Global Strategist Warns of Market Correction from Iran War Fallout: Where to Find Safety
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Iran Fallout: Strategist Warns of Market Correction, Advises Where to Invest
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CNBC TV18•12-03-2026, 14:24
Iran Fallout: Strategist Warns of Market Correction, Advises Where to Invest
•Global strategist Komal Sri-Kumar warns of a potential market correction due to Iran conflict fallout, predicting a 15-20% downside.
•Sri-Kumar foresees stagflation (low growth, high prices) and advises reducing equity exposure, favoring energy and healthcare stocks, and shorter-duration Treasurys.
•Despite market recovery after President Trump's remarks, the S&P 500 is near all-time highs, and the VIX (fear gauge) remains elevated.
•Max Kettner of HSBC offers a contrasting view, upgrading equities to "max" overweight, believing the worst of the Iran oil spike fears are over.
•Deutsche Bank Research identifies software as a buying opportunity, upgrading it to overweight, as AI disruption concerns are believed to have peaked.
