PALKA CHOPRA

Aviation was one of the adversely impacted sectors during the first wave of Covid-19 and the situation during the second wave is slowly turning grim as restrictions continue to rise. 

Hence, the days ahead don’t seem to be good for aviation. The same goes for the hospitality sector as well....

• The overall impact on the agricultural sector should be very low. As states have cleared that seeds fall under the essentials category, the impact is likely to be low. 
• Talking about agrochemicals, companies that depend on imports of raw ingredients, as well as exports of finished go...

The pharmaceuticals sector was one of the top performers in the stock market in 2020, acting as a savior for investors with substantial returns. There are high hopes that the sector will continue to remain in focus in 2021 as there is an ever increasing demand for life saving drugs, immunity boos...

Banking stocks will be under pressure due to reduced offtake of loans under recessionary market conditions and a cautious customer outlook will impact the profitability of the banks. 

Also, there will be a decline in banking income due to lower cross border trade.

Automobiles are one of the discretionary items and vehicles sales will largely depend on consumer sentiments. 

• During the first wave, the sector witnessed a steep decline in sales except for tractors that continued to experience solid growth. 
• Now, amidst the u...

Telecom has been one of the most important services and sectors during the global pandemic. It has been a key enabler in helping government and healthcare authorities in timely communication, tracking the developments and also, implementing work from home and keeping the...

In times like these, the investors need to stay invested in good companies – the ones with good balance sheets and those run by market leaders because they are least likely to be unable to survive the storm. 

FMGG - Fast-moving consumer goods

The nationwide lockdown and supply chain challenges created panic among consumers in 2020, especially concerning essential commodities. 

The existing uncertainty around the future of the new pandemic waves may ca...