Beyond Market Magazine - December 2021

In this issue

And just like that another year comes to an end. Year 2021 turned out to be a roller-coaster ride for all and sundry. While global economies went through jittery revivals, businesses saw extreme changes in their top and bottom lines.

Individual lives changed for the better and some for the worse. And each situation brought in its wake highs and lows in equal measure. When we talk about what lies ahead, we all wait with bated breath for a new year with great beginnings.
As far as business trends go, year 2022 holds a lot of promise. Various research houses have laid out their predications for the year ahead in different sectors. Though uncertainty remains a constant, most of these trends will see the light of day due to several supporting aspects, and thus make an interesting read.

Other valuable reads covered in this issue include the Reserve Bank’s stand on the recommendations of the Internal Working Group (IWG) regarding the structure of bank ownership, where the Indian economy currently stands and what investors can look forward to in the new year, the 5G spectrum auctions and its implication on the telecom sector, the power crisis in the country due to the shortage of coal, and how high input costs in fast moving consumer goods are negatively impacting profit margins of companies and, thus, consumers.

We have also spoken about the state of the textile sector and its future prospects, the growth in the footwear industry, how seasonal blues have besieged the sugar industry, and an article to understand passive investing with focus on two favoured financial products – exchange-traded funds and index funds.

Do not miss the article on the latest memo released by famed American investor and author Howard Marks that talks about the changing nature of businesses and much more.