The fortnight thus far
Issue #100 | Reports & resources we loved in the last 15 days.
Apr 15, 2023
2 x Things that will affect you
1. India’s exports to cross $710 billion in FY23
[ Business Standard > Read: India's merchandise imports to cross $700 bn in FY23 on higher crude: GTRI (business-standard.com) ]
2. India’s Foreign Trade Policy aims to reach $ 2 trillion by 2030
[ Moneycontrol > Read: India’s Foreign Trade Policy aims $2 trillion exports by 2030; rolls out key measures (moneycontrol.com) ]
4 x 1-min perspectives to consider
1. Ethics over “growth at all costs”
2. The Nexus between Govt and Tobacco giants
3. Accountability should be system driven, not just at the CXO level.
4. Models that can prepare you for impact
4 x Reports you need to read
1. The Sustainability Imperative in Emerging Markets
From China to the UAE to Brazil, companies are finding that mere pledges to go green and be socially responsible are not enough. Recent research also indicated strong correlation between emerging market companies’ scores in ESG indexes as well as key financial and valuation metrics. The question remains how can all companies integrate ESG principles in their business practices?
[ BCG > Full report here:
2. India’s Tech SMEs: Rising in the Global Digital Arena
Tech SMEs in India contribute 7-9% to the technology industry, with roughly 90% in the micro and small categories. With focus on cloud migration, SaaS, digital engineering, and advanced analytics and AI-based solutions, digital SMEs have grown 4x since FY19. This report covers a brief landscape, growth trends, key evolving themes, and the potential growth outlook through FY30.
[ Nasscom > Full report here:
3. How Consumer Goods Companies Can Future-Proof Their Business With Web3
New technologies will transform the ways that consumer goods (CG) companies interact with consumers. This report in particular explores how web3, a decentralized approach to the Web, offers CG companies in the GCC a chance to update their business and operating models to serve consumers better, improve productivity, and future-proof their organizations.
[ PwC > Full report here:
4. Asia Pacific Private Equity Report 2023
After a turbulent 2022, where Asia-Pacific deal value, exit value, and fund-raising all plunged, the macroeconomic landscape remains unstable, and higher inflation and weaker growth are likely to have a strong impact on investment choices and portfolio performance in the coming year. This report explores the current scenario and how PE funds are exploring cost management and efficiency in their portfolio companies.
[ Bain & Co. > 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.
