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.”
Why are metal stocks rallying: Explained!
Metal stocks have been on a roll lately. The Nifty Metal index has been up significantly, with gains of over 50%, in the last one
May 4, 2024