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Authors Bikramjit bhawal

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bikramjit bhawal
bikramjit bhawal
@bikramjitbhawal
@riteshmjn The market is always estimating longterm interest rate and inflation through Growth stocks.
Growth stocks are nothing but leverage bets on above two factors.
Be careful always betting on Growth stocks as there is huge embedded MACRO bet coupled with micro.
Stagflation, take care.
VALUATION
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