SBI Research: Three Months After Unlock

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

SBi Research Report

In the top four most affected countries in Europe, the number of cases has increased by almost 3.0 times in August (2.88 lakh) compared to July (0.95 lakh).

Does it indicate a Second wave in Europe? Google Mobility and Covid-19 cases have simultaneously increased across countries, including India despite increase in stringency

India Statewise Diagnosis-

Some States like Tamil Nadu, Punjab, Jammu and Kashmir, Maharashtra and West Bengal have higher elderly population, and this explains higher fatality rate of Covid-19.

However, certain states Kerala, Himachal Pradesh, Odisha and Andhra Pradesh have been successful in preventing Covid related death and have low fatality rates of Covid, even though these states have a high segment of elderly population.

Seven days average growth in top 20 states reveal higher growth of Covid cases in Odisha, Kerala followed by Karnataka and Uttar Pradesh. States have resorted to partial lockdowns in July and August.

However, the same has resulted in a perverse result of increase in cases as short lockdowns have the undesired impact of large conglomerations before the designated lockdown date.

Maharashtra is significantly lagging in tests and must ramp up tests significantly to arrest the spread. Chhattisgarh, West Bengal, Madhya Pradesh and Rajasthan also reveal the wide and persistent gap between test positivity and tests per million.

Some of the worst affected states are poor in respect of Health and Social Infrastructure.

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SBI Research Three months after Unlock.pdf

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