Mumbai, June 24 -- Investors don't seem overly spooked by the geopolitical situation, saidR. Janakiraman, chief investment officer-emerging markets India, Franklin Templeton Asset Management (India) Pvt. Ltd, which manages equity assets worth Rs.1.04trillion as of May end.

Also, the recentgeopolitical risks do not seem strong enough to derail the Reserve Bank of India's (RBI) rate cut logic, he told Mint in an interview.

Nonetheless, he pointed out that if the tensions escalated significantly, then India's risk premium could rise.

Besides, he believes a key risk to equity returns in 2025 is the heavy supply from initial public offerings (IPOs), qualified institutional placements (QIPs), and promoter sell-downs, a trend that surfaced in...