#geopolitical-uncertainty
Energy, banks, EMS stand out as key bets in volatile market: Manish Sonthalia
Global crude oil prices and geopolitical uncertainty in West Asia are the primary drivers of market direction, overshadowing domestic factors. CIO Manish Sonthalia warns that sustained supply disruptions could significantly impact FY27 earnings estimates and …
US markets hold steady amid geopolitical uncertainty as earnings season takes centre stage
US markets are driven by strong corporate earnings and a stable labor market, defying global geopolitical tensions. While investors hope for negotiation, unpredictable political rhetoric and potential oil price spikes pose risks, especially for emerging marke…