“Moral Vacuum” !!

No one knows how the market will react after this pandemic

E.g.
Positive impact: Health care will take front seat, Insurance companies & their dodgy way of racking up money will be cut to size

Negative impact: biz around luxury will die

#coronavirusuk
Also

The way ppl used to change cars on lease or PCP model will say “hang on a minute”

Same with phones

Buying seasonal clothes market will be the worst hit Bcoz of both China & Italy/France taking a hit

#CoronaImpact
The trail of destruction is unimaginable

One could already see Billions & Billions of $$$ vanishing from top companies like soft bank

Merger & Acquisitions will wait or Govt will be called into bailout or regulate this shark, open broad daylight , cut throat competition
Essential Service and export businesses like Indian IT & BPO will not be hit & in fact the demand will surge becoz of the quality & less strain on the top & bottom lines of the western businesses

E.g. every bank in the world relies on Indian bpo to pick the phone call
Politically whoever is in power will script history because every known sector will become a greenfield project

Every aspect of the governance- public, private & state controlled would require to be revisited which means RED tape will vanish for a considerable time
The way Germany is handling this situation is worthy of mention - they are saying we don’t have €€€ at our disposal but we will share our hospital beds

So focus will be back on building infra like hospitals & clinics & test centres

Foreign reserves won’t be that important
The way food is consumed & how it is produced

Very interesting was how Indian shipping industry delivers essentials to EU

How Eastern Europeans help UK in packaging fruits in summer

How coffee beans are shipped

New trade deals - it’s Brexit phenomenon all over the world
Both public & private Banks will be under more scrutiny

It will be interesting to see how Banks will prevent themselves from getting into the traps of NPA or another 2008 housing market crash

Interesting to see how many small co operative banks can operate & grant loans
At geopolitical levels - NATO, G20, Security council will be under tremendous stress to reduce military expenditures by increased co operation b/w countries

China,Turkey,Venezuela might throw spanner at the plans

India will be expected to run with @narendramodi for stability
The biggest shift will be that of employers

How much money they can save with only 30% work force in office & rest remote!

with better planning on VPN servers remote working is here to stay

E.g. Ppl know this works Cardiff, Mumbai, NY, Bengaluru collaborating on zoom/slack
E-commerce and food delivery network will become the next postal network

UK is already planning to do 1,00,000 tests a day using NHS, private labs & guess what Amazon!

The top 5 biggest job creators will be Supply chain & e-commerce personnel

Product ideas will get traction
Paradigm shift will be the way we can take private classes at a very very affordable rates online

E.g. Yoga, musical instruments, maths, etc

Imagine paying 1000/- a month to attend a course on Skype or zoom versus going to a class physically by paying 4000/-
It’s way too early to predict how the world will be after 3 months/6 months/ 1 year

But, it’s exciting times

Post corona will be good for everyone who lived to tell the tale

Pls take care everyone & pls cooperate with your local governments 🙏🏽

#COVID19
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