Market Risk Analysis

Misbah Hayat

Student

Author unit or other information

Health care sector 

• 1. India's competitive advantage lies in its large pool of well-trained medical professionals. India is also cost competitive compared to its peers in Asia and western countries. The cost of surgery in...
  2. India has all the essential ingredients for the exponential growth in this sector, including large population, a robust pharma and medical supply chain, 750 million plus smartphone users, and many more.
  3. India will have about 50 clusters for faster clinical testing of medical devices to boost product development and innovation.
  4. The sector will be driven by life expectancy, shift in disease burden, changes in preferences, growing middle class, increase in health insurance, medical support, infrastructure development.

Transportation Sector Summary:

• Prior to the COVID-19 pandemic, the transportation sector was already facing a hard market. Commercial auto, trucking and other segments in the sector have seen shrinking capacity and rate increases as a result of distracted drivers and ever-riskier roads leading to nuclear verdicts and rising litigation.

• As shelter-in-place orders were issued, transportation companies really diverged into two paths during covid.

• We can see that pre covid, companies were operating with very less net margin and some of them have -ve margin. During covid, their situation only become worse.