ETMarkets Investors’ Guide: Should stock investors worry about rising inflation globally? | The Economic Times Podcast

Welcome to ETMarkets’ Investors Guide, a show about asset classes, market trends and investment opportunities. This is Sabari Saran.

A recovery in the developed economies, demand-supply mismatch and stimulus by central banks have stoked inflation in commodity prices globally. This past week saw such concerns taking the centerstage, as a debate kicked off over the timing of reversal of the US Fed’s accommodative policies. Such concerns were heightened after April US CPI print saw the biggest month-on-month rise since 2009. In India, too, initial quarterly earnings hinted at pain emerging for India Inc, even as last year’s low base hid the severity.

Should investors be worried? What should be their strategy? Our Principal Correspondent Amit Mudgill caught up with Aashish P Somaiyaa, Chief Executive Officer of White Oak Capital to know his views on the developing situation and his tips for investors to pick the right stocks.

Welcome to the show, sir.
How would you see the rising US inflation? Do you find Fed rate hike a possibility?

Where would you place India among emerging markets? Given the second wave and the restrictions the country is facing, do you see threat of further foreign outflows?

Back home, inflation has started eating into corporate profits, especially for autos and FMCG firms. Do you see it as a temporary trend?

There are many consistent performers in the largecap space, which look fully priced and seem to have no room for disappointment. What should investors do? Should they still stick to quality or hunt for value elsewhere?

While nobody can time the market, do you think this market can throw up opportunities to buy stocks at lower levels in the coming days or months? What should be one’s strategy?

Which are the sectors or themes that you are betting big on? Name a few pockets which investors can avoid at this point in time.

Is there any advice that you would like to give to investors?

That’s it in this week’s edition of the special weekend podcast. Do come back next Saturday for this weekly special. You can check out our regular podcasts on the equity market twice every weekday.

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