Market expert Rajeev Agrawal highlights AI’s dominance in global equity trends, benefiting semiconductor-heavy economies like Korea, while India lags due to its limited presence in the ecosystem. Elevated crude oil prices and geopolitical tensions in West Asia are noted, with potential for gradual de-escalation. Agrawal favors domestic-oriented Indian businesses, particularly in renewable energy and financials, for consistent performance.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets