
Rising crude oil prices and renewed geopolitical tensions have put Indian markets under pressure, raising concerns about inflation and economic growth. G Chokkalingam, Founder & MD, Equinomics Research, says the recent market weakness is largely driven by higher oil prices but believes panic is unwarranted at this stage. He expects diplomatic negotiations to eventually ease tensions and advises investors to stay focused on quality stocks and proper asset allocation instead of reacting emotionally. He also remains optimistic that improving monsoon conditions could support market sentiment.