Market coming to terms with structural inflation narrative: M Raychaudhuri

In an Q&A Manishi Raychaudhuri, Asia-Pacific equity strategist at BNP Paribas says he expects the current volatility in Asian and Indian equities to continue over the foreseeable time horizon

Over the past few months, global markets have danced to the tune of central bank moves. Manishi Raychaudhuri, Asia-Pacific equity strategist at BNP Paribas, in conversation with Puneet Wadhwa says he expects the current volatility in Asian and Indian equities to continue over the foreseeable time horizon. Edited excerpts:

Do you think the risks to markets are mounting and rallies will eventually get sold into?

The current volatility in Asian and Indian equities is likely to continue over the foreseeable time horizon. Accelerated monetary policy tightening by global central banks and the just-commenced quantitative tightening (QT) by the US Federal