People do not expect higher inflation, keep demanding higher wages, that is more of a problem, perhaps, in the United Kingdom than in the United States, where there is really no evidence of a price-wage spiral, let alone a wage-price spiral.
Think Beyond PE: Hiren Ved advocates PEG Ratio for smarter valuation assessment
Hiren Ved of Alchemy Capital suggests focusing on capital market plays due to their structural growth, outperforming large private banks recently. While valuations seem high,
June 19, 2025