Shuchi Nahar's Weekend Blog!

Indian Pharmaceutical Industry Outlook Shuchi.P.Nahar The pharmaceutical sector is at a crossroads. In a heavily disrupted marketplace, characterized by shifting payer attitudes and patient empowerment, neither incremental adjustments nor steady evolution are likely to halt the decline of the traditional pharmaceutical business model. This paper looks ahead to a 2030 scenario to examine the trends revolutionizing the sector trends that we expect to have dramatic impacts.  The Indian pharmaceutical industry has contributed immensely not just to Indian but to global healthcare outcomes. India continues to play a material role in manufacturing various critical, high‐ quality and low‐cost medicines for Indian and global markets. It supplies 50 to 60 % of global demand for many vaccines (including ARVs), 40 % of generics consumed in the US and 25 percent of all the medicines dispensed in the UK . Over the last 5 years, 35 to 38 % of total ANDAs approved (including 25 to 30 percen

How the Economic Machine Works ? - Ray Dalio Shuchi.P.Nahar The economy is like a machine. At the most fundamental level it is a relatively simple machine. But many people don’t understand it – or they don’t agree on how it works – and this has led to a lot of needless economic suffering.  How the Economic Machine Works: “A Transactions-Based Approach”  A sum of transaction is what builds the economy. Transactions are in human nature that creates three main forces that drive the economy. 1. Productivity  2. Short Term Debt Cycles  3. Long Term Debt Cycles An economy is simply the sum of the transactions that make it up. A transaction is a simple thing. Because there are a lot of them, the economy looks more complex than it really is. If instead of looking at it from the top down, we look at it from the transaction up, it is much easier to understand. A transaction consists of the buyer giving money (or credit) to a seller and the seller giving a good, a service or a

Understanding the Basics Of Media Sector - Part 2 Shuchi. P. Nahar This blog is in continuation  with the previous blog post , link to my previous article :  https://myweekendspot.blogspot.com/2020/03/understanding-media-sector.html  This article will help us understand the core metrics to track , various moats and most importantly checklist to follow before you dwell deep into the media sector.   OutLook for Media Industry in India The world has recognized the fact that India offers a huge market which is extremely diverse and spans across virtually every type of media. Despite the current vibrancy and strong progress, the growth story is far from peaking. Advertising spends as a percentage of GDP in India are still relatively low.  Further, the uptick in wireless broadband connectivity and infrastructure seen alongside the country’s predominantly young demographics presents a vast new opportunity. According to a PWC report, ‘Global Entertainment & Media O