Just as the 90-day pause on Trump’s tariff plans brought some relief, fresh tensions with Pakistan have reintroduced uncertainty. History suggests such geopolitical flashpoints rarely cause lasting damage to Indian equities – be it Kargil, the Parliament attack, 26/11, or Pulwama.
China is very good. As an investment, it is very good. We used to have 4-5% in China when we had 75% in US. Now
Sandip Sabharwal suggests market reactions indicate a limited impact from the West Asia conflict, viewing corrections as buying opportunities, particularly in domestic sectors like financials
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