Inflation looks to be the mega-trend for the first half of the 2020s and crude oil is one of the best natural hedges out there. Russia’s invasion of Ukraine and a lack of investment in new oilfields over the past five years have hit supplies, leading to stagnant production profiles everywhere from OPEC to US shale.
Not the first or last correction: Fund Manager Mohit Khanna on how to tweak your MF portfolio
The last three quarters saw weak earnings, with single-digit growth in revenue and PAT. Q4 may also face challenges due to a high base from