ETMarkets Smart Talk: 5 factors that suggest investment cycle of 2022 is sustainable: Naveen Kulkarni
“The outperformance is very sustainable as it is driven by both macros as well as the intrinsic fundamentals of India Inc. Inflation globally is a major challenge. However, the inflation in India is quite manageable. Good monsoons, declining commodity prices, and a healthy labor market indicate that inflation can be handle.”
