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Tuesday, June 15, 2021

Biggest Stress Testing Petrol, Diesel, Coal Prices may not help the Governments worldwide in next 10-20 years

Supply Chain Management Bottlenecks, The Pandemic, Covid, Lockdown

Exposed The best, Prepared, Unprepared, and worst.

Online E Commerce, Last Mile Deliveries, Digital Payments saved billions of people in last 1 year

Ecommerce losses turns into Investment and makes the world believe and trust. 

If the Direction is Correct, To make life easy, its a matter of Time!

Efforts are never wasted even if the speed is slow! Shelf Life is high of efforts, learning and contribution.

Microfinance, Inclusion, new account opening saved and supported- Biggest and Best Contribution of last 5 years efforts of Govt and Banks to Rural, Villagers and Farmers. Internet speed, technological enhancement all contributed, 

We are truly in Virtual World. What we use to see in Startrek series and other such movies in 1980's, the gadgets, concepts, imaginations and ideas are all a reality and we are not even valuing and referring to the change.

Petrol, Diesel, Coal Prices may not help the Governments worldwide in next 10-20 years 

1. reduced usage 
2. alternative energy (Solar), biofuel 
3. Work From Home
4. Bio War 
5. Technology 
6. Internet are all the major reasons for this to happen, the new generation is getting ready with this Delta 4 plus change which again is in the right direction and hence speed and time take should not bother as long as direction is correct, Food For Thought! 

Watch out for the changing horizon! Adapt and Change accordingly! 

Sectors to Stay Evergreen with majorly local unbranded Brand and Global Brands with Monopolistic, devalued business streams, stagflation, more of colonialism and increased technology and automation 

1. Core Sector 
2. Infra Sector 
3. Technology 
4. Fintech 
5. Agritech 
6. Supply Chain Technology 
7. Supply Chain Infra including Storage and Logistics 
8. Forecasting 
9. Healthcare 
10. Basic Necessity 
11. Security Physical and Technology 
12. Education 
13. Solar 
14. Alternate Energy resources 
15. Hipper Local delivery 
16. Pharma 
17. Vaccination manufacturer and patent holders 
18. ESG Environment, Sustainability and Governance 
19. Increased need for Public Infra for travel, healthcare and insurance 

Happy Investing and Food for Thought.

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