TFTF | June 15, 2021


The fortnight thus far

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


Issue #57


June 15, 2021

1

The Cost of Capital Survey

India’s average Cost of Equity is ~14%; declined by ~100 basis points since 2017. Start-ups or internet-age companies recorded a higher Cost of Equity (~18%) on average. Further, understand the threshold cost of equity that India Inc. used for its capital allocation & investment decisions.

[ EY > Full report here:

https://assets.ey.com/content/dam/ey-sites/ey-com/en_in/topics/strategy-transactions/2021/cost-of-capital-survey-report-2021.pdf?download#:~:text=The%20study%20on%20India's%20cost,industry%20make%20capital%20costing%20decisions. ]

2

Asia: The Highway of Value for Global Logistics

Asia is expected to account for 57% of the growth of the global e-commerce logistics market between 2020-2025. Startups are heating the competition, attracting about $25 Bn in just Q1 of 2021. Given the competitiveness, what should the industry players prioritize doing to capture these opportunities?

[ McKinsey & Co. > Full report here:

https://www.mckinsey.com/featured-insights/asia-pacific/asia-the-highway-of-value-for-global-logistics#:~:text=GDP%20growth%20in%20Asia%20is,show%20the%20highest%20growth%20potential. ]

3

Five TMT Trends in 2021

With 30+ unicorns, India now stands in the top 3 start-up destinations. 57% of TMT business leaders are optimistic about the economic outlook over the next 12 months, up from 43% the previous half-year. Given this, can the TMT businesses maximize value from the growing demand?

[ Grant Thornton > Full report here :

https://www.grantthornton.in/en/insights/articles/five-tmt-trends-in-2021/ ]

4

Mobilizing Toward Health Equity

About 50% of the health care CEOs said health equity was among their top 3 organizational priorities for 2021. 85% said they have a dedicated team or task force, and a budget focused on health equity. Here are action steps for how health equity can be instilled in healthcare organisations.

[ Deloitte > Full report here:

https://www2.deloitte.com/us/en/insights/industry/health-care/health-care-equity-steps.html ]

5

Three Reasons Companies are Investing in Forest Conservation & Restoration

Over half of global GDP, or $44 Tn, is potentially threatened by nature loss, making restoration an economic priority in the decade ahead. The sustainable management of forests could create $230 Bn in business opportunities. Here’s how companies can generate value in three principal ways.

[ World Economic Forum > Full report here:

https://www.weforum.org/agenda/2021/06/3-reasons-companies-are-investing-in-forest-conservation-and-restoration-and-how-they-do-it/#:~:text=%E2%80%93%20PROTECTING%20existing%20forests%3A%20protect%20existing,new%20drugs%20or%20novel%20materials. ]

6

Streaming Energy

It is estimated that global streaming video-on-demand (SVOD) revenues will grow at a 10% CAGR through 2025, by which point SVOD will be an $81 Bn industry. Amid the intense competition for content, here’s how streaming video companies can create value for their stakeholders.

[ PwC > Full report here:

https://www.strategy-business.com/article/Streaming-energy?gko=75f9d ]

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.