How Inflation affects Economy, Stock Market, Dollar & Gold | Economics | Kirtan Shah
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- เผยแพร่เมื่อ 27 ก.ย. 2024
- Inflation is the only macroeconomic factor that you need to track to understand the correlation between Stock Market, Dollar & Gold. This video helps you understand in the most simplest manner of how when inflation moves up or down, how does the stock market, dollar & gold reacts.
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SIR, THIS IS A UNIQUE VIDEO. THANKS SIR
Thank you 🙏
Just so amazing, the way you explained it. How easily you explained the impact of inflation on different sectors, gold, and crude. hats off to your engaging style. Thoroughly enjoyed the session.
You have great art to articulate every complex topic in a simple and understanding way. Thank you for your useful lessons as always
Thank you so much
This is gold piece of information, kindly keep publishing these videos 🙏
Glad you liked it, thanks
Excellent explanation as usual. Even a lay man will understood the correlation between Inflation, interest rate, & it's impact on equity market. 👍👍👍
Thank you for your positive feedback
Absolutely loved the way you explain things. Utter ease and sheer knowledge. Kirtan Sir, do keep creating content, You'll definitely nail it.
Thank you so much Dilip
Wao...i just gain a knowledge of this thing....just hats off to kirtan sir .... beautifully explained.....❤
Absolutely amazing. Explained in simple words. Thanks and keep educating us!
Glad you liked it
Sir i fall in love with your teaching style since i watched your video with vivek bajaj sir(face 2 face)...........Please make more videos reagrding macro .
Thank you so much Sanjay
Kirtan shah on High lavel.
Thank you Piyush Bhai
Amazing explanation. You are master at keeping complex topics in simplest language
Thank you :)
Right! Right !! Right !!! Deluge. Spoils the listening experience.
Take what is important from the video and ignore the rest. Difficult?
Wonderful video thanks for this sir❤
Amazing explanation with some interesting examples.. looking forward for much more informative videos
You bet :)
Kirtan thanks for your wonderful session ..
Just want to understand from US perspective...
For e g In US inflation have gone up from 2% to 8% but dollar has not depreciated why ?
Because US is a reserve currency and hence money flows there during tough times. Also, because they aggressively increased rates vs the other countries and hence their currency moved up faster.
Thanks a lot for nice explanation
Glad you liked it
🙏 Thanks for your knowledge sessions sir. Keep pouring your valuable thoughts 🌹
Glad you liked it
As always, excellent content sir. This video is MUST for every person who want to make investment in type of asset.
I would suggest you to upload these type of long videos in 2 parts. Bcoz, many people goes eye rolling when they see 40 min video. Same video just break in 2 part and upload as part1 part2 at same time. Moreover it become easy to digest such a complex content for a common man. I watched in one go bcoz i have habit of taking 3 hrs video lectures at one go. So it was easy for me. But most people won't have that patience even if they know that it's very important video for them still they will postpone. If it will be in parts they will be like okay, 20 min i have in this short traveling let's do part one. It's just psychological thing.
Ya I am getting caught been the length of the video. Working on it. Thanks for the feedback.
Amazing Lecture!!
Thank You!
Glad you liked it
Hello Kirtan,
Thanks for very informative session, can you please explain how does the inflation in US and Fed rate hikes impact the Indian equity market. thanks..
I will soon be making it
Excellent topic
Great video!!
Thank you
Excellent explanation!!! Thanks.
Thanks Sourav
Thank you sir This is a golden information ❤❤❤
So glad you doing it useful
I am big fan of you sir. Keep posting videos. I always search your name on TH-cam to watch your videos. Thanks.
Thank you so much Mabud, hope you have subscribed and activated the notification :)
super presentation... welldone
Thank you so much
Please upload more macro economics topics ...
I will soon
Excellent explanation Sir.Great
Thank you
@Kirtan Wonderful Sessions, personally miss your videos. Request you to upload videos on a periodical basis.
Trying my best :)
Awesome Content as Ever !!
Thanks Gaurang
Simply Brilliant!!
Superbly explained !
Absolutely brilliant
Thank you so much
Hows the correlation between Indian and us stock market?? Is it low or negativity correlated??
Positively correlated
@@FinancialPlanningAcademy so then would be it be wise to allocate 5-10%in us stocks? Via nasdaq 100 index? What donu suggest
Just wow...
If you can also cover technology stocks, why are these stocks corrected globally?
Absolutely on point, clear explanation
Can you explain the reason behind fall of IT stocks despite of $ appreciation
IT stocks went up during Covid with the expectations that the world will become more digital and hence more business for IT companies which is coming back to its mean as margins or business have not improved significantly.
Also when IT is already at very high valuations, interest rates rise affect the valuations negatively
Also most IT companies get their business from US, UK and Europe and those economies are not doing well
@@FinancialPlanningAcademy wow, I didn't correlate in this angle.
Thank you !
Super knowledge video
Thank you Madhu
Well explained
Thanks Mahadish
Sir I have a question
RBI have raised interest rates from 4% to 5.9% this year and inflation is still above 6%
Then how the banking sector is doing so great in these times?
Shouldn't the banking sector be falling?
Because the loan rates went up but the deposit rates dint go up at the same pace so banks made more profits. Also the corporates are taking more credits and banks are lending more so more business
Maza aa gaya 🙏
Hehe thank you
Nice Video.
But why are Pharma & IT Stocks going down in the current inflationary scenario?
Because they went up abnormally during Covid
@@FinancialPlanningAcademy thought so, thanks for the clarification.
Pls make video on debt fund , how to select
Will start soon
Thanks for explaining such a complex concept into an easily understandable format however Need your thoughts on how the dollar affects by Fed rate increase? Does the dollar not depreciate similar to inr? If yes, how does it affect the Indian market?
2020 year gold given good returns even rates went down. During corona.pls explain
Thats a unique year where it was more than macros affecting the markets & it was flight to safety & hence $ & Gold went up
Video bahut achi h par agr hindi me bhi hota to acha rhta
Kosish karenge hindi main bhi daalne ka
Please continue this series
Yes
Nice ketan 😊
Thank you
As usual super content Kirtan. One basic confusion wanted to clear wen we say fed is infusiong liquidity or printing money does It meant they lessened the only rates? Correct me here if wrong, does printing money actually and only meant FED or any other central bank actually adding more liquidity or money supply to banks at lower rates and banks in turn can give more loans to people. 😊
Decreasing rates and buying back bonds from the market are both termed as infusing liquidity
Next video kab ayegi?
😘 𝐩𝐫𝐨𝐦𝐨𝐬𝐦
Nice video
One query
Do u think that the time running now will repeat 2002-07?
India is in a much better position vs other global markets and we will receive a lot of inflows + domestic inflows are very high so yes
Very Very indepth of macroeconomic scenario you have shared. so many thing going behind the scene
Glad you liked it
What will happen to debt market? In case of higher interest rate scenario
Traded debt will generate lower returns and hence always invest in lower duration when rates are expected to go up
Simply super...very well explained...❤
Thank you
What about silver
Same as gold
Very good and clear explanation!!!
Thank you Subbarao
Crisp and Resourceful ✨✨
Thanks Nikkhil
Amazing ❤
Thank you
Every video is gem ,good bro
Thank you so much
For Inflation, Both Demand and Supply factors. If supply is there and no demand is there then no inflation. And Vice Versa.
You have not seen the entire video
Hi Kirtan, very informative video - thanks for sharing. However, had a question - isn't there an inverse correlation between $ and gold? if $ goes up, shouldn't the price for gold come down as the demand for gold in non-$ denominated currency goes down? Additionally, we recently saw US inflation number coming in softer than expected leading to dollar index going down which led to a rally in gold
While what you are saying is correct in $ terms but because rupee depreciates vs $ that does not translate into ₹ values.
In the current scenario (where we are envisaging a rate cut), it then seems a nice time to invest in the markets! Nice explanation as usual kirtan 😊
Thank you so much Megha
Excellent 👍 as usual
Thank you :)
Hey,
As you mentioned in video like ...
Ruppe down
Doller up
Gold up
But if doller is up then gold should go down and vice versa?
Dollar up, gold is down in international market but because rupee depreciates, gold in india goes up. Check the last 1 year for the latest example
@@FinancialPlanningAcademy yes correct,
Yes i am tracking that also and my observation is,
When doller up, gold down, ruppee depreciate...so almost gold price will remain same, as gold down and ruppe also depreciate
Correct?
It's a great video...having one doubt...just correlating with the current market..rates went up but baking stocks also moved up..will you help clearing this doubt.
Yes Kirtan, i have similar doubt. Is it because of what you just said in video that market is factoring in future that rising interest rate cycle will be topped out in near future
Or is it similar to 2003 to 2007 capex cycle where demand is not going down despite of interest rate hike. Most of the banks have shown credit growth 15-20% in Q2 despite of interest rate hike and also expecting good growth in future and start of private capex. Further because of interest rate hike, NIM of many banks have also improved.
Because the loan rates have gone up and deposit rates have not increased at the same pace & hence their margins have increased. Also the bank rally started very lately, go back 2 months & banks were under performing
@@sumitchopra9995 Because the loan rates have gone up and deposit rates have not increased at the same pace & hence their margins have increased. Also the bank rally started very lately, go back 2 months & banks were under performing