Top Tweets for #EmergingSector

Whenever a sector goes through its worst cycle, many companies become bankrupt, the ones that survive the carnage can thrive along with newer players who bring innovation and disruption to existing incumbents. There is no problem in studying the past if you take references from it, but using it to decide the outcome for the future doesn’t reward well. As every sector goes through a bad cycle and as an investor, we just need to be on the right side of the trend. E.g.- Defence, Shipping, Infra, Railways, etc. The laggards of the past could be the front runners of the future. Check what has worked in the last 2 years were the unexpected sectors that investors never touched in the last decade. Sometimes a 1st Mover advantage in a virgin sector becomes a disadvantage. Since the technology is at a nascent stage, 1st movers in a hurry commit too many mistakes. Subsequent players learn from the mistakes of 1st movers and implement a better product. So 2nd movers naturally get the advantage by being on the sidelines and not jumping too soon. RIL incorporating a ship leasing entity at IFSC-Gift City in Gujarat by investing a whopping INR 22000 crore to carry on the business of operating lease of ships, vessels and voyage charters. Setting up a ship leasing entity at GIFT city allows Indian entities to transact in foreign currency. This will enable Indian firms who shifted overseas due to regulations and taxes to come back to IFSC in India, thereby helping to onshore the offshore financial services. The smartest person in the country (probably in the world) has ventured into a new space which probably has never created wealth for the investors. This gives us enough indication to study this sector and do our homework. MARITIME space will soon see MERRYTIME and make investors feel MERA TIME aa gaya⚓🛳️