Invesco’s Arnab Das suggests a fragmented global economy with shifting capital flows from the US to Europe and Asia due to trade tensions. While retaliation from China is underway, the primary short-term risk remains a potential recession. Das advises a holistic portfolio review, cautioning against impulsive reactions amidst market dislocations.
Oil shock from Iran war raises risks for India’s stock market
Escalating Middle East tensions are poised to further weaken Indian equities, with strategists warning of underperformance against global peers. Higher oil prices, driven by the