Signs that the ongoing conflict could ease have begun to reflect in market sentiment, with investors turning more optimistic as talks of a possible ceasefire gain momentum. However, experts caution that it may still be too early to take aggressive investment calls.
Market expert Sharmila Joshi believes the situation is moving in a positive direction. She noted that developments suggest a ceasefire could be on the cards, adding that continued conflict does not create the right environment for meaningful dialogue, and a pause in tensions would be the best outcome at this stage.
She also pointed out that markets are already responding to this shift, with improving sentiment indicating that investors are becoming more hopeful as the situation evolves.
At the same time, Joshi advised a cautious approach. She said this is a time to prepare portfolios rather than deploy all capital at once, as a significant amount of damage has already been done. The focus, she added, should now be on identifying the right sectors and stocks.
On sectoral trends, she highlighted that no segment is completely insulated in the current environment. Even traditionally defensive sectors can react to global developments, making it important to focus on domestic-oriented themes where recovery may be more visible.
She remains constructive on financials, particularly PSU banks and select NBFCs, while also seeing opportunities in autos and infrastructure-related stocks.
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