As Korean domination fades, young Indians are diversifying their content palette to shows from other Asian nations

The broader market is showing positive sentiment with Sensex and Nifty in green. This content diversification trend, while not directly related to the metals sector, highlights evolving consumer behavior that could influence investment in media and entertainment.

• •Younger Indian viewers (Gen Z and millennials) are diversifying content consumption beyond Korean shows to include Japanese, Chinese, and Thai content.
• •Industry data shows a decline in the share of Korean content.
• •Access to dubbed and regional-language content on platforms like Netflix and Crunchyroll has boosted consumption of diverse Asian content.
• •Risk flag: Global economic slowdown impacting commodity demand
• •Risk flag: Fluctuations in INR against USD affecting import/export costs for metals