Notes and analysis from the teams running the work
What we are seeing in the markets we research, written by the people doing the research.
Articles
ArticlePlatform Lending: Southeast Asia's EdgeGrab, Shopee and Lazada reach the long-tail SMEs Thai banks keep missing. Distribution and behavioural data are doing what bank underwriting cannot.Read more
ArticleCan RNA Therapy Redefine Hypertension Care?Long-acting RNA therapy could turn daily blood pressure pills into a twice-yearly injection. What zilebesiran proves, and what is still investigational.Read more
ArticleRetail Media Networks: Why CPG Ad Budget Is MovingRetailers built ad networks on top of checkout data, and CPG brands are following the budget. What closed-loop attribution actually measures, and what it costs.Read more
ArticleReshoring Manufacturing: What's Actually Driving ItReshoring is real for some industries and cosmetic for others. What the landed-cost math, automation, and China+1 diversification actually show.Read more
ArticleQuick Commerce: The Business Model Behind 10-Minute DeliveryQuick commerce promises delivery in minutes, not hours. Why the unit economics are brutal, why India took to it, and why the US model kept stalling.Read more
ArticlePrivate Label vs National Brands: Who Wins Which AisleRetailers are not chasing private label everywhere at once. Margin, control and differentiation decide it category by category, and national brands still win some.Read more
ArticlePredictive Maintenance in Manufacturing: Past the PilotPredictive maintenance cuts downtime and extends asset life, but most programmes stall between the sensor install and a team that acts on the data.Read more
ArticlePharma Market Access Strategy: Proving Value to PayersTrial endpoints get a drug approved. They rarely get it reimbursed. What a market access team has to prove to a payer, and why the case starts years before launch.Read more
ArticlePayment Orchestration: What It Actually FixesPayment orchestration routes transactions and unifies reconciliation across PSPs. It does not replace acquiring relationships or lower interchange.Read more
ArticleOmnichannel Retail Strategy, or Just Multichannel?Most retailers calling themselves omnichannel are running multichannel with a shared login. What actually joins inventory, pricing, fulfilment and service.Read more
ArticleObesity Drugs: Why Access Decides the WinnersObesity drug demand already outstrips supply. The next competitive line is funded access and whether patients stay on treatment, not efficacy alone.Read more
ArticleMS Treatment Preference: Beyond EfficacyAnti-CD20 therapy set the efficacy baseline in multiple sclerosis. The next competition is about route, treatment burden and where care can be delivered.Read more
ArticleMerchant Acquiring Explained: How the Business WorksMerchant acquiring sits between the merchant and the card networks. Why the margin is compressing, and why underwriting, not the terminal, is the real job.Read more
ArticleIndustrial Distribution Trends: Why the Channel Is ConsolidatingPrivate equity roll-ups and scale economics are consolidating industrial distribution. What smaller regional players need to survive it, in plain terms.Read more
ArticleHow Payers Run a Health Technology AssessmentA health technology assessment weighs clinical effectiveness against cost per QALY and budget impact. Why the same drug clears in one country and stalls in another.Read more
ArticleEmbedded Finance: Where the Revenue Actually FlowsEmbedded finance moves financial-services margin onto software platforms. Who captures it, who carries the risk, and where it is spreading fastest.Read more
ArticleCross-Border Payments Are Going Multi-RailCorrespondent banking is shrinking as stablecoins and instant rails grow. No single rail carries a cross-border payment end to end anymore.Read more
ArticleClinical Trial Patient Recruitment: Why Enrollment StallsPatient recruitment is still the leading cause of clinical trial delay. Why eligibility criteria, site burden and awareness gaps narrow the pool.Read more
ArticleBuy Now, Pay Later Market: How BNPL Actually Makes MoneyBNPL growth is driven by checkout conversion, not consumer credit appetite. How providers make money from merchants, and where regulators are looking.Read more
ArticleThe Breast Cancer ADC Sequencing RaceAntibody-drug conjugates work well enough now that treatment sequencing, not added efficacy, is deciding the next winner in breast cancer care.Read more
ArticleBiosimilar Adoption: Why Uptake Still LagsBiosimilars can undercut originator biologics by half, yet uptake lags years behind the patent cliff. The barriers are structural, not just clinical.Read more
ArticleThe Path to Autonomous Payments in IndiaAround half of India's payment decisions already execute without human sign-off. What is limiting full autonomy is data maturity, not AI sophistication.Read more
ArticleThe Automotive Aftermarket Industry: Where the Margin SitsThe automotive aftermarket splits margin unevenly across OEM, branded aftermarket and grey-market parts. What actually separates the three, and why the pool keeps growing.Read more
ArticleAI Governance in Banking: The Next PhaseCustomer-facing AI is production-ready in banks. Internal AI is still proof-of-concept, and the policy-to-enforcement gap is wider than either.Read more