A CFO investing in tranches, a 24-year-old tracking oil routes, an engineer holding steady, and a retired executive with a seven-year plan—four investors on why global tensions haven’t shaken their portfolios.

Ravi Sumanth, 24
Software engineer, Hyderabad
His strategy: Scouting for stocks that may benefit from the war
Ravi Sumanth, who began investing during the pandemic, says that the recent geopolitical tensions have reinforced a lesson he learnt early in his investing journey: markets are often driven more by sentiment than by fundamentals.

The conflict has not pushed him to exit equities, but it has made him more tactical. When tensions around Iran began escalating, he started tracking how global oil trade…