How we are thinking about Covid Scenarios

The below piece captures how we are thinking about Covid scenarios, including for our investment decisions. A lot seems to ride on the effectiveness of a vaccine, something which we will know definitively about only in the coming months. Based on what we know today, there is a non-trivial probability that we might be in for a protracted Covid – one which lasts much more than a few months. It would be prudent for companies to have a plan B in their back pocket. Read our article in the Financial Express here: