Geopolitical tensions spike volatility, but panic selling is rarely the answer.

Geopolitical tensions spike volatility, but panic selling is rarely the answer. According to investment strategist Saurav Ghosh, investors should resist emotional decisions during market disruptions, which historically prove short-lived. His strategy involves using fixed income as dry powder to capitalize on equity corrections when fear peaks. India faces unique structural considerations this cycle: as the world's largest driver of oil demand growth and a major refining hub, geopolitical shocks carry dual impact on imports and exports. Access to cheaper Russian oil remains uncertain due to sanctions and trade dynamics. With inflation historically low and rate cuts underway, India's positioning differs from past cycles. The key is monitoring oil prices, inflation trends, and volatility indicators like VIX closely while maintaining discipline.