Lessons from 2021, the year irrationality went viral
Capitalmind Podcast
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Inflations in India - I Don't Think So
I don't think we'll see a meaningful increase in inflation, headline inflation, at least for the next one year. A wage driven inflation is not so common. Most places which may have increased prices have also been increasing because of supply side problems. We think this inflation, i the supply is a function of demand, but is actly a function of supply. The whole world 's gone down this way. Everybody's revived their steel plants because china wasn'l exporting steel. What happens when supply chanes come back is that the slowly supply chans are unwinding. All these blockades ad ports are going away. You're going to go out of the wires when you open
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