Inflation may continue to hamper global equities; like real estate, consumer cos: Arvind Sanger

As inflation continues to be a big concern and volatility is likely to persist, the strategy to play the market is to invest in stocks which are "inflation proof", said Arvind Sanger, Managing Partner of Geosphere Capital Management.

“We are a buyer into sell-offs and volatility but we are very respectful of the fact that we are not out of the woods, because we think the inflation fear is real, and therefore the actions to that. So we are buying stuff which should be still inflation proof,” he said in an interview with CNBC-TV18.

“I would be buying companies which will benefit in this cycle. We have been big fans of real estate, we like industrial sectors, consumer products that are used in the real estate and cyclical construction from an investment cycle,” said Sanger.