Fund Managers Bet On Metals And Power Amid Geopolitical Turmoil

Global market turbulence has prompted Indian fund managers to recalibrate portfolios. With geopolitical risks influencing supply chains and commodity prices, metals and power have emerged as preferred sectors, offering resilience and potential upside in the current environment.  

Investment Strategy  
Analysts highlight that metals benefit from strong industrial demand and supply constraints, while power stocks gain from rising energy needs and government infrastructure push. Fund managers believe these sectors can deliver consistent returns even as global uncertainties weigh on broader equity markets.  

Market Outlook  
The geopolitical turmoil has heightened investor caution, but selective bets on metals and power are seen as defensive yet growth-oriented. Experts suggest that these allocations could provide a hedge against inflationary pressures and currency volatility.  

Key Highlights  

• Fund managers shift focus to metals and power  
• Geopolitical risks drive demand for safe sectors  
• Metals benefit from industrial growth and supply constraints  
• Power stocks supported by energy demand and infrastructure push  
• Strategy seen as hedge against inflation and volatility  

Sources: Economic Times, Business Standard, Mint, Reuters