In this briefing:
1. Memory Chips and the Elasticity Myth
During recent earnings calls memory chip makers have postulated that the market will return to higher margins once price elasticity causes demand to increase. This popular myth needs to be treated with great skepticism since, as this Insight will reveal, short-term price elasticity has a negligible impact upon memory chip sales if it has any impact at all.
2. Post Card from Bengaluru (India)
With our Post Card Series, our aim is to bring on-ground realities & perspectives from cities across India. Our meetings are specifically set up with Small and Medium Scale Enterprises to understand the structural changes happening in their Industry. In this visit to Bangalore, we focus on the real estate sector and developer financing issues. In this Insight, we bring you highlights of our interactions with local entrepreneurs, IT Professionals, real estate brokers and developers to understand the state of consumption in the city, the primary drivers impacting real estate demand, and the current funding scenario for real estate developers.
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