Do it yourself

 With each report announcing further success in the endeavors of developing an effective vaccine for SRAS-CoV-2 (previously termed Covid-19) infection, the level of anxiety amongst the stock market traders and investors is rising disproportionately. Most of them appear anxious to find the best trade for the “normalization”. The fact that in past two years, the returns on investment for most of the investors and traders have been sub optimal, is further fuelling the anxiety. Most of them appear to believe that first mover will make extra ordinary gains, while the slow movers will miss this once in a decade opportunity. Recent discussion with market participants in India, US and Singapore, indicates that they are exploring a variety of ideas that could give extra ordinary return in next one year. Some of the common ideas include technology, healthcare and reflation. Logistics also appears to be fast emerging as one of the favored ideas. The following are the arguments I have hear...

A few weeks ago, National Statistical Organization (NSO) released results of two important social sector surveys, i.e, Health and Education. The surveys conducted as part of 75th Round of Natinal Sample Survey (NSS) between July 2017 and June 2018, highlight some very important trends in household expenditure on Helath and Education. The key findings of the surveys are listed below: State of "Healthcare" in India About 7% of rural population and 9% of urban population reported suffering from some ailment during the 15days reference period. 28% of people in 60yr+ category 11% in 45-59yr category reported ill. Since 2014, there has been a marked decline in number of people suffering from anemia and tuberculosis. About 3% of population required hospitalization in past 365 days. The rate of hospitalization was much higher (8.5%) in case of people above 60yr of age. On an average, about Rs. 16,676 in rural India and Rs. 26,475 in urban India were spent on medical expenditure...