Tag Archives: Inflation

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

Inflation

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

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

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

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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Is Inflation Moving too Fast for Fast Moving Consumer Goods Companies?

When inflation spikes up, input costs of FMCG companies rise too. Unless companies are able to pass on these increases, their profit margins drop. As inflation starts pinching households, consumer confidence gets shaken and that eventually affects demand.

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Kiske Sath Kitna Vikas?

nda government

Economic development is a game of leads and lags. And like the investments made during various tenures, the translation of policies into progress has a gestation period too.

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