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Hi Sharan.. I enjoyed the podcast and the detail in which Gautam explained the market cycle and the factors effecting the markets. Now as per him it is just the start of a Bull cycle, my question is that he did not talked about, rising bond yields, crude not collapsing, inflation in next 3 months to be rising ( effect is usually delay by 3 months of an event (iran war)), interest rate may be rising… so all in all this will surely impact next quarters revenue of companies as this all will create impact on rising input costs. So what is his take on that??
