Indian equities are experiencing a sharp correction due to geopolitical tensions, with valuations becoming attractive. However, elevated oil prices and conflict duration pose significant risks, potentially impacting trade deficits and currencies. Investors are advised to focus on reasonably valued stocks, with engineering, EPC, and IT midcaps showing promise.
7 investing lessons from Jim Leitner for building the right market mindset
Leitner believes investors should remain open to new ideas and recognise that markets can challenge even experienced participants.
October 3, 2026