COVID
10 statements across 9 episodes · 5 bullish · 2 bearish · 9 people on the record · first statement Jun 14, 2020 by Ganesh Rengaswamy · across every show →
Everything said about COVID, oldest first
Jun 14, 2020 bearish
Many fintechs will fail post-COVID due to fragile credit principles
“And I guess, you know post COVID we will see a lot of fintechs which are going to find it very challenging to stay alive. Some of it might be because of COVID, but some of it, but a fair bit of it would also be because they were on a weak footing and on fragil…”
Mar 3, 2021 positive
Rastogi: Locus enterprise clients offered survival capital during COVID
“During say the COVID time, our clients more, you know, in addition to our investors, our clients actually reached out and asked us that if we needed additional capital to survive the pandemic, they will be happy to help, right?”
Nov 29, 2021 positive
Bansal: COVID accelerated enterprise SaaS growth by enabling remote sales
“COVID has actually helped because what required enterprise sales earlier required you to be there in person and meet people and because of COVID all sales have happened remotely and virtually. So I think it has actually helped to accelerate the growth of enter…”
Aug 3, 2022 bullish
Nahar: Happilo Had Zero Layoffs and Grew 2-3x During COVID
“We are one of the few companies who had zero layoff and a hundred percent payout of every individual. In fact, we increased our strength almost two to three X during the COVID times itself in terms of capability. We are a more than 300 plus company in terms of…”
Aug 3, 2022 positive
Nahar: COVID-19 accelerated consumer shift to healthy, branded food in India
“Today, before COVID, actually there was, we are seeing a lot of changes where people wanted to buy branded stuff and all, but COVID has actually reinforced that, you know you are what you eat kind of thing. So people today want to actually eat stuff which is h…”
Dec 19, 2022
Gupta: COVID dropped transactions to zero before a two-day remote pivot
“As COVID came, we saw our everything, all the transactions coming down to zero, moving such big team to their house and enabling them to work from their house. And again, we were like, I'll say lucky or smart enough to ensure that we have the tech in our contr…”
Dec 26, 2022 neutral
Aug 22, 2023 neutral
Verma: Dining out frequency in India has permanently declined post-COVID
“COVID and a lot of work from home has made us very comfortable with ordering food at home or with, you know, just being comfortable being at home. And I think the number of times that we used to go out before versus what we do now, that has definitely come dow…”
May 27, 2024 negative
Mar 7, 2025 positive
Jain: Broad crisis events make index ETFs superior to sector picking
“One of the reasons why ETF became a kind of first port of call is when you have an event, something like a COVID that happens, you don't know which stock or sector is going to get affected is going to do well. You just buy the index”