West Asian geopolitical tensions and volatile oil prices are making investors cautious. Gautam Trivedi of Nepean Capital sees no immediate buying opportunity due to ongoing conflict. The crisis impacts global energy supplies and economies like India. Trivedi focuses on long-term structural demand sectors like data centers, AI, and the power sector, emphasizing company-specific changes over thematic trends.
US SEC chairman moves to give states power over shareholder resolutions
The U.S. Securities and Exchange Commission is considering rule changes for shareholder proposals. This shift could reduce investor activist influence and grant new powers to
August 31, 2026