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What is the endgame for the second wave? How should investors position themselves? Part-2

Given improved demand scenario in developed markets and ebbing of health crises elsewhere, India’s export oriented sectors – IT, pharma and chemicals – are expected to outperform in the short to medium run

April 26, 2021 / 01:37 PM IST
What is the endgame for the second wave? How should investors position themselves? Part-2

PRO Only Highlights
Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook

In the second part of the series, we assess how far we have reached requisite herd immunity needed to break the second wave. We then consider how investors may position themselves for the evolving investment landscape. In the first part, we explored the correlation between coverage of vaccination and the rate of mortality. How far have we reached… So far 13.8 crore vaccine doses have been administered in India. Of this, 11.7 crore people have got at least one dose of the vaccine,...

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