Geopolitical tensions and crude oil volatility are reshaping investment strategies for 2026. Deepak Jorwal, Head of Products at Motilal Oswal Private Wealth, warns that conflicts affecting trade routes and energy supply could significantly impact inflation and interest rates. Disruptions at critical chokepoints like the Strait of Hormuz, which carries twenty percent of global oil supply, can rapidly elevate crude prices and inflation expectations. While geopolitical shocks typically create short-term market volatility rather than long-term structural damage, investors should adopt staggered investment approaches and maintain diversified portfolios. Historical data shows markets have delivered double-digit returns within twelve to twenty-four months following geopolitical events as uncertainty eased.
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