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Global markets continue to grapple with geopolitical tensions, trade uncertainties, and volatile commodity prices, leaving investors searching for clarity in an increasingly unpredictable environment. While concerns over international developments remain eleva... Global markets continue to grapple with geopolitical tensions, trade uncertainties, and volatile commodity prices, leaving investors searching for clarity in an increasingly unpredictable environment. While concerns over international developments remain elevated, Rajeev Agrawal from DoorDarshi India Fund believes India's domestic economy is relatively well-positioned to weather the turbulence.Speaking to ET Now, Agrawal said uncertainty has become a defining feature of the global landscape, making it difficult for investors to predict how events will unfold. However, he noted that market volatility can also create opportunities for long-term investors by allowing them to acquire quality businesses at attractive valuations. Absolutely, the last few months every day we get some new news and so there is a lot of uncertainty. But the good news with uncertainty is that sometimes you have volatility which allows you to get good stocks at good prices, so that is a positive way of looking at it. But unfortunately, every day you are glued to trying to figure out what would happen next. Trust Deficit Likely to Prolong UncertaintyAgrawal believes that even if diplomatic agreements are reached in the coming weeks, uncertainty is unlikely to disappear anytime soon. According to him, a deep trust deficit between major global powers could continue to fuel instability and create fresh challenges. Even if there is a deal, I feel that if and when the deal goes through, even after that I am not certain that the deal will hold, how long it will hold, and maybe new developments will come. So, what I am predicting at this point is that even if there were to be a deal in the next few weeks, the uncertainty is likely to continue for a much longer period because there is a clear trust deficit between the two nations. Focus on Businesses Less Exposed to Global ShocksWith multiple geopolitical flashpoints and shifting global alliances creating noise in financial markets, Agrawal said his investment approach is focused on sectors that are less vulnerable to external disruptions.He highlighted domestic-oriented businesses as a preferred area of investment, arguing that India's economic fundamentals remain reasonably healthy despite concerns over inflation. While inflationary pressures could persist, he expects domestic demand to continue supporting growth.Agrawal also pointed out that the depreciation of the rupee has improved India's export competitiveness, potentially creating opportunities for exporters once global conditions stabilize. The key thing that we are doing is trying to look in areas which are not going to be as impacted from a business perspective or from an economy perspective. So, a lot of domestic sectors in India, we think, while there might be a little bit higher inflation, in general the economy seems to be doing alright. Real Estate, Financials and Renewables Stand OutAmong sectors that currently appear attractive, Agrawal identified real estate as one of the strongest opportunities. He said