TFTF | Apr 04, 2022

The fortnight thus far

Issue #76 | Reports & resources we loved in the last 15 days.

Apr 04, 2022

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2 x Things that will affect you

1. Reliance entering grocery delivery

[ Outlook > Read: Reliance Set To Enter Instant Grocery Delivery Service, To Take On Blinkit, Swiggy Instamart (outlookindia.com) ]

2. Large retailers will embrace D2C significantly

[ ET > Read: D2C is the future of retail: ETILC members - The Economic Times (indiatimes.com) ]

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4 x 1-min perspectives to consider

1. Good financial models are beyond fund-raising.

[ Read: Financial Model beyond fund raise (prequateadvisory.com) ]

2. Are D2C unit economics flawed?

[ Read: Cracking unit economics in D2C (prequateadvisory.com) ]

3. Is PayTM needing to hide its masterplan?

[ Read: Is Paytm playing it close to the chest? (prequateadvisory.com) ]

4. Fashion finally acknowledging sustainability?

[ Read: Ever thought Fashion was Sustainable? (prequateadvisory.com) ]

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4 x Reports you need to read

1. Global Private Markets Review 2022

Fundraising grew ~20% in 2021. PE’s AUM is ~2/3rd of the total across private markets. Uncover the latest insights.

[ McKinsey & Co. > Full report here:

mckinseys-private-markets-annual-review-private-markets-rally-to-new-heights-vf.pdf ]

2. 2022 Digital Trends

Poor integration between tech and the lack of innovation is holding about 50% of ‘laggard’ marketing organisations back. So, what are the leading marketing organizations doing so differently?

[ Adobe > Full report here:

Adobe Digital Trends 2022 - CORE -TD.indd ]

3. Reconsidering Consumer Education

40% of the times, the most helpful sources of information come from other consumers. Does this call for reconsideration of consumer education?

[ Kearney > Full report here:

Reconsidering consumer education -- 2022 Q1 Quarterly Brief - Kearney ]

4. Power Sector Accelerating E-Mobility

Despite rapid acceleration in EV adoption, the lack of charging infrastructure is cited as the most significant (67%) barrier. What’s the future for power & utilities companies in times of EV?

[ Ernst & Young > Full report here:

power-sector-accelerating-e-mobility-2022-ey-and-eurelectric-report.pdf ]

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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.