Crude, Commodities & Conflict: Portfolio Strategy Amid Iran Conflict | Devina Mehra

As tensions rise in West Asia, investors are worried about crude oil spikes and market volatility. But how should serious investors respond? In this insightful segment, Devina Mehra reveals how First Global rebalanced its portfolios even before the latest escalation. With US equities already underweight, the firm shifted exposure toward commodities like crude and metals, anticipating an overdue upmove. She explains why oil flows rarely stop despite conflicts and why sentiment-driven spikes are usually temporary. On Indian equities, the strategy remains disciplined - no panic changes, only structured rebalancing. From asset allocation to fresh money deployment, this conversation offers a calm, data-backed roadmap for navigating war-driven volatility.