EV commentary has been largely dominated by the passenger four wheeler side. Yet, beyond the US and Western Europe, a world of EV opportunities continues to generate momentum. The global electric vehicle market achieved unprecedented scale in 2025, surpassing 20.7 million units sold across all vehicle segments, a 20% YoY increase1. It would be easy… Read more »
Supply chain leaders find themselves dealing with multiple challenges and opportunities as they enter 2026. This insight notes encapsulates some of the most pressing areas to help supply chain leaders establish priorities going forward. Tariff headwinds to continue, renewed focus on nearshoring 2025 started on a somber note with the US imposing tariffs on a… Read more »
The GenAI Euphoria The rising euphoria created by the mainstreaming of LLM via ChatGPT’s 2022 launch is often tempered by drawing parallels to a bubble. And its catch phrase – business of work will be transformed by genAI globally – appears to be settling for a more nuanced understanding. No doubt there is discomfort when… Read more »
Snacks benefit from an almost die-hard demand driven by human habits, perpetuated by cravings. But now, a slow transition in underway as obese people take to GLP-1 drugs for weight loss. This note looks at how medicine’s effect is shifting the scales for the food industry at large. A New Challenge for Snack Brands in… Read more »
From online advisory to precision medicine, AI solutions promise healthcare like never before. Academia, tech giants and startups alike have taken the plunge. The note looks at the frenzied AI activity in healthcare.
Drones have swiftly moved from military use to business applications, as the technology is used to make efficient processes hitherto performed manually for lack of commercially acceptable solutions. This notes looks at the mainstreaming of drones for survey and inspection and how this spawned an array of startups and investors looking to disrupt the market.
Amazon has transformed from being an online bookseller to an all pervasive giant. It has disrupted industries, heightened market erosion for incumbents and built a massive commerce engine. This note looks at Amazon through the lens of a serial disruptor.
Chatbots have evolved on the back of AI, ML and speech recognition, integrating into consumer and business application at a dizzying speed. This note takes stock of the application areas, companies of interest, and changes ahead.
ML and AI is in many ways making life interesting, less of a hassle and businesses effective (just what they need to be). This note looks at the pervasiveness of applications on a day-to-day basis.
With advances in technology, applications of AI are expected to change how companies do business. This note looks at sectors likely to be early adopters of AI-based solutions, some of which are already in use.
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