In India, EV sales in FY22 rose over 200% relative to FY21 across segments- 2-wheelers, 3-wheelers, passenger vehicles, and commercial vehicles. As EV sales accelerate, each segment will see EVs gaining share while ICE vehicle sales will peak and decline at different points during the coming decade. This transition will create tremendous opportunities in the EV ecosystem and huge challenges across the ICE sector.
EVs-Accelerating for Takeoff Read More »
In November 2021, India announced the goal of NZE by 2070 and several ambitious targets for 2030. This will necessitate huge shifts in numerous sectors and the induction of several new technologies. Corporates, new ventures, and startups are rapidly moving into emerging areas even as the economy gets transformed.
Meeting India’s NZE Objectives Read More »
The number of startups reaching unicorn status ( valuation over $1 Bn) in India touched 68 in September 2021- behind only the USA and China. Of these, 30 were added during 2021 alone. An expanding startup ecosystem is creating a burst of innovation, disruption, employment, and economic growth posing fresh challenges and opportunities for many existing firms.
Indian Unicorns- the next wave of disruption Read More »
Net Zero Emissions (NZE) of greenhouse gases (GHG) by 2050 is becoming imperative to contain global warming to 1.5 °C. Radical shifts in many sectors will be required to achieve this ambitious task. This will lead to huge opportunities in several areas as well as serious challenges in others. The world economy by mid-century will be totally transformed. But with NZE, it will finally be on a sustainable growth path.
Net Zero Emissions- Transforming the Economy Read More »
Electric Vehicles (EVs) are poised to disrupt the auto sector in India during the coming decade. An array of new EV models with novel features and applications will be launched. The way vehicles are sold, used, and owned is also being redefined. This will create enormous opportunities across the entire automotive ecosystem.
Electric Vehicles- Opportunities Galore Read More »
In recent months, the Government of India (GOI) has announced several major structural reforms. These include Production Linked Incentives (PLI), Labour laws, farm reforms, and a sweeping privatization & asset monetization program. Once implemented, they will be game-changers- creating new opportunities and challenges for Indian firms in a rapidly evolving economy.
India’s Reforms- A Game Changer Read More »
Numerous startups, as well as established firms, are battling in the fintech space. They are targetting India’s estimated 820 mn internet users in 2022- mostly on smartphones. Their focus is on speed, convenience, transparency, and lower costs. Also, on financial inclusion for the underserved e.g. MSMEs, millenials, and unorganized workers. This is transforming the financial sector and will create long-term benefits for all customers.
Finance- Transformed by Tech Read More »
The viewing of content delivered over the internet- over the top (OTT) services- accelerated during the lockdowns of 2020. In the future, revenues from OTT are likely to exceed those of pay-TV in India. This is disrupting all major segments of the entertainment sector- pay-TV, movie theatres, and print media. All firms will have to reinvent themselves to safeguard their future. The consumer is spoilt for choice and will have the final say.
Entertainment- Disrupted by the Internet Read More »
The pandemic has opened the floodgates to large-scale digital adoption and innovative new ventures across the healthcare sector in India. This will lead to widespread disruption over the coming decade. The consumer can look forward to greater choice, improved health, access to new technologies, and a superior healthcare experience.
Healthcare- Facing Digital Disruption Read More »
Indian consumers learned digital shopping during the lockdowns of 2020. The entire retail sector is now at a crossroads. Horizontal platforms, super-apps, vertical specialists, niche marketplaces, and local outlets will all compete for the retail pie. The consumer will be the biggest beneficiary. Those players who meet and exceed her expectations will be the winners.
Retailing- at the Crossroads Read More »