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TFTF | Oct 15, 2021


The fortnight thus far

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


Issue #65


Oct 15, 2021

 

1

Global Payments in 2021: All in for Growth

Given the new impetus on cash-to-noncash conversion and e-commerce adoption, global payments revenues are set to expand by a healthy 7.3% from 2020 to 2025 and has outperformed the banking sector by 2x in 10 years. Know more on the key trends driving this growth.

[ BCG > Full report here:

 

2

Online Gaming in India- The GST Conundrum

The online gaming market in India is poised to reach $2 Bn by 2023 driven by gaming community will grow by 42% in 2022 alone. Imposition of GST has caused regulatory uncertainty amongst industry players. Will this raise sustainability questions to the industry in India?

[ EY > Full report here:

 

3

Regulate with Care: The Case for Big Tech M&A

Given the prominence of platform business models today, scrutiny of their behaviour is understandable. It’s interesting to see how Big Tech M&As have helped businesses burst their bubbles under the surface. Here’s an analysis of $300 Mn-plus acquisitions, totalling more than $150 Bn.

[ Bain & Co. > Full report here :

 

4

KPMG 2021 India CEO Outlook

While risks to organisational growth continue to persist, 19% of CEOs in India perceive the most threat from operational risks. 68% see technological disruption as more of an opportunity than a threat. Co-creating a net-zero future is a strong focus for these CEOs. Explore more key themes that emerged.

[ KPMG > Full report here:

 

5

Strategy for a Digital World

Back in the days of yore, your gross margin needed to reach top 30% over a 10-year period. But the sources are now shifting from traditional sweet spots into unfamiliar terrains with the rise in digital adoption. So, how is tech changing the game from what worked earlier to what’s relevant now?

[ McKinsey & Co. > Full report here:

 

6

Globalisation Reset

The share of foreign e-commerce shooting up to 10.7% is testimony to the fact that ‘technology’ has been a key force in shifting globalisation. There’s a dire need for businesses to rethink their global strategy. How can investors & businesses prepare for this next phase of globalisation?

[ Euromonitor > 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.

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