Markets may fall 10% on Middle East tensions; time for staggered buying: Vikas Khemani

• Vikas Khemani of Carnelian Asset Management predicts up to a 10% market fall due to Middle East tensions and rising oil prices.
• He views the potential dip as an opportune moment for capital deployment, recommending a staggered investment approach.
• Khemani suggests the conflict could persist, causing temporary uncertainty but not structural damage to markets.
• India faces short-term pressure from supply chain disruptions and higher oil prices, but its long-term economic narrative remains robust.
• He advises SIP investors to stay invested and direct investors to deploy capital in tranches, emphasizing a long-term investment philosophy.