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Recovery strong; a quarter before we know if booming markets will sustain: Kumar Birla


Recovery strong; a quarter before we know if booming markets will sustain: Kumar Birla
Kumar Mangalam Birla, Chairman of Aditya Birla Group, in his annual note, states that the economic recovery has gained pace in recent months as indicated by most of the key indicators including GST collections, electricity demand, passenger vehicle sales, among others
Vivek Punj | January 21, 2021 | Updated 14:51 IST
Kumar Mangalam Birla, Chairman, Aditya Birla Group shared his views in his annual note titled 2020-21: My Reflections
In his annual epilogue, Kumar Mangalam Birla, Chairman of Aditya Birla Group, says it is an open question how much froth is there in the euphoric financial markets. It will need another quarter or so to confirm whether this booming trajectory is here to last. Referring to recent bull run in the markets, he says economists are now searching for alphabets that will adequately describe this trend of cautious optimism . ....

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'Volatility is froth', focus on core economic, business variables: KM Birla


Volatility is froth , focus on core economic, business variables: KM Birla
Specifically mentioning financial markets, Kumar Mangalam Birla, Chairman, Aditya Birla Group notes that it will be a quarter or so before the level of froth in the euphoric markets can be determined
Chitranjan Kumar | January 21, 2021 | Updated 14:49 IST
Kumar Mangalam Birla, Chairman, Aditya Birla Group shared his views in his annual note titled 2020-21: My Reflections
The year 2020 proved to be as eventful for the markets and economy as for the rest of the world. From commodities to equities, every segment witnessed unprecedented highs and lows on account of the pandemic. However, this volatility is a frothy surface that floats on top of business and economic tides that move in a much more predictable fashion, says Kumar Mangalam Birla, the Chairman of Aditya Birla Group. ....

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Putting 2020 in the rearview mirror: KM Birla's take


He also spoke about the rise in volatility in recent times and how one must not get rattled by this excessive volatility. He wrote about how one must focus on core fundamentals as they do not change as discontinuously as prices and indices suggest.
Soon after the outbreak, there were prophets of doom predicting irreversible shifts in consumer demand and the evisceration of sectors. But look at the swiftness with which we have seen recovery play out across sectors,  he emphasised.
At the same time, he reminded that comorbidities - be it in health, personal life or business must not be ignored and that one should put extra effort to withstand these shocks. ....

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'Don't ignore the comorbidities in life and in business'


Don’t ignore the comorbidities in life and in business
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Don’t ignore the comorbidities in life and in business
Kumar Mangalam Birla / Updated: Jan 20, 2021, 17:52 IST
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Aditya Birla Group chairman KM Birla (File photo)
MUMBAI: The turn of the decade proved to be an epic anticlimax. The promise and anticipation of prosperity and growth were undone by a tiny, invisible enemy. 2020 became a blur as frenetic activity on some dimensions erupted in contrast to an eerie, frozen stillness in others.
We will look back at the year not so much for the memories it helped us create, as for the new tangents and angles it forced on the arc of our recent history. 2020 is a year that will only gain in significance when viewed through the perspective lens of time. ....

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