Allocate 10–20% globally; stagger investments amid volatility: Alekh Yadav, Sanctum Wealth

The 'crude oil shock' mentioned directly impacts the energy sector, potentially affecting input costs for various industries and consumer spending. Geopolitical tensions can also disrupt supply chains and commodity prices.

• •Global markets face heightened uncertainty due to escalating geopolitical tensions and crude oil shock.
• •Investors are advised to diversify 10-20% of their portfolio globally.
• •Recommendation favors emerging markets and Japan.
• •A staggered approach to fresh investments is suggested due to currency fluctuations and macro shifts.
• •Risk flag: Further escalation of geopolitical tensions could lead to sustained high crude oil prices.