Covid has energized adoption of the digital ecosystem – and the change is likely to be permanent
The exigencies of the current situation are moulding our habits and our lifestyles. The Covid crisis has prompted a change in consumption behaviour on how and what we consume across categories and how we pay for them. These changes in user habits are...
Fossil Fuels - Lights Turning Amber!
In 2020, a historic transformation which has been underway in the global economy towards cleaner and more resilient economic growth, will see an acceleration led by regulators, creating some momentous implications for investors.
Rebuilding the Indian financial ecosystem, post Covid 19 crisis
The impact of the Coronavirus pandemic on the global economy is likely to be significant and widespread. The Indian financial ecosystem will also bear the brunt of this economic dislocation. Only the ability to navigate these turbulent times and reta...
Coping with the Upcoming Consumer Demand Contraction
With the Covid-19 pandemic, the entire consumption cycle has been disrupted and this is an unchartered territory for most consumer companies which have witnessed a decade of growth. It will take a massive and periodic fiscal stimulus for consumption...
Market valuation is attractive; time to take risk for long term gains
2020 has been a year of unprecedented volatility. Global events such as Covid 19 have made massive dent in sentiment and global markets have corrected sharply. As a result, the valuations have become attractive and provide a great entry point for a l...