Mark Matthews On Iran War Risks, India's Market Outlook And Anthropic IPO

Mark Matthews, Head of Research Asia at Julius Baer, joins NDTV Profit to discuss rising geopolitical risks, including the possibility of strikes on Iran in November, and the implications of the Middle East conflict for global markets. Matthews remains constructive on India's macroeconomic outlook and corporate earnings, while highlighting the importance of long-term microeconomic factors in shaping market performance. He also discusses why investors will closely watch Anthropic's initial public offering and cautions against assuming that companies entering a market early will necessarily emerge as long-term winners. The conversation examines the forces likely to influence investor sentiment and market direction.