The Indian auto components industry had a turnover of USD 56.5 bn in FY22 and contributed to 2.3% of India’s GDP. As per Automobile Component Manufacturers Association (ACMA), the Indian auto component industry aims to achieve USD 200 bn in revenue by 2026 which is almost 4-fold growth from FY22 levels (37.2% CAGR between FY22-FY26E).
How effective is the liquidity tightening by global central banks? The US interest rate is at its 3-year high of 4%, whereas inflation is at 7.75%, slightly coming off from its high of 8.20% in Sep 2022. However, the hawkish view of the FED may push the US economy into
Debt investors see an opportunity in China’s real estate debt slump As default dims the overall market Outlook, Investors worry about the repayment of $292 billion of debt coming due through 2023. The Chinese property developers experienced their first rejection from creditors for bond extension in June 2022. Fed rate
The financial conditions across global markets have significantly tightened since the central banks-initiated policy tightening to rein in the record-high inflation. The US Federal Reserve has hiked the interest rates by 300 bps YTD within a target range of 3.00-3.25%. Credit spreads have widened, stock markets came crashing, the dollar strengthened, and
The ‘Volatility’ and ‘Bear Markets’ are the two words that aptly define the status of global equity market performance in 1H2022. Global markets have had a continuous negative run as global central banks struggled with curbing rampant inflation. Increasingly hawkish global central banks, the Russian war, China lockdowns, food and
The outbreak of COVID-19 pandemic brought about an irrevocable change in the banking industry. While the pandemic prompted banks to adopt digital change in 2020 and 2021, that change would be institutionalised in 2022, marking the advent of a new normal. Post reopening of international markets, there was a
The global pharmaceutical market is expected to grow at 3-6% CAGR to reach USD 1.6 Tn during 2021-2025, driven by growth in pharmaceutical demand in emerging markets such as Colombia, Chile, Philippines, Saudi Arabia, Taiwan, and Egypt, partially offset by lower growth in developed markets such as South Korea, Japan,
The real testimony of any sell-side analyst’s capability is how she or he wins the fund manager (FM) meetings or calls. However, despite having solid fundamentals and in-depth knowledge of their markets, and industries, few analysts are able to handle it properly. However, the hard fact is that not many
Global M&A deals decline MoM but more billion-dollar deals highlight the month. About ValueAdd’s Mergers and Acquisition research support About ValueAdd Contact Us DISCLAIMER This document sample has been prepared by ValueAdd Research & Analytics Solutions (“ValueAdd”). This is illustrative and is designed for marketing purposes only.
Drop in global M&A deal activities due to Worldwide concerns over COVID. About ValueAdd’s Mergers and Acquisition research support About ValueAdd Contact Us DISCLAIMER This document sample has been prepared by ValueAdd Research & Analytics Solutions (“ValueAdd”). This is illustrative and is designed for marketing purposes only.
