Rising oil prices pose inflation risks for India, with a $10/barrel hike potentially increasing consumer prices by 0.2-1.4%. Asian economies, especially net importers of crude, are sensitive to CPI and could face challenges.
Gautam Shah of Goldilocks Premium Research expresses confidence in select market sectors despite uncertainty in the Nifty’s direction. He highlights opportunities in financial services, metals,
In fact, investors can have 70-80% of their portfolio within these four sectors and that can, I would say, high degree of them outperforming the
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