Anand Radhakrishnan, managing director at Sundaram Asset Management Company, discusses the impact of geopolitical events on market dynamics, asserting that while near-term earnings may be pressured, the long-term growth outlook for India remains strong. He notes that crude oil prices play a significant role, with levels above $90 posing risks to corporate margins and household budgets. Radhakrishnan highlights three domestic themes—data centers, localization of components, and hard asset investments—that can drive growth by generating jobs and demand. He expresses a constructive view on the banking sector, citing stable asset quality and growth potential. Radhakrishnan also points out that foreign institutional investor (FII) flows could improve if a sustained investment cycle emerges in India. He advises investors to maintain discipline and avoid trying to time the market, as clarity often arrives after price movements. Despite recent volatility, he believes that the market is well-positioned for long-term growth, particularly with a shift towards renewables and electrification.