Daily Voice | V Srivatsa of UTI AMC believes inflation impact would be temporary on these three sectors

"Impact of inflation for the next couple of quarters is discounted by the markets and any high inflation beyond that would affect earnings."

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-v-srivatsauti-amc-believes-inflation-impact-would-be-temporarythese-three-sectors_16504861.html