Red sea crisis is the latest in a series of geo political events. We have had many such events in the past and these kind of things will continue in future too. If we get ruffled by each and every such event, its difficult to take a call on investing. I tend to give these kind of events a miss.
There can be trading opportunities in some sectors, if someone is nimble enough, but I don’t know how long this issue is going to last. Main aspect of investing is to control the things that you can control All these external factors are beyond anyone’s expectations and control But if my focus is on a specific company or a group of chosen companies with clear cut investment thesis and bought at attractive valuations, these kind of situations will not be a major factor for me, unless they affect my chosen company directly.
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