In the world of Investing, the core job of an Investor is to make risk adjusted returns higher than the benchmark Index. We end up spending countless hours in identifying, assessing, evaluating risks to make an alpha. The multi centuries old fundamental characteristics in a human being – Greed, Fear and Ego will always lead to … More Biggest Risk!
Current situation in a nutshell (Based on my discussion with Industry participants): Relevance of China in India Pharma context: 2/3rd of API and KSM are imported from China (Over the years, share has gone up by 4-5% YoY) Therapies where China holds Leadership (in return commands pricing movement) Vitamins Steroids Antibiotics For the bulk commodity … More COVID Impact (Pharma Supply Chain)
Hello Friends, To understand the impact of COVID-19 across sectors, below is the summary of my discussion with my friends in Industry. As I said earlier, the summary should be taken with pinch of salt as the situation is evolving on an hourly basis. FMCG : Raw material and production not a big issue – … More COVID19- Industry Impact Series Part 1
COVID-19: Will take 3-4 months to settle down (Base case) Complete lockdown is the key mitigant for the Virus. Proactive measures taken by countries like Singapore able to withstand the storm – Sonner the better Key Indicators to track: Nos. of new cases (Two broad buckets): Western Europe (Spain, France, Germany): Flattening of curve is … More My views: Current state of the World Economy [2 mins read]
COVAID-19 has created a world wide chaos. None of us would have experienced or foreseen an event of such magnitude in the last 100 years. The unique thing about this pandemic is the velocity with which it’s spreading, causing damage – Socially and Economically. This is an unprecedented situation and going forward the times will … More COVID19 – Is it the World War III?
Never thought HUL would be so influential in the Corporate India ecosystem. Produced ~400 CEOs/CXOs, thoughts on Capital spends, thoughts on employee hiring, incentivization and many more… Good and Refreshing takeaways. Thanks to Spark Capital for putting their key takeaways from the book – “The CEO Factory” by Sudhir Sitapati.