Objective

• Company C needed to assess the investment banking business environment in selected geographies within the emerging markets region with the end-in-view of determining the feasibility of entering these markets.

Geographic Coverage

• Brazil
• China
• India
• Russia

Main Sources of Knowledge

• Investment Banking institutions (direct competitors)
• Local finance department
• Local banking regulatory body
• Other financial institutions
  • banks
  • insurance companies
  • equity/stock brokerage
  • credit card companies
• Banking associations
• Key opinion leaders (KOLs), industry experts, analysts

Key Research Topics (per market)

1.  Market Profile

1. Key financial requirements & issues
2. Key regulatory & legal requirements & issues
3. Other relevant political, economic, social or technological issues that may have an effect on the investment banking business
4. Fraud cases

2.  Market Demand

1. Total market size of investment banking (value & volume)
   • Historic 2002-2005
   • Current 2006
   • Projected 2007-2010
     
2. Discussion of past growth trends
3. Discussion of projected demand
4. Discussion of consumer attitude towards investment banking

3.  Competitive Dynamics

1. Comparative market size of top 5 leading players per market (value & volume)
   1. Trends
   2. Forecasts
      
2. Competitor profile (for each of the 5 players)
   • Background
   • Ownership structure
   • Organization structure
   • Key products or services offered
   • Key customer groups served
   • Marketing & promotions approach
   • Pricing & discounts
   • Other service features
     

• Multilingual ability
• Help line
• Investment advisory services
•  Investment portfolio options

• Customer service features
• Distribution structure
• Partnerships & networks

4.  Analysis

1. Market potential
2. Competitive factors (threats & opportunities)
3. Competitive landscape analysis
4. Market entry options and feasibility
5. Other implications for Company C

Estimated Person-Hours Spent (per market)

•    400 - 500 hours

Project Timeframe

•    8 weeks

Deliverable

•    Written report & analysis in MS Word document