Asian stocks fluctuated as investors await U.S. inflation data and a crucial presidential debate between Kamala Harris and Donald Trump. The debate could influence fiscal policies and economic plans. Oil prices remained near three-year lows due to weak demand concerns, while the U.S. dollar stayed defensive.
Stay the course, no need for tactical portfolio shift: Vikas Khemani
Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary