Investec India - Global Economic Review with Philip Shaw and Mukul Kochhar

Mukul Kochhar, Co-Head Institutional Equities spoke with Investec’s Chief Economist, Philip Shaw to discuss the latest Global Economic Overview - inflation dynamics – whether the excessive money printing globally results is currency debasement, and inflation in real asset prices. This dynamic also has substantial implication for Equity prices, as reflation of Equity multiples for high growth stocks is partly predicated on expectation of low long term interest rates. Any change here should result in substantial upheaval in the very structure of Equity market rally today.