Markets Data. Market Moguls. Expert Views. Technicals Technical Chart. Commodities Views News. Forex Forex News. Currency Converter. Rate Story. Font Size Abc Small. Abc Medium. Abc Large. Related Saurabh Mukherjea on stocks to go for in times of cost inflation Are auto companies facing margin pressure? We are increasing the hedges gradually and we will wait for the market to either consolidate or correct before we go in and do some fresh purchases, says Vaibhav Sanghavi , Co-CEO, Avendus Capital Alternate Strategies.
Your is a long-short fund. How is the positioning right now in long versus short? The markets have rallied quite a bit. When we see that rally from about 16, to 18, levels, it has been pretty sharp and quick. Also amidst that, last month the global markets were pretty weak. The data which is emerging out of the global markets is quite confusing and thus what we are doing at this point in time in terms of the market positioning is that we are increasing the hedges gradually and we will wait for the market to either consolidate or correct before we go in and do some fresh purchases.
You are someone who watches macros, micros and joins the dots globally too. What are the worry lines on the market in your view? The biggest worry line is the so-called transitory inflation. Earlier, the whole consensus narrative was that inflation was pretty transitory but looking at the cost pressures across commodities -- base metals or even softer commodities -- it appears the inflation can be much more stickier.
If that happens, then we will see some amount of action pretty quickly on taper and two, in terms of the interest rate hikes which earlier was envisaged by the Fed to happen in CY23, may happen earlier. Stock Analysis — Know before investing. Stock score of ITC Ltd moved up by 2 in 6 months on a point scale. Subscribe Now Exclusively for. View Stock Analysis ». Saurabh Mukherjea on stocks to go for in times of cost inflation. Are auto companies facing margin pressure?
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