaurants

KaaS – The backbone of Dark Kitchens?

newsletters | Feb, 2021

UAE online food delivery is expected to grow by a CAGR of 23% with rising penetration of dark kitchens

What will drive e-health growth?

newsletters | Feb, 2021

Omnichannel will be another big opportunity in eHealth

e-Grocery – Rising Maturity in Kuwait

newsletters | Feb, 2021

e-Grocery players that address the pain areas will grow faster than the market

What’s cooking in FoodTech: Part 1 – Delivery

newsletters | Feb, 2021

Grab & Gojek dominate the market across SEA and players looking to expand services towards grocery and other allied categories to increase use cases for customer & drive ...

How 2020 changed OTT video consumption

newsletters | Feb, 2021

Higher releases leading to strong growth for Originals & movies consumption on OTT

BNPL – The growing relevance of BNPL platforms in the UAE

newsletters | Feb, 2021

BNPL players in the UAE have only just entered the market and have cumulatively received approximately $40 million+ in funding.

How e-commerce made a comeback

newsletters | Feb, 2021

By CY25, verticals will have a significant share in fashion & grocery

Digital Payments – Emergence of New Growth Drivers

newsletters | Feb, 2021

Being a key enabler for the internet economy allows E-wallets to have greater leverage and remain unaffected by slowdowns much like the one caused by Covid-19...

SEA: Bytes On Digital Diet

newsletters | Feb, 2021

Students are the key consumer cohort with the highest digital activity followed by salaried employees and self-employed professionals...

Value-first eGrocery in India – a huge opportunity!

newsletters | Jan, 2021

More than 60% of the huge ~$300 Bn eGrocery addressable market is led by value-first households

Indian Wealthtech – A $60 Bn opportunity by FY25

newsletters | Jan, 2021

India has ~4 million Wealthtech investors (FY20), who are expected to grow by ~3x to reach ~12million by FY25.

Cash on Delivery – Another casualty of the pandemic?

newsletters | Jan, 2021

Fast forward to today and this is reflected in usage of COD which has come down to ~20-30% of online shopping orders in UAE. One possible reason is the expected stickines...

A peek inside the growth of D2C & DNB brands

newsletters | Jan, 2021

D2C are brands that do >10% sales from their native platform, and DNB are brands that do >60% sales online.

2021: The year Crtl C + Ctrl V won’t work

newsletters | Jan, 2021

Social media penetration stands at 99% in UAE and 72% in KSA.

Inside $500M Indian Smartphone Insurance market

newsletters | Jan, 2021

~557 Mn people in India have access to a smart-phone by 2020 which would go up to ~939 Mn by 2025.

Has social commerce spread its wings this year?

newsletters | Dec, 2020

Growth of social commerce is likely to create new opportunity for millions of resellers and suppliers in next 5 years

VIETNAM eB2B: Sit Up & Take Notice

newsletters | Dec, 2020

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...

White Friday – The Evolution of Consumer Sentiment

newsletters | Dec, 2020

An interesting factor is that an overwhelmingly large proportion of consumers believe that discounts during the white/yellow friday period are higher online than they are...

Who won our first logistics index?

newsletters | Dec, 2020

With the increasing growth of e-commerce, shipments are estimated to grow from 2.5 billion in FY2020 to over 10 billion by FY 25.

ASEAN Used Cars: Digitized supply meets elevated demand

newsletters | Dec, 2020

COVID has proven to be a catalyst for the segment - Southeast Asia's ~USD50 Bn used-car market is all set to mirror the success of Carvana, Cazoo, Cars24...

What is the big deal about Short Form content ?

newsletters | Dec, 2020

This market which was initially created by Bytedance-owned TikTok, saw a massive void after the app’s ban in June. 40% of the market is now owned by Indian apps....

ASEAN E-Grocery: Basketful of Opportunities

newsletters | Dec, 2020

eGrocery is set to grow into a USD 9 Bn+ market by 2020 with Indonesia accounting for the majority of this 

A new Silver Lining to India’s Meat Market

newsletters | Dec, 2020

Online meat has grown 2.5-3x since COVID, with a large growth runway ahead

Dark Kitchens – The Bright Future of Food Services

newsletters | Nov, 2020

Pre-COVID estimates of $16bn, the food services market is now estimated at $9bn in UAE as lockdown restrictions suppressed the sector....

Southeast Asia: Beefing Up Alternative Meats

newsletters | Nov, 2020

Southeast Asia presents a USD 10-15 Bn dollar opportunity for the alternative meat producers assuming a conservative target user cohort of 11% of the population as of 201...

What’s next for pharma in India?

newsletters | Nov, 2020

Offline to Online pharma models currently play in the ~8-10% organized portion of pharma retail in India

The Power of Exclusive Sales – Amazon Prime Day UAE 2020

newsletters | Nov, 2020

Consumers took advantage of the ~3000 deals on Amazon UAE during Prime Day which offered an average discount of 25-30%.

ASEAN GAMING PART 2: Game On!

newsletters | Nov, 2020

This market seems to have a lot of preconditions to achieve massive growth over the next 2-3 years. If the right supply side levers are pulled, this opportunity could mul...

Education & Technology | What lies ahead?

newsletters | Nov, 2020

A paltry of 15-20% of the schools had working computers, before the pandemic. As the above chart shows, majority of the schools in India are Government-run which caters t...

Healthcare at Home?

newsletters | Nov, 2020

Lifestyle diseases contribute to about 50% of expenditure on in-patient beds in urban India and also require frequent hospital visits creating hassle for patients....

Video Killing The Audio Star?

newsletters | Nov, 2020

Paid users contributed USD 43 Million in revenue during August 2020 alone

Indonesia E-Commerce 4Q20: Stellar Shopping In The Offing

newsletters | Nov, 2020

eCommerce categories all show a massive jump in GMV in Q4 2020

“Add to Cart” || Anticipations of Festive Sales in UAE

newsletters | Nov, 2020

Q4 Festive sales to reach ~$1.5 Bn at a 65% y-o-y growth rate

ASEAN: Game On! – PART 1

newsletters | Oct, 2020

Being a market that is still developing, only ~15% gamers were paying users in a Pre COVID world

Online Rummy Growing in Spades beyond South India

newsletters | Oct, 2020

Enabling the game of Online Rummy to become a USD 1400 Mn in market size by 2024

Indonesia E-Commerce: Grocery Has Arrived

newsletters | Oct, 2020

eGrocery market set to grow 5-6x in 2020

e-Grocery in UAE & KSA: Q3 Update Report Pre-view

newsletters | Oct, 2020

MENA e-Grocery GMV had been growing in double digits YoY until 2019, and was expected to grow at ~60%. However, Covid-19 has more than doubled the eGrocery markets in UAE...

What will you be shopping online this festive weekend?

newsletters | Oct, 2020

90% of the surveyed sample plan to buy online this year which will give a significant boost to e-commerce growth across categories....

Re-e-tail: Reimagining a new retail for India

newsletters | Oct, 2020

Rise of ‘Integrated eCommerce’ which digitizes both the front end and back end will create a new retail model in post COVID world...

Indonesia e-Trucking: Licensed To Thrill

newsletters | Oct, 2020

Road transportation accounts for close to half of the transportation market by value representing a USD 50 Bn+ opportunity in 2019...

Logistics in the 2020 eCommerce Festive Season

newsletters | Oct, 2020

Basis strong shipments growth, we expect the festive sales GMV for the first event to grow 50% y-o-y over CY19 to reach $4 Bn

Product launch: ‘Online Grocery – What brands need to know’

newsletters | Sep, 2020

1.5-1.6x increase in online grocery households in May vs Jan, most of which is organic adoption especially April onwards.

Indonesia eB2B – Maths Behind The Models

newsletters | Sep, 2020

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 bei...

Indonesia Social Commerce: Turning A Corner

newsletters | Sep, 2020

Social commerce has historically been dominated by Fashion category owing to the fragmented nature of supply leading to a wide array of offerings that different sellers t...

India’s eCommerce’s #festivaloffirsts set to brighten the ...

newsletters | Sep, 2020

Driven by the massive shopper growth, we expect the festive sales for the first event to grow 50% y-o-y over CY19 to reach $4 Bn

E-Commerce: Is D2C the next leg of evolution?

newsletters | Sep, 2020

Vertical players have faced multiple challenges in scaling up and finding the right segments to target in the face of strong competition from the much larger horizontals....

Online Gaming – Fast Growing Opportunity Segment to Grow 5x in N...

newsletters | Sep, 2020

40% users significantly increased their engagement on online gaming platforms. Unable to step of home, Gaming kept the existing users busy....

eHealth – All set for recovery post the COVID hurdle

newsletters | Sep, 2020

Moving forward, the sector is expected to bounce back and grow at ~70% CAGR to reach $2 Bn GMV by FY 21. eConsultation is expected to grow at a lightening pace, while eDi...

Indonesia E-commerce: Racing Ahead

newsletters | Sep, 2020

At a macro level, GDP/Capita in Indonesia is close to 2x that of India and the retail spend is 2-2.5x that of India. The digital funnel is more evolved with highly digita...

Indian Mobile Payments: 5x growth by 2025

newsletters | Sep, 2020

In Post COVID scenario, Mobile payments will lead to an additional INR 12 Tn of digital payments by value as consumers get more inclined towards digital payments driven b...

Indonesia Fintech – 4 P’s To Succeed In Payments

newsletters | Aug, 2020

Vertical players have faced multiple challenges in scaling up and finding the right segments to target in the face of strong competition from the much larger horizontals....

Online Higher Education & Lifelong Learning – 10x growth potent...

newsletters | Aug, 2020

The gross enrolment ratio (GER) for higher education is a measure of the number of schoolchildren who go on to become undergraduates (UG), postgraduates (PG), or diploma ...

SEA E-Commerce – Opportunity For Verticals To Emerge?

newsletters | Aug, 2020

Vertical players have faced multiple challenges in scaling up and finding the right segments to target in the face of strong competition from the much larger horizontals....

Online Higher Education & Lifelong Learning – The time is now!

newsletters | Aug, 2020

With changes in regulations, the addressable opportunity for Online Higher Education and continuous learning has grown ~6x – contingent on proposed rules in NEP 2020 be...

News Aggregators Market Updates

newsletters | Aug, 2020

Buy Full Report 1. Dailyhunt emerges as the clear leader in terms of Reach and advertiser Trust Published on: Jun 2019 RedSeer’s Content Leadership Index evaluates the ...

Indonesia Education – Does EdTech Have The Answers?

newsletters | Aug, 2020

Indonesia Education eco-system is among the largest globally, it is marred by inadequate public spending and a low teacher student ratio....

Indian Fintech – Poised for a strong recovery post COVID

newsletters | Aug, 2020

Driven by the COVID push, ~17 Mn new Insurtech policy buyers will get added in the next 2 years, to take the overall number to ~30 Mn...

Getting to precovid levels with ” New Normals “

newsletters | Aug, 2020

While July turned to be a decent month for the OTT Audio space, which witnessed a recovery. For the OTT Video and Shortform sector, it was a month were new normals were e...

ASEAN eCommerce and Logistics: Rising to Deliver – Part 4

newsletters | Aug, 2020

Consumers also expressed strong willingness to continue using online channels for purchases in future, in a post Pandemic era. This increased demand for e-commerce will c...

eHealth – Government’s partner in building a healthier society

newsletters | Jul, 2020

The eHealth sector has come across as a clear beneficiary of the lockdown, with 1.5x higher baseline in June

COVID charm on eGrocery models, including JioMart

newsletters | Jul, 2020

With presence across 200 cities in India, most of which have limited or no eGrocery penetration, JioMart is set to onboard 2 Mn households by the end of this year year. C...

ASEAN eCommerce and Logistics: Rising to Deliver – Part 3

newsletters | Jul, 2020

ASEAN eLogistics has seen massive growth, accounting for a multi-billion dollar industry in 2019 – we forecast 30-35% CAGR for the next 3-5 year horizon...

Accelerated Digitization in India Internet Post COVID- Part 2

newsletters | Jul, 2020

Contribution of E-Tailing to India Internet spiked massively as the category reached a USD 36 Bn Annualized GMV in June, +30% vs Jan....

ASEAN eCommerce and Logistics: Rising to Deliver – Part 2

newsletters | Jul, 2020

Social commerce has seen an uptick in the recent months owing to Covid-19. Lockdown measures have resulted in decreased store time and extremely low footfall in offline s...

ASEAN eCommerce and Logistics: Rising to Deliver – Part 1

newsletters | Jul, 2020

The Seller & SME based in ASEAN countries are highly active on social media platforms. They have been quick to adapt to avenues like FB and Instagram to market and sell t...

Ground Zero 2 Perspectives- The Accelerated digitization of Indian Ret...

newsletters | Jul, 2020

Powered by their swift adoption of various front and backend tech, Kiranas were able to sustain their business during COVID and even reach out to a newer set of consumers...

Recovery Stories in Consumer, Retail and Internet

newsletters | Jul, 2020

However, as the partial and full unlock has proceeded, few of the internet sectors have seen either seen a release of the pent-up demand or a new sector baseline has been...

Retail-Tech – The next start-up opportunity

newsletters | Jul, 2020

This is reflected in the ~15-25% increase in online shoppers in the first few weeks of lockdown. ~30-50% of the customers increased their online purchase for the essentia...

Vietnam Healthcare: New Lifeline in eHealth

newsletters | Jul, 2020

Vietnam has very favourable digital enablers and there is a marked shift by the government towards digitizing the entire healthcare ecosystem which seems conducive for th...

eGrocery | First COVID & Now JioMart | Part 2

newsletters | Jun, 2020

COVID-19 provided a significant push to the eGrocery market as consumers realized the value of at-home access to groceries. In addition to providing convenience, variety ...

Indonesia eB2B – Reviving the “Warungs” in a Post COVID World | ...

newsletters | Jun, 2020

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 –...

Indonesia eB2B – Reviving the “Warungs” in a Post COVID World | ...

newsletters | Jun, 2020

"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. Gen...

Hypergrowth in eGrocery – The new-age digital playing field

newsletters | Jun, 2020

This increase in eGrocery purchases was propelled in part by a significant number of first-time users of online grocery platforms. What is interesting is that consumers d...

Vietnam Education: Starting a New Chapter?

newsletters | Jun, 2020

COVID has created a demand upsurge for online learning and EdTech players have adapted quickly to cater to this demand.

India eHealth – COVID-19 Impact and Way forward

newsletters | Jun, 2020

Drive by 3x growth in user base and likely increase in average spends per user especially in prescription drugs and consultations, we are very bullish that the eHealth ma...

India eCommerce and Foodtech- COVID-19 Impact and Way forward

newsletters | Jun, 2020

Orders for leading Foodtech players have dropped by ~80% in the month of April owing safety concerns, WFH being implemented, junta curfews and operations stoppages and co...

eGrocery | First COVID & Now JioMart | Part 1

newsletters | Jun, 2020

The eGrocery market GMV was mere $0.05 Bn in 2013, but has grown 30x in the last 6 years to reach $1.5 Bn GMV in 2019.

How did COVID-19 impact India Internet and what’s the way forward

newsletters | Jun, 2020

In a pre-covid world, India Internet was one of the most attractive markets globally, expected to deliver 30+% CAGR over a 6 year time horizon....

EdTech – COVID Tailwinds – The Time is Now

newsletters | Jun, 2020

EdTech companies too have been agile in responding to the crisis by making their offerings free – resulting in almost 2x rise in EdTech users within a couple of months ...

Indonesia Healthcare: COVID injects fresh impetus to eHealth

newsletters | Jun, 2020

The Healthcare expenditure has steadily increased in the recent years driven by rising GDP per capita, urbanization and an increase of lifestyle-related diseases such as ...

Tiki Sendo Merger – Implications for VN eCommerce

newsletters | Jun, 2020

Tiki has a high share of captive logistics concentrated in HCM and Hanoi while Sendo fulfils supply though 3PL and has a wider geographic reach - Integrating these logist...

Vietnam eCommerce: Leashing COVID-19, Unleashing 10X Growth | Part 2

newsletters | May, 2020

Hanoi and HCM are the supply and demand centres of Vietnam, accounting together for 18% of population and 35% of economic output.