In the immediate aftermath of a natural disaster, physical infrastructure, such as roads and bridges, are often destroyed and transport capacity is extremely limited or non-existent. As a result, access to affected areas becomes onerous or even remote. In this scenario, helicopters are the most suitable vehicle to reach the victims. Helicopters have certainly played … More Stimulus Packages: Is it a Carrot in the form of free lunch?

Wrote a brief article after reflecting on my behavior in this e-commerce shopping madness during the lockdown phase (WFH). The discounting festival has added more fuel to the fire. Who is winning the game? Check it out. … More An Overdose of e-Commerce Shopping – Who is Winning the Game?

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?