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.
India could see rebound in investor interest when AI-led rally slows: S Naren
Given the current market dynamics, investors are encouraged to reassess their asset allocation strategies. The evolving US AI landscape combined with heightened geopolitical tensions presents