I am sure there is more here which meets the eye. Can this be the case of large players lobbying with the govt and weeding out the small players. Imagine the amount of small players which had cropped up from past few years and the industry had witnessed phenomenal growth. Once this phase of consolidation sets in, the small players will shut shop. The big players will take a hit but will come back to larger playfield and to reign for years to come. At this point all this might be a conjecture and subjective imo. But for sure the supply side will get pretty limited once the situation normalises ( if it does). i m focusing on the longevity of the industry, the players which might survive and subsequently the profitpools once this storm passes away.
best
divyansh
disc: interested and waiting for dips to add
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