In a recent interview, Daljeet Kohli, an Independent Market Expert, expressed a cautiously optimistic view on market conditions, suggesting that the worst impacts of geopolitical tensions may have passed. He advocates for a gradual investment strategy, recommending that investors allocate 15-20% of their capital now and consider adding more during market dips. Kohli emphasizes the importance of long-term themes, particularly in the power sector, which he sees benefiting from a push for energy security. He also highlights opportunities in AI-related sectors like semiconductors and data centers, as well as potential momentum in metals due to supply disruptions. Additionally, he draws attention to financing companies such as Power Finance Corporation and REC Limited, which may improve in valuation following increased activity around a potential merger. Kohli's overall message encourages investors to adopt a staggered approach rather than attempting to time the market perfectly, focusing on structural themes while remaining aware of evolving risks.