Inflation = Good for business Commodity shortages = good for s | WOLF OF DALAL STREET

Inflation = Good for business
Commodity shortages = good for some business.
War = Very Good for Real Estate and commodity in developing countries like BHARAT (NEW INDIA).
Sanctions = good for business in some countries.
Covid Pandemic = recovery is good for business.

Fed Tightening = WOLF OF INDIA Doesn't even care about American Federal Reserve Policy our Focus is only on China).

History provides the Portal of New Dimension of what to expect and the playbook. Are we returning to a “Guns versus Butter” in this Cold War world? …Fiscal, Monetary and Political policy are all in a state of flux…look to owning volatility for value as an asset class.

Regards,
KIRAN SHETH (WOLF OF INDIA).
www.WolfOfDalalStreet.com