What might be the possible repurcussions of a #WorkFromHome environment in india? #COVID19 is probably going to be a much bigger disrupter than we can even begin to imagine.

The obvious starting point is #IT companies providing remote conferencing facilities like @zoom_us will grow exponentially. However these are facilitators to the economy..what will the economy look like?

The Automotive industry of India accounts for 6% of GDP...this will take a direct hit ( already hit by the #TaxiCulture )...expect to see the sales curve slump some more moving ahead.

The #TaxiCulture itself will take a hit as fewer people will use them so @Olacabs & @Uber_India so @Maruti_Corp & @HyundaiIndia will take a hit, in addition rickshaws one of the mainstays of @bajaj_ltd will also take a hit .

The drivers of the cabs & rickshaws ( a lot of whom are well educated from Rural India ) will return back to their native place. #ReverseMigration is already happening. They will look to take up farming and be part of agri based supply chains

The easy loans available now through the #20LakhCrore package should help them update their farming techniques and machinery so @MahindraRise @anandmahindra @Sonalika_India and other companies such as @JohnDeere can expect a rise in sales.

In addition #LCV's should see an uptick as agri logistics see an uptick an all inclusive agri companies ( finance / insurance / seeds / fertilizers ) will become the new aggregators an example could be @nurturefarm ..

So what happens to airlines? The first year is going to be extremely tough...might even see some more consolidation / bankruptcy Leisure will be hard to come back to and Corporate Travel will be highly regulated.

It will require a massive effort on the part of all the Airlines / Hotels / Tourism & Govt Bodies to once again reassure the traveller it is safe...and once that happens the caged lions can be set free and come back strongly @tourismgoi needs to head with @MoCA_GoI

@RailMinIndia needs to upgrade a number of it's trains such as #Train18 to make it a viable alternative to airlines..taking into account extended airport times

#WorkFromHome will impact clothing companies in a big way as office wear will register a steep decline...however companies such as @JockeyIndia could show a climb.

Furthermore #DomesticHelp might see a reduction and white goods companies like @whirlpool_india etc will see a climb in sales of domestic applicances...

This thread can go on endlessly...however these are just a few thoughts in an attempt to #FutureGaze ....Concluded