Catch David Roche on ET Now as he offers a cautious take on the global economy, warning that ongoing tensions in the Strait of Hormuz could disrupt oil markets and push crude prices toward $90 a barrel. He also flags concerns about rising bond yields, inflation, and whether the AI-fueled stock market rally can last. What could this mean for India, global equities, crude oil, and investment portfolios? Tune in to this detailed conversation for valuable insights.
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