Shikhara Investment Management’s Rahul Chadha believes markets are closely watching the US, Israel, and Iran conflict, with a contained situation expected to calm investors. India’s strong macroeconomic factors and potential US intervention in oil supply disruptions offer stability. Chadha favors discretionary consumption, infrastructure, hospitals, and real estate sectors for investment opportunities, citing growth potential and unmet demand.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets