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