Santosh Meena Featured in Outlook Business for Insights on the TACO Trade, Oil Prices and Global Market Trends

Indore, July 2026: Swastika Investmart's market research continued to receive recognition in the financial media as Santosh Meena, Head of Research, was featured in Outlook Business for his insights on the evolving TACO (Trump Always Chickens Out) trade, crude oil price movements, geopolitical developments, and their impact on global equity markets.

The feature examined how investors have increasingly responded to geopolitical headlines, policy announcements, and fluctuations in energy prices by buying market dips instead of reacting with panic. Santosh Meena shared his perspective on why market participants have become more resilient despite recurring global uncertainties and how investors should position their portfolios amid changing macroeconomic conditions.

His commentary highlighted that while geopolitical tensions often trigger short-term volatility, markets tend to stabilise as investors reassess the actual economic impact rather than the initial headlines.

Santosh Meena on the Evolving TACO Trade

Commenting on the market's recent behaviour, Santosh Meena observed that investors have become increasingly experienced in distinguishing between temporary geopolitical shocks and long-term economic fundamentals. As a result, markets have repeatedly witnessed buying interest after sharp declines triggered by global events.

He explained that the so-called TACO Trade reflects investor expectations that aggressive political rhetoric or policy announcements may eventually soften, allowing financial markets to recover once uncertainty subsides.

According to Meena, this evolving market behaviour demonstrates the growing maturity of investors, who now focus more on corporate earnings, liquidity conditions, and economic growth rather than reacting solely to geopolitical headlines.

Oil Prices Continue to Influence Market Sentiment

Santosh Meena also noted that crude oil remains one of the most closely watched macroeconomic variables for global investors. Sharp fluctuations in oil prices directly influence inflation expectations, central bank policy decisions, corporate profitability, and overall market sentiment.

For India, which remains a major importer of crude oil, sustained increases in energy prices could impact inflation, fiscal balances, and input costs for several industries. Conversely, stable or moderating oil prices provide a favourable environment for economic growth and corporate earnings.

He advised investors to monitor developments in global energy markets alongside domestic economic indicators while evaluating investment opportunities.

Focus on Fundamentals Over Headlines

While geopolitical events often dominate market discussions, Santosh Meena believes investors should avoid making portfolio decisions based solely on short-term news flow.

Instead, he recommends focusing on:

• Corporate earnings growth
• Sector-specific opportunities
• Valuation comfort
• Liquidity trends
• Interest rate expectations
• Global macroeconomic developments
• Long-term asset allocation

According to him, diversified portfolios backed by fundamentally strong businesses are generally better positioned to withstand periods of market volatility than portfolios driven by speculative trades.

Swastika Investmart's Commitment to Research

Swastika Investmart continues to provide timely market insights across domestic and global developments through its experienced research team. By analysing macroeconomic trends, sectoral movements, corporate earnings, and global market events, the company helps investors make informed decisions in dynamic market environments.

The continued presence of Swastika Investmart's research experts across leading financial publications reflects the growing recognition of the firm's research capabilities within India's investment community.

Featured Across Leading Publications

Santosh Meena's market insights were featured in:

• Outlook Business – Trump, Oil And The TACO Trade: Why Investors Keep Buying The Dip

About Swastika Investmart Limited

Swastika Investmart Limited (BSE: 530585) is a research-driven financial services company offering stockbroking, equity advisory, IPO research, wealth management, commodity trading, currency trading, and investment solutions. With more than 30 years of market experience, the company combines expert research with technology-enabled platforms to empower investors with reliable financial insights.