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Is inflation the biggest worry for consumer companies?
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Last Updated: May 26, 2021, 02:52 PM IST
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Synopsis The focus should be on where the volume growth picks up faster, which companies have solid brands and pricing power to be able to tide over this period.
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Not worried over input cost pressures on consumer companies, Ayaz Motiwala, Senior Fund Manager, Nivalis Partners, said one should focus on the medium to long-term growth story. Edited excerpts:
How should investors approach the consumption basket now given the worries around input costs?
Some input suppliers are benefitting from this. The degree (of input cost pressure) may vary from one company to another but they have seen such scenarios in the last 20-40 years. So I would not be overly worried about inflation in general.
India perpetrating HR abuses in IIOJK to suppress freedom struggle
Karachi, January 28, 2021 (PPI-OT): Hurriyat AJK leader, Abdul Hameed Lone, has said that India is perpetrating grave human rights violations in Indian illegally occupied Jammu and Kashmir to suppress the Kashmiris’ struggle for securing their inalienable right to self-determination. He said this while addressing a press conference at Karachi Press Club along with Abid Abbasi, Bashir Saduzai, Ayaz Motiwala, Saleem Butt and Sabir Hussain.
He said, “One hundred and seven thousand children have been orphaned in IIOJK. 23,000 women have become widows. More than 14,000 young people are locked up in torture cells in different parts of India who are being subjected to inhumane torture. 8,000 young people are missing. More than 100,000 youth have been martyred, but the international community is not putting pressure on India in this way.” Therefore, he said, we need to intensify diplomacy now. He demanded that Kashmir
How are you looking at the big Monday crash, not just for our markets but for across the globe as well? What is your investment analogy going to be for 2021?
I would say it is fine in the sense that we have had almost a one-way move from the March lows and so it is only fair to expect some sort of correction and that came in. It was a little sharper than probably what people would expect in an ideal scenario but markets are not ideal and they always surprise. This was a little bit of a winter pinch and a forewarning that things are not unidirectional in any market.
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