Policy storms and portfolio peace

The last few days have provided a full tutorial on how quickly policy announcements can send markets into a frenzy. The sudden imposition of a $100,000 fee on new H-1B visa applications caught everyone off guard – from tech companies scrambling to get their employees back to the United States before the deadline, to Indian IT stocks declining due to fears of massive cost increases. Add this to the erratic US trade policy we've witnessed over recent months, and I don’t really blame you for anxiety. It's natural to feel unsettled when policy changes seem to emerge without warning. The H-1B announcement gave companies just two days to adjust, creating scenes of chaos at airports as employees rushed to return before the new rules took effect. For Indian investors watching their favourite IT stocks decline, the temptation to panic-sell or dramatically reshape portfolios is understandable. But this is precisely when disciplined investing principles matter most. Suggested read: Not j