The Economic Times

Don't predict the oil price; predict how long the pain lasts and hold cash: Nandan Chakraborty

The Hormuz Strait crisis poses a significant risk to India's energy and fertilizer supplies. DAM Capital's Nandan Chakraborty advises investors to focus on the duration of the disruption, not just oil prices. His strategy involves maintaining liquidity, identifying undervalued growth stocks, and avoiding value traps. Sectors like NBFCs, consumer discretionary, defense, and renewables are highlighted as potential investment areas.