Of course, it helps that despite their size, eagles have a body that is both lightweight and strong at the same time.
There is no extra ounce of weight that they carry, and large wingspan helps. This also has a bearing on what we discussed in the August newsletter (Six packs - Believe to Achieve); corporates have to cut the extra flab to be able to take advantage of the thermals in a post-Covid world.
It is amazing how a natural phenomenon is used so effectively. We are seeing a parallel of this phenomenon through the changes in consumer behaviour and supply chain dynamics in a post-Covid world. Like the hot sun heats up earth unevenly, Covid has led to uneven and discontinuous changes in the business environment giving rise to what we term as “Business Thermals”. In this newsletter, we list down these “Business Thermals” which have implications for investment decisions in months and years to come. Corporates who can demonstrate the ability to tweak their business models in order to “stay inside the thermal” can generate superior returns for shareholders.
Business Thermal no. 1: Import substitution from China
India imports US 2.5bn of pharma API and US$19.0bn of electronics and components from China accounting for 40% of India’s trade deficit with China of US$49bn in FY19-20. There is already a worldwide trend to reduce the dependence on Chinese imports and recent geopolitical developments will add to it. India’s production linked incentive (PLI) scheme is the first step in that direction. Companies that can stay inside this thermal can gain significantly from this shift over the next 5-10 years.
Esta historia es de la edición October 2020 de Investors India.
Comience su prueba gratuita de Magzter GOLD de 7 días para acceder a miles de historias premium seleccionadas y a más de 9,000 revistas y periódicos.
Ya eres suscriptor ? Conectar
Esta historia es de la edición October 2020 de Investors India.
Comience su prueba gratuita de Magzter GOLD de 7 días para acceder a miles de historias premium seleccionadas y a más de 9,000 revistas y periódicos.
Ya eres suscriptor? Conectar
Microbiome: The Invisible Ecosystem Within us that Safeguards our Health
Imagine being able to heal yourself and build immunity against major diseases without relying on heavy medication. It sounds fantastic, right? Who wouldn’t want that? The key to achieving this lies in a fascinating area of research—our microbiome.
Gold ETFs: Attractive option for retail investors to take exposure to yellow metal
With the equity market experiencing volatility in August, investors are increasingly seeking to diversify their portfolios.
5 Steps to Achieve Your Financial Goals
From a beach house, a Jaguar, to traveling the world – there are many things in life that we want to accomplish.
The Retail Revolution: How India's Stock Market Got a Makeover by the Common Man
In the annals of India’s financial history, the stock market has long been the playground of the big boys—mutual funds, insurance behemoths, and foreign portfolio investors (FPIs).
Strategies to adopt when the markets are at a high (for new and existing MF investors)
An investor must have a plan in place and, more importantly, stick to it regardless of shifting market conditions.
A Collaboration to keep Health FirstPNUT and IDA come together as One!
You reap what you sow! And if you sow health, you will reap a healthier tomorrow. Following the same lines, Personal Nutrition (PNUT) and Indian Dental Association (IDA) have come together as partners to promote complete health and nutrition for each individual! How things unfolded? Let’s explore.
Making a choice between equity and debt mutual funds for long-term goals
Mutual funds are quickly becoming a preferred investment choice for millennials.
ASK THE EXPERT
From last Financial Year, I have shifted to the new Tax Regime.
Flexi-cap Fund Vs Hybrid Fund
Investors in mutual funds can choose from equity, debt, or hybrid funds, each offering different risk and return profiles. Flexi-cap funds provide diversification across market capitalisations, while hybrid funds balance equity and debt for stable returns.
Neuroplasticity: You Can Teach An 'Old' Brain New Skill
A few decades ago, it was believed that the brain’s structure and functions were entirely dependent on genetics, age, and early childhood experiences.
