|| SHANIWAR TALK || 26-02-2022

 Lots of things are happening around us with one positive news being that the third wave of pandemics is getting mild or ebbing out. So the number of shots of vaccines is reaching approximately 180Cr which is getting us closer to normalcy.

The business resumption index given by Nomura shows that we are reaching normalcy sooner than expected in comparison to the last two waves with minimum losses of both lives and money.

All the sectors which are under closer or partial closer till now are getting opened or will be opened soon so the international flights will start normally fly by mid of march 2022.

As the resumption of business activity will get normalized, the confidence of getting life normal will increase. The positive in the present scenario is that there are no riots or any incidence of protest in the public or unrest for any reason during the last two years of the pandemic.

The world is going through unrest due to restrictions. So the resistance to vaccination.

If we go through the latest daily, there will be an increase in fresher hiring across the sectors this year as fresh capacity addition or expansion with tier two or three cities are getting a bigger slice in investment.

The election for state assembly will be over by next month and we will get budgeted funds from the government on 1st April itself. This will be the first year we will utilize complete 10 months of business with heavy spending from the government along with a reduction of business activity as the government is moving out of the business of non-strategic nature.

The CAPEX cycle for capacity expansion is just started which will reflect in the coming months. In his time we will see more business activity in tier two or three city as compared to metro or tier-one cities.

We are also witnessing one thing there is recognition for getting the business organized with full compliance as compared to back years, compliance is getting simple for the small entrepreneurs than it used to be.

The number of the company getting permission for raising money via IPO or other modes is getting increasing with equal participation of domestic and international investors.

The last point we are going to say is that the valuation of new generation technology companies is still not clear as their business model is not clear with a loss of $250B in market capitalization.

It will take time to clarify the exact nature of the business model they are following with their fair valuation.




Location: India

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