South America's Lithium Extraction and Adjacent Industries Poised for Long-term Growth

South America's Lithium Extraction and Adjacent Industries Poised for Long-term Growth

South America holds 70% of the world’s lithium reserves, led by the “Lithium Triangle” nations of Bolivia, Argentina and Chile. Despite demand being projected to more than triple by 2025, prices have fallen since 2019 as a result of oversupply, with Australia overtaking Chile as the world’s largest producer and China becoming a major competitor.

read more
Low oil prices, compounded by Covid-19, present unprecedented challenges to the UAE

Low oil prices, compounded by Covid-19, present unprecedented challenges to the UAE

In April 2020, existing market oversupply was compounded by a Covid-19 related collapse in global demand, causing the price of oil to plummet to $20 a barrel, with negative levels recorded in the U.S. for the first time.  Demand has been slower to recover than many expected and given the very large supply overhang, the market will take considerable time to rebalance.

read more
The Lower Middle Market in the COVID-19 Era

The Lower Middle Market in the COVID-19 Era

  The Lower Middle Market segment in private equity has been greatly impacted by COVID-19.  Specifically this segment of the middle market has been seeking more lending relief than the larger players.  In fact, more than half of the executives at companies with annual sales of $10M to $50M indicated that they sought special financing to ensure liquidity during the pandemic, and 43% said they plan to do so in the next six months.  Nonetheless there are deals being consummated, and given the environment, virtual Zoom meetings have become the common means for moving things to completion.  Naturally sectors such as telehealth, pharma/biotech, ecommerce (grocery, meal-delivery, and shopping platforms), data centers & data security, as well as many direct-to-consumer businesses have been in focus as high-growth areas.

read more
New alliances form as Europe scrambles to rescue the tourist season

New alliances form as Europe scrambles to rescue the tourist season

New alliances form as Europe scrambles to rescue the tourist season. With summer quickly approaching and nations formulating plans to lift lockdown measures, many wonder what the impending changes mean for the rite of summer vacation. Governments are scrambling to set border policies for vacation travel, while the tourism industry is under pressure to generate profits. These dynamics may be most pronounced in Europe, where entire populations collectively take off in July or August, and many Southern and Central European countries depend on this period to sustain a large part of their economy. While these same countries have been hard-hit economically by the pandemic, they are finding creative ways to highlight their relatively low infection rates to boost their economies.

read more
COVID-19: Accelerating manufacturing diversification away from China to Southeast Asia comes with its own set of challenges

COVID-19: Accelerating manufacturing diversification away from China to Southeast Asia comes with its own set of challenges

Prior to the US-China trade war, multi-nationals had been shifting manufacturing out of China to countries in Southeast Asia due to the high cost of labor and production as China moved up the value chain and transitioned to an upper-middle income country with a highly skilled workforce. This trend has accelerated in the past two years, as companies have sought to avoid tariffs and business disruptions over the increasingly acrimonious US-China trade war. The coronavirus pandemic, which has severely impacted global supply chains, will likely accelerate this trend, as manufacturers look to decrease their dependency on China. However, businesses looking to relocate operations will find it difficult to fully decouple from China, and a move to Southeast Asia presents other risks.

read more
Gryphon Announces the Formation of Regional Teams to Provide Market-leading Insight

Gryphon Announces the Formation of Regional Teams to Provide Market-leading Insight

 Since its establishment in 1989, Gryphon has undertaken investigations in over 100 countries, and developed deep regional expertise and language capabilities. Gryphon opened a London office in 2018 to serve its growing Europe, Middle East and Africa (EMEA) client base and add strength and depth to its emerging and frontier market operational expertise.

read more
COVID-19 and a Lack of Emergency and Intensive Care Access: This is Not Just an Urban Problem

COVID-19 and a Lack of Emergency and Intensive Care Access: This is Not Just an Urban Problem

Updated: April 8, 2020   Daily headlines are dominated by reports of total cases and deaths in the United States. While stories about the sheer volume of cases are compelling and critical for identifying hotspots, understanding the per capita and per healthcare provider case rate highlights dire issues of access to critical and emergency care in places in the country that aren't (yet) making headlines due to number alone.

read more
Covid-19 catalyzes the digital transformation in Latin America

Covid-19 catalyzes the digital transformation in Latin America

  Markets across Latin America are expected to go into recession in 2020 due to the impact of the coronavirus and associated, unprecedented outward capital flows.  However, two of the most promising growth sectors in Latin America – fintech and e-commerce – align with consumer needs during the pandemic and are likely to contribute to permanent changes in consumer behavior, providing opportunities for investors to buy into these long-term growth sectors on favorable terms.

read more
The Risks and Rewards of Investing in the CBD Market

The Risks and Rewards of Investing in the CBD Market

  With the coronavirus reaching 191 thousand infections in the United States, U.S. states have gone on partial lockdown, with certain stores like CBD dispensaries and shops remaining open to the public as they are  considered essential businesses (depending on the state). CBD, which is composed of marijuana and hemp, is considered a vital source of pain relief and is seen in an array of products from cosmetics, to diet and food supplements. In recent years, the increased demand for CBD has opened the floodgate to businesses and investors, each vying for a stake in an exploding and new market.

read more
COVID-19 adds to Saudi Arabia’s economic woes, undermining the investment environment and threatening long term political stability…

COVID-19 adds to Saudi Arabia’s economic woes, undermining the investment environment and threatening long term political stability…

In late February 2020, for the first time in history, Saudi Arabia suspended the Umrah Islamic pilgrimage over concerns that Islam’s holiest sites would become a Middle Eastern epicenter for the spread of Covid-19.  Muslims around the world are questioning whether the annual Hajj pilgrimage, scheduled for July, will also be suspended.  Together, the pilgrimages attract 21 million tourists to the Kingdom each year, and their suspension could deprive the Saudi economy of up to USD 17 bn in revenue.

read more

Receive Gryphon's Insights by Email