TFTF | Jan 15, 2021


The fortnight thus far

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


Issue #47


Jan 15, 2021

1

M&A Emerges from Quarantine

In a year plagued by pandemic uncertainties, global M&A soared back up with a record of $1.4 trillion worth of deals post-lockdown. 83% of the CFOs were highly confident in the strengths of their books influencing their M&A decisions. Despite the tailwinds, there is a pressing need for companies to decide the direction of their strategy. From Respond to Recover and Thrive, here’s how.

[ Deloitte > Full report here:

https://www2.deloitte.com/us/en/insights/topics/strategy/m-a-markets-post-pandemic-business.html#:~:text=Globally%2C%20companies%20announced%20a%20record,acquire%20innovative%20and%20sustainable%20technologies. ]

2

Why Sustainability is the New Digital

Sustainability-linked consumer products now grow ~6x faster than other brands, and 73% of global consumers say they would change their consumption habits to reduce their carbon footprints. Yet, many companies fail to account adequately for such huge opportunities during their planning. So, how can companies reinvent themselves to capture these opportunities?

[ Word Economic Forum > Full report here:

https://www.weforum.org/agenda/2020/01/digital-transformation-sustainable-world/ ]

3

Global Economy Watch

The global economy is projected to expand at record speed by around 5%, the fastest rate recorded in the 21st century. India’s GDP ($ 2.8 trillion) is poised to overtake that of France and Germany before the mid of this decade. However, this picture masks an uneven pattern across sectors, companies, and income levels. Here are the other Key Predictions for 2021.

[ PwC > Full report here :

https://www.pwc.com/gx/en/research-insights/economy/global-economy-watch.html ]

4

Ten Technology Trends Moving into 2021

5G mobile network to reach a global economic output of $13.2 trillion and generate 22.3 million jobs by 2035. Keeping up with fast-moving technology trends is critical to retool for the post-pandemic world. Linked here are 10 trends that are already having an impact on a wide range of industries

[ Bain & Co. > Full report here:

https://www.bain.com/insights/ten-technology-trends-moving-into-2021/ ]

5

The Next Normal Arrives: Trends that will define 2021 and beyond

The Covid-19 recovery is shaping the global economy as consumer confidence returns, thereby reflecting a spike in their spending on goods & services, leisure travel, etc. The crisis sparks a wave of innovation and launches a generation of entrepreneurs with >1.5 million new-business applications in the US alone. So, is it safe to say that 2021 will be the year of transition?

[ McKinsey & Co. > Full report here:

https://www.mckinsey.com/featured-insights/leadership/the-next-normal-arrives-trends-that-will-define-2021-and-beyond#:~:text=2021%20will%20be%20the%20year,conditions%20that%20prevailed%20in%202019. ]

6

Emerging Space: Ghost Kitchens

As the popularity of ordering food online grows, ghost kitchen startups emerge as an attractive option for restaurants that get little foot traffic and/or seek to spend less on real estate and kitchen staff. As of this day, $55 billion is the capital invested across 199 deals by investors like Sequoia Capital, Y Combinator, Coatue Management, etc. Know more about this emerging space, here.

[ PitchBook > Full report here:

https://pitchbook.com/blog/emerging-space-ghost-kitchens#:~:text=Ghost%20kitchens%20are%20stripped%2Ddown,for%20online%20delivery%20and%20catering. ]

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.