West Asia conflict-driven market selloffs are historically short and reversible, according to Valentis Advisors’ Jyotivardhan Jaipuria. He advises investors to view the current downturn as a buying opportunity, anticipating an earnings recovery cycle. Jaipuria’s highest conviction lies in the banking sector, citing resilient credit growth and expanding net interest margins.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets