TFTF | Nov 30, 2020


The fortnight thus far

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


Issue #44


Nov 30, 2020

1

India Economic Monitor

Index of industrial production YoY gap has improved to 8%. In Sep’20 merchandise export has increased by 5% vs Sep’19. Manufacturing PMI has surged to 56.8, highest since Jan’12. How are other sectors performing? Are we headed towards an economic recovery?

[ BCG > Full report here:

https://www.bcg.com/en-in/india-economic-monitor ]

2

Food & Beverage M&A Landscape

71 deals were closed in Q2 2020, up by 8% as compared to Q2 2019. M&A activity in the sector is still predominantly driven by strategic transactions representing 83% of the total deal value over TTM. Businesses with high retail, e-comm & delivery exposure have weathered the pandemic well. How are the other segments performing for the investors?

[ Duff & Phelps > Full report here:

https://www.duffandphelps.com/insights/publications/m-and-a/food-and-beverage-ma-landscape-summer-2020 ]

3

Vision Towards a Responsible Future of Consumption

On the demand side, 94% of consumers have made at least one healthy change since the pandemic, 60% are buying more sustainable or ethical products and on the supply side 66% of businesses feel COVID has strengthened the need for their involvement in social and environmental impact. How can this translate into actions for companies and the eco-system?

[ World Economic Forum > Full report here :

https://www.weforum.org/reports/vision-towards-a-responsible-future-of-consumption-collaborative-action-framework-for-consumer-industries ]

4

Eights Lessons on How to Get the Growth You Planned

Companies whose growth exceeds that of the GDP have a 50 percent higher survival rate than their peers. 50% of growth transformation initiatives to enhance overall corporate performances have failed to meet their targets. What did they fail? What are the lessons that companies should apply?

[ McKinsey & Co. > Full report here:

https://www.mckinsey.com/business-functions/strategy-and-corporate-finance/our-insights/eight-lessons-on-how-to-get-the-growth-you-planned ]

5

2020 Holiday Retail Survey

Shoppers are expected to spend 7% less during the holiday season this year with 38% of them planning to spend fewer YoY due to concerns around economic instability. Know more about how consumers’ anxieties are reshaping their approach towards holiday shopping patterns.

[ Deloitte > Full report here:

https://www2.deloitte.com/us/en/insights/industry/retail-distribution/holiday-retail-sales-consumer-survey.html ]

6

Alternative Investments Embrace the New Reality

Diminished team-building culture and lack of social interaction leading to poorer mental health among the top two concerns for hedge funds in the WFH set-up, but have also embraced that it has created opportunities like positive impact on sustainability and operational efficiencies. Know more.

[ KPMG > Full report here:

https://home.kpmg/xx/en/home/insights/2020/09/agile-and-resilient-alternative-investments-embrace-the-new-reality.html ]

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.