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The growing tension between Iran and the United States is no longer limited to just two countries. Rather, its impact has started becoming visible on the economy of the entire world and especially on their energy markets. In fact, Iran's strategic location and its large crude oil reserves play an important role in global oil supply.
In such a situation, whenever geopolitical tension increases in this region, it has a direct impact on international crude prices. This situation becomes even more challenging for India because India is one of the largest crude oil importers in the world. In such a situation, the crisis can put pressure on both India's economy and stock market.
In today's video, we will understand how big this crisis is for the Indian market. In which direction can the Indian stock market go at this time and what is veteran investor Vijay Kedia saying about the current situation? Hello, I am Saloni Tyagi and you are watching Mani. For the last 10-15 days, the entire West Asia and indeed the entire world is going through a period of uncertainty.
India is also not untouched by this. Be it concern about LPG prices or the fear of increase in crude oil prices. We're seeing its effects everywhere. Apart from this, around 1 crore Indians work in Gulf countries. In such a situation, their safety and security is also a big priority for the Government of India.
If we talk about crude oil prices, in the last three-four days itself, there has been an increase of about 25% in oil prices in the international market. And currently, India has about 50 days of strategic oil reserves. Which can be useful in any emergency situation. But the real challenge is that India has to buy most of its oil needs from the international market and when prices increase there, India will have to spend more dollars.
Now because India buys this oil in dollars and a large amount of forex coming into India comes from remittances from Indians working in Gulf countries. In such a situation, if tension increases in the region, it will affect remittances and India's current account. Now you also know that the impact of rising oil prices will not be limited to petrol and LPG only but it will affect the entire economy.
Recently, there has been an increase in the prices of LPG. Meanwhile, the country's well-known investor Vijay Kedia has given an important warning regarding the market. He believes that the stock market may see a further decline of 20 to 25% from the current level. According to Kedia, increasing geopolitical tension and high crude oil prices may further increase market volatility.
Therefore, he has advised investors to be very cautious. Vijay Kedia says investors should n't try to catch the bottom of the market because it's difficult to predict when the market will stabilize. In such a situation, a better strategy would be for investors to wait for the market to stabilize and then start gradual investment.
This will reduce the risk for investors and increase the likelihood of better returns in the long term. Now, according to Kedia, what are the sectors where investing can be very profitable? So let us tell you that Kedia believes that investors should keep an eye on the infrastructure and PSU sectors.
The government is continuously emphasizing on capital expenditure and infrastructure development. The benefits of which can be seen in these sectors. At the same time, he has also advised to be a little cautious in the IT and defence sectors. Because in the last few days, there has been a lot of growth in these sectors.
Apart from this, Vijay Kedia has advised investors to focus more on long term investments rather than short term trading at this time . He says that investors should have an investment horizon of at least 3 to 4 years at this time. Such fluctuations in the stock market are a normal process and the fundamentals of India's economy are still strong and that is why despite the current decline, the possibility of long term growth in the market remains.
According to Kedia, such times often bring big investment opportunities for investors. Investors who are patient. Those who choose the right sectors and invest with a long-term perspective can achieve better returns in the future. Therefore, instead of panicking, one should invest wisely and patiently.
What do you think about this issue ? What is your opinion? What are your thoughts? Please do let us know by commenting and for more such news and updates, stay connected with us and keep watching Man.
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