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ASWATH DAMODARAN INFLATION
AI spending boom could trigger sharper downturn than dotcom crash: Professor Aswath DamodaranValuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...- Beyond Iran war, what drove sharp equity selloff in March? Aswath Damodaran explainsGlobal markets saw sharp volatility in March as the Iran war and a surge in crude oil prices reshaped investor expectations. Aswath Damodar...
- Gold and silver soar as U.S. trust frays, warns Aswath DamodaranAswath Damodaran argues 2025 market moves reflect a deep trust deficit in US institutions. Bonds stayed calm, the dollar weakened, gold and...
- Is gold price too high or is it still low? Aswath Damodaran finds out using 2 metricsGold’s surge above $4,000 an ounce in 2025 could signal overvaluation, says NYU professor Aswath Damodaran. Comparing gold’s price to infla...
- Aswath Damodaran flags rise in global risk premiums after U.S. treasury downgradeAswath Damodaran warns that global equity risk premiums are rising due to the U.S. sovereign debt downgrade, prompting a reassessment of th...
- India most expensive market, no amount of handwaving can justify valuation: Aswath DamodaranIndia's equity market is the world's most expensive, trading at a high 31 times earnings, says valuation expert Aswath Damodaran. Despite s...
- Aswath Damodaran debunks the Fed Myth. It’s a delusion that has destroyed enough investing brain cells, he saysAswath Damodaran argues that the Federal Reserve has less influence over interest rates than commonly believed. The Fed sets only the Fed F...
- Aswath Damodaran lists 2 factors that will drive stock prices in 2023After Powell said the Fed could ease the pace of interest rate hikes "as soon as December", traders now see a 91% probability that the Fed ...
- Malaise in market will last longer if investors behave like it's the 70s: Aswath DamodaranDamodaran said since 2008, it has become fashionable to attribute all movements in interest rates to Fed action or inaction, and as a conse...
- Will Fed keep hiking rates till it tames inflation? Chris Wood isn't so sure!Wood said the key issue in the coming months will be whether the Fed keeps going until inflation is below 2 per cent or would the US centra...
- Aswath Damodaran says investors overestimated Fed powers in brining inflation under controlThe valuation guru said the path Fed chose was one that can be described “as whistling past the graveyard, not just ignoring the danger wit...
- Zomato stock reminds Shankar Sharma of Amitabh Bachchan's 'Deewaar' dialogueThe stock has been under pressure since lock-in for pre-IPO investors ended on July 23. As there are no promoters, pre-IPO shareholders, in...
- The balancing act: Aswath Damodaran on why fear & greed must co-exist for market to thriveAccording to Damodaran, risk capital is the portion of capital that is invested in the riskiest segments of each market and safety capital ...
- Aswath Damodaran says inflation-hedging stocks share these characteristicsThe value investor compared trends of the 1970s with that of 2022 and said investors will undoubtedly find vindication for their beliefs th...
- Aswath Damodaran decodes the impact of soaring inflation on economy and marketsDamodaran feels Fed now finds itself between a rock (more inflation) and a hard place (a recession), and the truth is that everyone will su...
- Govts spending like drunk sailors! Aswath Damodaran on why inflation is biggest riskAswath Damodaran, one of the most forthright global voices on markets and investment,says: "My biggest worry for the next year is how infla...
- This could be the start of India’s decade like last 20 years have been China’s: Aswath DamodaranIt is time that at least the larger Indian companies started looking at the corporate bond market.
- Fed rate hikes have little meaning, markets are driven politically: Aswath Damodaran, NYURates are no longer a Fed number to move. Markets are now driven politically
- The biggest danger from Trumponomics is a global trade war: Aswath DamodaranMarkets are set for turbulent times as the Trump policies could probably lead to a trade war that would erode the fortunes of emerging mark...
- Rajan can't bring down your cost of capital: Aswath Damodaran, Stern School of BusinessTo bring down the cost of capital, real changes in the economy are needed and many of those changes have to be political rather than from t...
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