Tag Archives: Inflation

Should you bet on these 5 Nifty Next 50 Jewels?

Nifty Next 50
  • 4mins read

Rising inflation results in lacklustre performance of corporations that can’t pass it on to their customers. In such a scenario if they have undertaken debt-led capex, their performance might take a further beating.

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Will markets feel the heat of global warming?

  • 3mins read

Equity investors often get precious cues from debt, currency and commodity markets. Keep an eye out for such macroeconomic signals. They might become a major deciding factor for thematic investing.

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Q2FY22 earnings of India Inc say ‘No, inflation isn’t transient!’

Inflation
  • 4mins read

Profit margins of consumer-goods companies, such as Asian Paints, Havells, Nestle, and HUL have come under pressure sequentially.

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Decoding the world’s love-hate relationship with China

Bond Yields
  • 4mins read

China plus one is one of the most popular themes amongst investors in India of late. It is based on the assumption that as the major economies diversify their supply chains away from China, India may become their preferred destination.

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Are you a long term investor? Don’t get scared by the inflation scare!

Rising inflation
  • 7mins read

Inflation is a macro-trend but it doesn’t affect all companies equally. Its impact on the profitability and market share of a company depends entirely on how well-prepared the company is to handle the situation.

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In conversation with Nilesh Shah

Budget 2021
  • 6mins read

Nilesh termed Budget 2021 and the vision it has laid for the next few years, a high-risk-high-return bet. If India executes well, then the Budget would deliver growth beyond FY22, if not, India may have to pay the price.

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