Geopolitics & Markets: Russia Sanctions, US-China Talks & Emerging Market Strategies | Geoff Dennis　 #ETNOW

Global analyst Geoff joins ET Now to decode the impact of U.S. sanctions on Russian oil and what it means for India and China’s crude imports. He shares insights on oil price volatility, the Trump-Xi meeting, and emerging market opportunities. While cautioning on gold and bonds, Geoff suggests equities remain the preferred play, especially in emerging markets like India, supported by low inflation, potential rate cuts, and improving valuations amid global uncertainty.

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