Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

With real GDP surging by 6.8%, India was one of the fastest growing economies globally, even exceeding the 6.7% posted by China. Its mega-cities of Mumbai and Delhi have traditionally concentrated the largest luxury good markets in the country, making them the most lucrative venues in India for expansion in the premium and luxury goods market. Nonetheless, in light of high corporate debt levels and growing protectionism, according to Euromonitor International research, the probability of an emerging market slowdown is estimated at 10-15% over a one year horizon, rising to 20-28% over two years. The consequences of an emerging market slowdown on Delhi’s and Mumbai’s high end market will be evaluated using our newly released Income Distribution tool.

With real GDP surging by 6.8%, India was one of the fastest growing economies globally, even exceeding the 6.7% posted by China. Its mega-cities of Mumbai and Delhi have traditionally concentrated the largest luxury good markets in the country, making them the most lucrative venues in India for expansion in the premium and luxury goods market. Nonetheless, in light of high corporate debt levels and growing protectionism, according to Euromonitor International research, the probability of an emerging market slowdown is estimated at 10-15% over a one year horizon, rising to 20-28% over two years. The consequences of an emerging market slowdown on Delhi’s and Mumbai’s high end market will be evaluated using our newly released Income Distribution tool.

How an Emerging Market Slowdown Will Impact Delhi's and Mumbai's Luxury Goods Market

Volume and value sales of consumer appliances in India increased strongly in 2016. The fact that monsoon conditions were better in 2016 [and that most Indians still depend on agriculture to make a living] resulted in an increase in disposable incomes in rural areas and a consequent rise in demand for consumer appliances. Furthermore, the number of players in the consumer appliances industry is increasing. To sustain increasing competition, manufacturers are expected to cut prices during the forecast period.

Volume and value sales of consumer appliances in India increased strongly in 2016. The fact that monsoon conditions were better in 2016 [and that most Indians still depend on agriculture to make a living] resulted in an increase in disposable incomes in rural areas and a consequent rise in demand for consumer appliances. Furthermore, the number of players in the consumer appliances industry is increasing. To sustain increasing competition, manufacturers are expected to cut prices during the forecast period.

India's Consumer Appliances Industry Gets a Boost in 2016

Asia focused research insights & advisory, Asia Advisors

Vinay Patel

Asia focused research insights & advisory

Asia Advisors

Asia Advisors is an independent financial advisory and research firm working closely with corporates and institutions to provide consulting solutions & research insights. We provide advisory services including capital solutions, business strategy and investment insights.
Firm is headed by Vinay Patel who has close to two decades of experience in research and business development at large, international investment banks such as HSBC and ICICI Securities. Led research efforts in areas of Macroeconomics, Asset Allocation & Investment Strategy for close to a decade in global & domestic research teams. As a business head in Singapore, advised top global investment management firms & Portfolio managers in Asia for India related investments.
Vinay was recently joined by Swapnil Manish, an investment banker and ex-ecommerce entrepreneur with more than 12 years of experience. Swapnil was the TMT banker at BNP Paribas and was part of several large M&A and ECM transactions (Bharti-Zain, Bharti Infratel IPO, Schneider-Zicom among several others). He's also had a stint as an ecommerce entrepreneur having launched & led Mumbai's first online grocery player.

The Government presented a fiscally sound budget and avoided any major steps to boost expenditure and mitigate the shock of demonetization. Catching the street by a little surprise, the government stuck to the Fiscal responsibility act and reduced the fiscal deficit target for the year ending March'18 to 3.2% of GDP (vs 3.5% in March'17).  Relief has been provided on the personal income side to low and middle-income earners (people with salaries in Rs 0.25m-0.5m range) where the tax has been…

The Government presented a fiscally sound budget and avoided any major steps to boost expenditure and mitigate the shock of demonetization. Catching the street by a little surprise, the government stuck to the Fiscal responsibility act and reduced the fiscal deficit target for the year ending March'18 to 3.2% of GDP (vs 3.5% in March'17).  Relief has been provided on the personal income side to low and middle-income earners (people with salaries in Rs 0.25m-0.5m range) where the tax has been…

Budget a Non-Event as Govt Plays Safe; Falling Yields to Shift Asset Allocation to Equities

Specialist in Indian Banking and Economic Research

Hemindra Hazari

On the eve of the budget, shares on the stock market have rallied, raising hopes of the long delayed revival in private sector capital expenditure and corporate earnings. But against the backdrop of an already slowing economy followed by the ill-conceived, disastrously executed demonetisation and marginal room for a major fiscal stimulus might this be a false dawn?

On the eve of the budget, shares on the stock market have rallied, raising hopes of the long delayed revival in private sector capital expenditure and corporate earnings. But against the backdrop of an already slowing economy followed by the ill-conceived, disastrously executed demonetisation and marginal room for a major fiscal stimulus might this be a false dawn?

APAC IPOs & Placements, Aequitas Research

Akshat Shah

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Juniper Green Energy Ltd / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/juniper-green-energy-ltd" target="_blank" data-smartkarma-citation="entities:45455:1" rel="noopener">Juniper Green Energy Ltd (1831458D IN)</a> is looking to raise around US$350m in its upcoming India IPO. </li>
<li>Juniper Green Energy Limited (JGEL) is an independent power producer (IPP) engaged in the development, construction, operation, and maintenance of utility-scale renewable energy projects.</li>
<li>In this note, we look at the firm’s past performance.</li>
</ul>



Juniper Green Energy Ltd (1831458D IN) is looking to raise around US$350m in its upcoming India IPO. 
Juniper Green Energy Limited (JGEL) is an independent power producer (IPP) engaged in the development, construction, operation, and maintenance of utility-scale renewable energy projects.
In this note, we look at the firm’s past performance.


Aequitas: Juniper Green Energy Pre-IPO - Execution-Led Growth but Risks Remain

India

Titan Company Limited is an Indian fashion accessories company that primarily manufactures jewellery, watches, and eyewear. The company also offers fragrances, fashion accessories, and Indian dress wear under various brands. It is part of the Tata Group and was founded in 1984, with its corporate headquarters in Bengaluru, India.

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Titan (TTAN IN)

How an Emerging Market Slowdown Will Impact Delhi's and Mumbai's Luxury Goods Market

With real GDP surging by 6.8%, India was one of the fastest growing economies globally, even exceeding the 6.7% posted by China. Its mega-cities of...

Euromonitor International Ltd.

India's Consumer Appliances Industry Gets a Boost in 2016

Volume and value sales of consumer appliances in India increased strongly in 2016. The fact that monsoon conditions were better in 2016 [and that...

Euromonitor International Ltd.

Budget a Non-Event as Govt Plays Safe; Falling Yields to Shift Asset Allocation to Equities

The Government presented a fiscally sound budget and avoided any major steps to boost expenditure and mitigate the shock of demonetization....

Asia Advisors

Pre-Budget: Marginal Room for Stimulus

On the eve of the budget, shares on the stock market have rallied, raising hopes of the long delayed revival in private sector capital expenditure...

Hemindra Hazari

Aequitas: Juniper Green Energy Pre-IPO - Execution-Led Growth but Risks Remain

Juniper Green Energy is looking to raise around US$350m in its upcoming India IPO. In this note, we look at the firm’s past performance.

Akshat Shah

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