Key Points
When the time was beginning to heal the wounds, another debacle in the form of a slightly non-conventional (and thankfully at least, a non-systemically significant) US bank going bust for a diverse variety of reasons spanning from inconsistent Fed language to ALM mismatches to lack of proper KYC processes on the depositor side of the banks balance sheet dashed market sentiments globally and domestically...
When it rains, it pours; along came another falling domino effect in the European banking space: a nervy Credit Suisse being denied extra funding from its largest shareholder albeit, in reality, due to regulatory reasons only...
Even when shares of one listed US consumer electronics retail company underwent a severe short squeeze, an Indian-ized scenario would be nipped in the bud thanks to our exchanges stringent filters like circuit rules and ASM frameworks...
Secondly, one could consider the equity of listed companies where inflation in COGs can be passed on to the companys customers possible examples being companies whose products have high brand stickiness and pricing power...
Lastly, direct investment in real estate is also an option (if available): rental yields are indeed linked to inflation, being directly part of the CPI basket, and given that several properties are in the phase of redevelopment, there is an additional demand for rent stemming from subsequently displaced households...
