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 asset-heavy sectors during inflationary periods. Arora says: “Asset-heavy businesses are sitting on operating leverage, financial leverage, and a non-linear jump in profitability will be seen.”
FOMC meet, FII action among 8 factors that could drive D-Street this week
Nifty ended the week down 0.7% due to IT sector selling. Key factors to watch include the upcoming FOMC meeting, US market movements, potential impact