Crude oil prices have plummeted to 2021 levels due to trade war fears and OPEC Plus’s decision to accelerate the unwinding of production cuts. The US imposed tariffs, triggering retaliatory measures from China and other nations, raising concerns about a global recession and reduced oil demand.
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