Inflation is back and on the other side, there is a visible recovery in growth and demand. If you have to balance growth and inflation, valuations and opportunity, how would you map things?
The last 10 years have been marked by under investment in the core industries in India. and globally. When you do not invest in a particular sector and demand keeps on growing, a time comes when there is a mismatch between demand and supply. I think we are probably looking at that stage. I ..
