Investment Strategies Amid US-Iran Tensions: Equity, Commodities, and Sector Focus

Geopolitical tensions between the US and Iran have led to market volatility, prompting varied investment strategies. Experts advise cautious equity positioning, favoring large and mid-cap stocks, domestic cyclicals, and defensives. Commodity and defence mutual funds have shown strong recent returns but are recommended for minimal exposure due to cyclical performance. Fund managers are also investing selectively in metals, energy, and power sectors, anticipating demand growth linked to infrastructure and technology trends, while gold remains a moderate-return safe haven.