Branch² Intelligence
Expert view: Risk-reward appears favourable from a medium-term perspective, says Equirus Asset Management's MD, CIO
Key takeaway
Equirus AM's CIO says risk-reward is favourable medium-term as US-Iran conflict peak is behind, stabilising oil prices.
- Step 1US-Iran conflict peak passes, reducing geopolitical risk premium in oil markets.
- Step 2Stable crude prices lower input cost uncertainty for Indian SMEs in logistics, chemicals, and manufacturing.
- Step 3Improved macro stability attracts foreign portfolio investment into Indian equities, easing cost of capital for listed SMEs.
Source: LiveMint Markets
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