BUSINESS
Inflation vs growth: Monetary policy is at a crossroads
The pause may be prolonged for more time if inflation numbers from time to time fall within the RBI target range
BUSINESS
Managing Portfolio: Gain from tactical allocation when markets consolidate
The tactical allocations have the time element as an important component of action because timely action will alone bring in optimum results
BUSINESS
Flight To Safety: Funds to flow into fixed income, debt funds
High levels of inflation in most economies have increased volatility in equity markets and lowered returns. It may remain so in the immediate term
BUSINESS
Corporate earnings are under pressure. Expect more compression as growth slows
Earnings are sensitive to GDP growth, in differing proportions for different sectors. Growth is expected to be in the range of 6-6.5 percent, lower than the 7 percent growth estimated for FY23
BUSINESS
Central banks are on the horns of a policy dilemma
The persistence of inflation and the need to be expansionary to spur growth are trying to draw the cart in opposite directions
