How to invest amidst growth versus inflation conflict

It is getting dizzy out there. Last week, The Economist, a weekly publication from London, warned that the inflation problem in America is not fixed yet. That is despite a sharp surge in share prices and growth. Morgan Stanley, a global bank, sent a note suggesting that equity investors are shrugging off risks about a…

How to play Budget 2023-24

Expectations drive financial markets. Credit markets look forward to the cues on interest rates and inflation, while equity markets look to those about corporate profits. It is the final full budget that finance minister Nirmala Sitharaman will present on 1 February 2023 before the general elections in May 2024. There are expectations from all segments…