Strait of Hormuz is now India's biggest market risk, says Ashi Anand

Indian markets await clarity on Strait of Hormuz shipping. Ashi Anand of IME Capital suggests a defensive market approach. Oil prices near $110 per barrel strain India's economy. Fuel price hikes are expected to continue. Pharma and metals sectors show resilience due to specific growth drivers. China-plus-one strategy remains a long-term trend.

Raccontata daeconomictimes.indiatimes.com