Author Archives: Asmeet Shah

Triggers for Sugar Sector

Triggers for Sugar Sector 1) Ethanol Blending 2) High Sugar Prices 3) Better Intl Realisations 4) Chemical Demand 5) Alcohal Demand 6) Sanitizer Demand 7) Strong Number 8) Better Value Sector Down Average 35% from HighMore

Most key short term indicators of Economy above or near pre-COVID19 levels

Nearly 75% of key short frequency indicators of Indian Economy are above or near their pre-COVID19 levels. Half of urban consumption indicators are above their pre 2nd wave COVID19 levels and around 5% below their pre #COVID19 levels (1st wave). Indian retailers have reported decadal high sales during this festive season.More

Interesting facts from PharmEasy DRHP

Some interesting facts from PharmEasy DRHP 1. India has 9 doctors for every 10,000 people 2. India has 7 beds for every 10,000 people3. 60% Indians don’t have access to IPD healthcare facilities in a 5km radius. 4. 60% of healthcare spend in India is out of pocket 5. Mostly 100% of the outpatient care…More

WTI drops below $70 a barrel

OIL MARKET: WTI drops below $70 a barrel, down nearly 11% from Wednesday’s close (Brent at $74 a barrel) on fears about new covid variant. WTI has lost more than $15 from its October’s peakMore

Pharma may outperform in Dec to Mar Qtr

We may see pharma outperform everything else in Dec to Mar Qtr Winters -> Increased Covid Outbreaks -> More Mutations -> Sentiment changes -> Pharma becomes a defensive play Mutations will emerge, thats what viruses doDont believe we will see large outbreaksMore