Anand Tandon suggests limited near-term movement in the energy sector, favoring grid infrastructure investments over oil and solar. While geopolitical tensions and Russian oil sanctions exist, their impact is mitigated by weak global demand and refined product re-exports. Tandon highlights rare earth metals, dominated by China, as a more pressing long-term strategic risk.
Gloabl Markets: Asian stocks dip as traders await ceasefire news
Asian stocks declined as investors reduced holdings ahead of the weekend, awaiting progress on extending the US-Iran ceasefire. This follows a global equity rally driven