Moneycontrol PRO

What is the endgame for the second wave? How should investors position themselves? Part-1

Countries having high coverage of COVID jabs have seen a sharp decline in death rates as the vaccination coverage picked up

April 26, 2021 / 10:40 AM IST
What is the endgame for the second wave? How should investors position themselves? Part-1

Source: AP

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

Failed hypothesis The devastating second wave of infections has challenged the false confidence that we were past the Covid-19 pandemic. A false sense of security had emerged that we had already reached herd immunity. This led us to lower our guard and breed complacency that things were back to normal. That is also the reason why people delayed taking the vaccine. The upshot: a tsunami in Covid cases, with daily infections now 3.5 times the peak of the first...

  • PRO Panorama

    Moneycontrol Pro Panorama | Catch-22 for markets 

    May 17, 2022 / 03:21 PM IST

    In today’s edition of Moneycontrol Pro Panorama: A quality bet, PPL’s tryst with market, what Adani buy means, Guruspeak and more

    Read Now
  • PRO Weekender

    Moneycontrol Pro Weekender | Losing faith

    May 7, 2022 / 10:05 AM IST

    Central banks have a trust problem with financial markets over their ability to steer economies towards a soft landing

    Read Now

To read the full story, Subscribe to Moneycontrol PRO

Access the exclusive stories, weekly investment ideas and daily technical calls in an Ad free experience

Already a member? Sign in

Limited Period offer on Moneycontrol PRO. Subscribe to PRO and get up to

50% OFF

What Do You Get

  • Ad free experience

    Experience a non-intrusive navigation and faster response in the ad free mode

  • Sharpest Opinions

    Access to 230+ exclusive stories per month from our editorial and Experts

  • +

    Have a Global edge with access to content from world renowned experts and journalist

  • Actionable Insights

    Access to 40+ weekly investment ideas including 4 daily technical calls

  • Virtual Events

    Exclusive access to live webinars from market experts on trading and investment strategies

  • Newsletters

    Daily and weekly insights bundled and sent to your inbox to keep you ahead in the race.

Get upto 50% discount on limited period offers