It seems that, most of the people have not understood that, inflation above 6% or 7% is actually quite high and is impacting margins of many companies.
Volumes and Margins of few B2C companies can see this impact.
I have mentioned in thread on HDFC AMC that, AUM growth is also muted in last one year, not just due to Market correction but people are not able to save much in the last one year. Those who might have lost jobs from certain COVID impacted industries have not yet got their jobs back. I can see this while talking to some of my friends as well.
All in all, job losses and high inflation both are impacting certain companies and sector, in my opinion.
I may be wrong in my analysis as I am not certified personal finance expert.
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