It is after a gap of some time that we have seen a “risk off ” trade taking place in the US markets. The measure is simple, when stocks like Nivida and others form part of the AI ecosystem see a sharp decline, and it is NASDAQ which is leading the fall it clearly means that some moderation is taking place. This is bound to have an impact on the global equity market including India. The next logical question is how to deal with it. The answer lies in history, whether it is geopolitical tension or interest rate cycle getting unexpected disruptions, or risk off trade they keep happening. What one has to focus upon is stock selection and own good business and volatility whether global or domestic is taken care off automatically over a period of time.
