NEW NORMAL

Back-end Loading- As we discussed last week about what GOI thinking about consumer or market sentiments where they are comfortable. Our purchasing power has not been diminished, now only decision being deferred for some time. Front end or supply side, GOI has given is choice to turn crises into opportunities in the short to long term Major bottlenecks have been addressed. As an animal spirit in major reforms is needed and GOI is responding to it very swiftly. Labor reforms have been initialized which are in demand for a long time. It will create a win-win situation for both employer and employee. The not only cost of compliance will be reduced but also labor contractors will not play a major role. Now labor will get the full benefit of all policies in force from authority as well as employers. Employer will get the trust of employee & employee will get timely & complete payment. MNREGA will create assets in the rural belt so the migrating labor will get jobs f...

Everyone is discussing the stimulus package. Rather they are discussing entitlement which they are used to getting earlier. Now our view on the has been divided into two parts: 1. Front side loading 2. Back-end loading Today we are only discussing opportunities utilized by GOI in front loading. It's a universal truth that we all are consumers. It is also true that our country has two divisions. 1. Urban 2. Rural  In the present scenario, most business establishments have a base in the urban part. There is a lot of problems here with zones, labor as well as the sentiment. Lots of people are losing jobs rather a right sizing by the company as per their assessment as well as the mass exodus of labor to reach their home town or village. Here stimulus has been given by way of PF contribution. Which is significant. But the majority of enterprises had paid salaries to their employees plus their own expenses are less due to lock-down. So there is money with co...