UAE’s exit from OPEC+ coordination has little short-term oil impact. Geopolitical issues dominate. Markets have rallied, but easy gains are over. Selectivity is key, favoring AI capex and select energy and healthcare stocks. The Fed is unlikely to pivot soon. Earnings will drive markets, but Middle East risks remain.
Banking, financials remain strong play despite near-term volatility: Sunil Subramaniam
Crude oil prices and UAE’s role in OPEC+ are influencing Indian markets. Experts suggest oil prices may fall in the medium term, easing concerns for