Intellectual thoughts by Sanjay Panda Intellectual thoughts by Sanjay Panda In depth and researched articles and analysis on money, finance, economy,pharmaceuticals,chemicals, trade life style Articles
Biocides- Making a killing
2006-12-09 18:10:00 According to a new report by Kline & Company, Specialty Biocides 2004-2005, the West European market for speciality biocides is currently the second largest on a global basis behind that of the US. Valued at around ?485 million for a volume of around 125,000 tonnes on a 100% active basis, the West European market will continue to exhibit only modest growth (averaging 2-3% overall) over the five years from 2004 to 2009. The US market, by contrast, is worth about ?1,175 million, Japan's is worth ?185 million and China's ?92 million, though growing rapidly.As Figure 1 shows, Western Europe's speciality biocides market is less driven by water treatment applications than the US market, and more by industrial preservation. Figure 1 - Main global markets for speciality biocides However, the latter is far more important in terms of relative market share in Japan and China than it is in either Western Europe or the US, where 'other' applications, notably wood preservation, leather ... More About: King , Kill , Maki , Makin , Cide
OIL PRICES - How vulnerable is India to high oil prices?
2006-12-02 18:09:00 Higher global crude oil prices will adversely impact GDP growth rates, inflation, the fiscal deficit and the current account deficit, but the country's macroeconomic stability is unlikely to be threatened.Rising oil prices since 1999, initially as a result of OPEC supply-management policies, and later due to geopolitical uncertainties, had driven the international crude oil prices to an unprecedented level. Though oil prices have fallen recently from their peak levels, a sudden spike, which could be caused as much by a disruption in oil supplies as by demand increases, cannot be ruled out. The geopolitical situation in west Asia may well change abruptly. Also, the International Energy Agency in its recent World Energy Outlook (2006) has stated that over 70 per cent of global primary energy demand in the future will come from developing countries, led by China and India . This means prices of oil and gas will have a crucial bearing on the prospects of these economies.How much of a th... More About: Price , High , Prices
Finance- Real economy & exchange rate
2006-11-28 15:57:00 The Chinese experience shows the costs of under-valuation are a lot less than the benefits in terms of jobs.In recent years, as China?s exports have grown rapidly, and the country is registering increasingly larger surpluses on the current account (an estimated $140 billion this year), it has faced a lot of pressure for a ?more flexible? exchange rate regime. Instead of openly calling for an upvaluation of the currency, the politically correct euphemism is to use the term ?more flexible exchange rate?.After holding on to a steady yuan-dollar exchange rate for more than a decade, China has engineered a modest appreciation (5.4 per cent) over the last year and a half. China?s exchange rate policy is clearly rooted in the need to create manufacturing employment. China needs to create at least 25 million non-agricultural jobs a year, considering the number of new entrants in the job market, as also the vast immigration from rural to urban areas. Most of these would have to be in the man... More About: Economy , Finance , Exchange , Real , Econ
Indian gaming Industry. Outlook
2006-11-19 09:58:00 Indian gaming industry is estimated to be $30 million in 2005, according to Nasscom. By 2009, the Indian gaming development industry is expected to grow to $300 million, at a CAGR of 78 per cent. The numbers, while impressive, hide an important fact. For close to a decade, gaming development in India has held immense promise. Unfortunately, it still continues to do so. In the same period, the IT services industry has grown at 32 per cent from $13 billion to $17.2 billion. In the past two years, the number of gaming development companies in India has gone from 14 to just 20. It is, in fact, one of the rare software-related areas where India has not yet been able to make a significant mark globally. Not for lack of trying, though.Gaming companies like Indiagames, Mobile2Win and Dhruva Interactive have striven long and hard for success against huge odds: lack of a gaming culture and skilled professionals, low funds and some heart-rending near misses.For instance, a chance meeting with ... More About: Technology , Industry , Indian , Outlook
Pharma- The biogenerics opportunity
More articles from this author:2006-11-18 19:20:00 The 30-year-old biologicals industry is over $50 billion in size. At 15 per cent growth rate, it is also the fastest growing category of drugs in the global pharma market. Of course, conventional pharma, at $500 billion, is 10 times as big, but it is growing at about 8 per cent.Today, biologicals present another opportunity for Indian pharma ? in the form of biogenerics (also called biosimilars) or generic copies of biologicals.Here?s how. In the last few years, new filings of conventional drugs have shrunk. So, there are fewer drugs to make copies of. Stricter regulations, higher failure in clinical trials, and longer time taken for approval of generics are other dampeners. Meanwhile, development of new biologicals has been on the rise. Besides, biologicals worth $14 billion are expected to go off patent by 2010. While insulin and erythropoietin are already off patent, products like interferon (Schering-Plough, Biogen) and granulocyte colony stimulating factor or G-CSF (Amgen) are ... More About: Opportunity , Pharma , Gene , Unity , Harm 1, 2, 3 |
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