Post lockdown scenario
John Maynard Keynes said “The day is not far off when the economic problem will take the back seat where it belongs, and the arena of the heart and the head will be occupied or reoccupied, by our real problems – the problems of life and of human relations, of creation and behaviour and religion”. Current situation counts as something on this arena where everything takes backseat and our essentials take the driving seat to keep us alive for every day. And to keep oneself alive Finance is the most important thing to survive Finance as known to many as the life blood of companies is essential for our daily
living just few sectors have been covered to make a better understanding as how India will stand in this post lockdown areana.
1. Problems will persist with realty sector so they will start making mechanics and will depend on lot of mechanised way of building. So a huge upside in next few months for companies involved in cranes, building lifts and other ancillaries.
2. Lockdown will end but social distancing won’t so huge scope for many two wheelers company to actually take the benefit of the same.
3. Most Labourers will have to be reskilled as this pandemic will not stop it will keep coming and will hit us so know we have to become used to such situations so companies into healthcare industry are going to be an huge value creation so companies small enterprises in Masks. PPE, HAND GLOVES, SANITIZERS, HANDWASH COMPANY WILL BE IN HUGE DEMAND AS NEXT 8-9 months we will have to use them and could be more.
4.Technology backed company, our education system will change a lot and virtual lectures will be part of life so stocks with such background will be huge and the companies doing their digital security will all the more be relevant.