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A Long Dark Night
The global economy has taken a massive hit because of the lockdowns and restrictions put in place across countries to ensure the containment of the Covid-19 virus. The International Monetary Fund (IMF) sees the world this year grappling with an economic slowdown – one of the worst, since the Great Depression in the 1930s.
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Rising From The Ashes
In this issue, we focus on how Covid-19 will impact specific sectors of the Indian economy, weaving in the viewpoints of industry in columns.
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Healthcare: Time For A Booster Dose?
The Covid-19 outbreak has exposed the limitations of India’s healthcare set-up, but it has also thrown up opportunities for the sector as a whole.
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Market Crash: Time To Catch The Falling Knife?
Today’s stock prices definitely warrant more aggressive portfolio allocations across market capitalizations with a 3-5-year investment horizon, but in a staggered manner rather than through lump sum bets.
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What The Government Should Do
This government, with a mandate unprecedented in modern India, and having shown flashes of determination, needs to stand up now to deliver a robust world-leading stimulus – one which can only be delivered by using this black swan event to reform its bureaucracy to one that works for the people rather than one that ‘controls’ it.
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