Portfolio rebalancing may rise if global conflict drags on, says JM Financial’s Vishal Kampani

Speaking to CNBC-TV18 at the 21st India Business Leader Awards, Vishal Kampani, MD of JM Financial, said managing public money has become more challenging amid rising global volatility and geopolitical tensions. He noted that investors are increasingly reviewing portfolios as conflict-related energy risks create uncertainty. Kampani added that sectors linked to crude and gas could face pressure if the situation persists for three to six months, while concerns around AI disruption are also prompting investors to reassess exposure to IT services.