What Is The Global Markets’ Outlook Amid Geopolitical Tension?

BTTV's Aastha Chopra spoke with Nachiket Sawrikar, fund manager of Artha Bharat Global Multiplier fund to understand how geopolitical tensions, inflation and interest rates are shaping global markets. The discussion covered the resilience of the US economy, the Federal Reserve's cautious stance on rate cuts, the impact of higher borrowing costs and the outlook for global equities despite ongoing uncertainty.

The conversation also explored India's position in global investment flows, challenges from rising oil prices and rupee depreciation, and why sectors like artificial intelligence and semiconductors continue to attract capital globally. Nachiket explained why geopolitical events often create short-term volatility but long-term market performance continues to be driven by corporate earnings growth and economic fundamentals.