Category: Interest Rates
Food inflation

Will rate cut happen?

Japanese Pivot

Governor’s view : MPC

Break in narrative
Strong PMI : will rate hikes continue based on this!

QSR : Impact start showing up

Looks better to stay away from QSR companies like Sapphire, Devyani, Zomato, Jubilant food
Dated 25-feb-23

Dated 25Apr-23 –Decision paid off well –even in the recent rally , these stocks did not run

Time is coming to accumulate slowly after one correction
FED RATES will come down!!


