Let’s take another example. In December 2007, economists in the Wall Street Journal forecasting panel predicted only a 38 per cent likelihood of a recession over the next year. We know what transpired, but this was especially remarkable because the data would later reveal that the economy was already in recession at the time of the forecast!
This is the time to have more asset-heavy stocks & sectors. Ishmohit Arora explains why
Ishmohit Arora discusses the shift from asset-light to asset-heavy businesses due to inflation. He analyzes sunrise industries, power transmission capex, and advantages for incumbents in
April 25, 2024