India Strategy - Return Of Commodity Inflation; Limited Impact On Nifty: Motilal Oswal
A man counts Indian rupee notes in Kolkata, India. (Photographer: Brent Lewin/Bloomberg)

India Strategy - Return Of Commodity Inflation; Limited Impact On Nifty: Motilal Oswal

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

Motilal Oswal Report

The global commodity upcycle has been in full swing of late, with multiple factors at play, as always.

The recent comments of Chinese policymarkers have resulted in some moderation and volatility in prices.

Nonetheless, the rise in global commodity prices in 2021 has brought the focus back on inflation.

While food/agri prices have shown a faster increase, the Commodity Research Bureau index is supported by a lower base of April 2020.

The rise in prices comes amid an increase in Covid-19 cases and restricted economic activity.

With the uncertainty in the demand environment, it would prove challenging for companies to pass on the rise in commodity costs.

Click on the attachment to read the full report:

Motilal Oswal India Strategy Commodity Inflation.pdf


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