TFTF | Apr 30, 2019

Updated: May 18, 2019

Issue #08


Apr 30, 2019


The fortnight thus far

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


1

Global Healthcare PE Report

Disclosed deal values surged almost 50% to $63.1 billion, topping last year’s $42.6B, and deal count rose to 316 in 2018 from 265 in 2017. [ Bain & Company > Full report here:

https://www.bain.com/contentassets/f7daf9c1ab3f4dde850672597e82277f/bain_report_private_equity_report_2019.pdf ]


2

STO Investment Guide

The STO market enabled by Blockchain is projected to reach $5 trillion by 2022 (if less than 1% of globally traded assets move onto blockchains), representing an enormous opportunity for capital markets.

[ Techemy Capital > Full report here: https://www.linkedin.com/feed/update/urn:li:activity:6531329184931942400 ]


3

The Digital Building Products Company

By 2030, digitally enabled direct distribution will be common in the building materials industry. Global construction output is expected to grow in the range of 85% by 2030, creating a $15.5 trillion marketplace worldwide by the end of this time frame.

[ SAP > Full report here:

https://www.sap.com/india/industries/building-products.html ]


4

Shaping Consumer Trends

The Packaged Consumer Goods sector is estimated to grow at a pace of 18% and cross the $100B mark by 2020. With growing number of SKUs available, complexity will drive them towards sources that will help to simplify and ease their choice-related and purchase decisions.

[ PwC & FICCI > Full report here :

http://www.ficci.in/Massmerize-Report.pdf ]


5

Telecom, Media and Technology M&A Trends

In Q2 2018, global deal activity aggregated at $395.8B from 2,552 deals, the highest deal value in the last 3 years, driven by a combination of a robust middle-market M&A environment and a wave of mega deals.

[ Deloitte > Full report here:

https://www2.deloitte.com/xa/en/pages/corporate-finance/articles/tmt-update.html ]


6

The Future of Urban Mobility 3.0

Urban Mobility is the #1 priority area for cities in attracting investors. By 2050 a need of Euro 829B is forecasted, per year globally for urban mobility. The ecosystem will evolve to newer business models to meet this challenge.

[ Arthur D Little > Full report here:

https://www.adlittle.com/futuremobilitylab/assets/file/180330_Arthur_D.Little_&_UITP_Future_of_Mobility_3_study.pdf ]


Handpicked them from among 100s of resources we come across at work every in our endeavor to be at the forefront of management consulting. Please feel free to share suggestions/ feedback if you think there is something our restricted circulation group could use.


Credit to all those professionals who toiled to put together these insights for the use of businesses across the world.