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TFTF | Mar 15, 2022


The fortnight thus far

Reports & resources we loved in the last 15 days, once every 15 days.


Issue #75


Mar 15, 2022

 

1

The Private Equity Market in 2021: The Allure of Growth

Buyout deal value and exits shot to stunning records this past year- the average deal size made it to the $1 Bn mark and grew 2x overall in the year. Growth equity and venture AUM had reached 82% of the buyout total. What are some nagging questions worth pondering as we look into 2022?

[ Bain & Co. > Full report here:

 

2

2022 Semiconductor Industry Outlook

The global semiconductor chip industry is expected to grow 10% in 2022 to over $600 Bn. The imbalance in demand & supply in 2021 led to chip shortages, thus pressing a need to add more capacity. 200mm wafer capacity to rise by >10% in 2022. Know more about why this industry is gaining momentum.

[ Deloitte > Full report here:

 

3

The Sunrise Consumer Health and Nutrition Sector

The health F&B segment grew at ~14% CAGR during FY18-21 to reach ₹700 Bn in FY21. 82% see “healthy” as a more important buying factor, 40% are willing to pay a premium for products promoting health and wellness. How are “nutraceutical” players finding a sweet spot amid this growing interest?

[ EY > Full report here :

 

4

Cybersecurity Trends: Looking Over the Horizon

With cyberattacks on the rise, the outlook of this market looks strong. The projected spending on service providers is expected to reach $101.5 Bn by 2025. 85% of SMEs intend to increase IT security spending until 2023. Explore the latest cybersecurity trends and implications it has for organizations.

[ McKinsey & Co. > Full report here:

 

5

Five Rules for Fixing AI in Business

Only 1 in 10 companies has enjoyed significant benefits from AI. The biggest challenge that companies face is addressing the divide between the promise of machine learning and the disappointing results in real-time decision making. How can companies mitigate these risks and improve their operations?

[ BCG > Full report here:

 

6

Role of Foreign Banks in Shaping a Vibrant Bharat

India is the 5th largest recipient of FDI, accounting for $82 Bn in 2020-21. The RBI must ease licensing & capital requirements, provide KYC portability for NRI accounts, etc, to ease global transactions. How can India leverage the foreign banking community to achieve the goals of capital and enterprise?

[ Grant Thornton > Full report here:

 

Every article here has had 100s of hours of effort that have gone into making this relevant, insightful and concise. Due credit and thanks to all these professionals and organizations who toiled to put together these insights, of such high quality, for the use of businesses across the world.

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