Will The 'Anti-AI Theme' Tip The Scales in India's Favour? Manish Sonthalia On IT, Iran War & Oil

Will the Iran conflict drag Nifty back to 23,000? How much of a risk are crude oil prices and the ₹ at 97 to India's markets? In this episode of Editor's Cut, NDTV Profit Editors and Manish Sonthalia, Director & CIO of Emkay Investment decode the biggest macro risks, the resilience of India's consumption story, the rise of quick commerce, Trump's pharma tariff threat, and why select sectors like banking, capital markets and even IT could offer opportunities. With expert insights from MK Investment Managers' Manish Sonthalia, we break down what investors should watch in the weeks ahead. #it #ai #crudeoil #iranwar #business #ndtvprofit For more videos subscribe to our channel:    / @ndtvprofitindia   Visit NDTV Profit for more news: https://www.ndtvprofit.com/ Don't enter the stock market unaware. Read all Research Reports here: https://www.ndtvprofit.com/research-r... Follow NDTV Profit here Twitter:   / ndtvprofitindia   ,   / ndtvprofit   LinkedIn:   / ndtvprofit   Instagram:   / ndtvprofit   Facebook:   / ndtvprofit