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Moneycontrol Pro Weekender | The Reflation Trade

Moneycontrol Pro Weekender | The reflation trade Inflation undercurrents remain globally, but in India, the premium is on growth (Image: Shuttershock) Dear Reader, What markets dread most is the return of inflation. Itโ€™s easy to see why -- if inflation rises, central banks may be forced to raise rates and that could be the end of the bull run in equities. No wonder then that the few bears that have survived the bull charge are pinning their thinning hopes on inflation. Societe Generaleโ€™s re...
India General Albert Edwards Sanfordc Bernstein Venugopal Garre Chris Wood Lok Sabha

Moneycontrol Pro Weekender | A Touch Of Vertigo

Moneycontrol Pro Weekender | A touch of vertigo Investors lapped up the Sensex kissing 50,000, but then woke up to the ground realities that face them Dear Reader, Investors seem to have had a bout of dizziness after scaling Mount 50k. The Indian equity market took a step back after the Sensex reached 50000 on Thursday, nervous that it might have gone up too high too fast. We thought the fear of heights was healthy and provided investors with a perspective on the journey to the peak, while tell...
India General United Kingdom Rahul Bajoria Mark Matthews Gaurav Kapur Govinda Rao

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