Mohit Kumar, a global economist at Jefferies, stated in a report that the geopolitical situation is difficult to trade, but certain investment themes are expected to benefit in the coming days. In the fixed-income sector, the yield curve is expected to steepen as fiscal spending increases. In the foreign exchange market, the theme of diversifying away from the U.S. dollar is likely to gain further traction, with gold emerging as a key beneficiary. In the equity market, defense stocks are expected to continue performing well amid rising global defense spending.