Nilesh Shah

‘Rahu Kal’ for Markets? Nilesh Shah Warns Oil Spike from Middle East Tensions Could Sting India

Veteran market expert Nilesh Shah has cautioned that rising crude oil prices, driven by escalating Middle East tensions, could spell trouble for India’s economy and equity markets. Referring to the situation as a potential “Rahu Kal” for markets, Shah emphasized that while India’s fundamentals remain strong, external shocks like oil spikes can still sting investors…

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CRISIL

CRISIL Warns of 50 bps Margin Squeeze for India Inc. in FY27 – Airlines, Paints and Chemicals Face Worst Hit

India Inc. is bracing for tighter profitability as CRISIL has warned of a potential 50 basis points (bps) margin squeeze in FY27, driven by rising input costs, global uncertainties, and sector-specific challenges. The report highlights that industries such as airlines, paints, and chemicals are expected to face the steepest impact, while other sectors may experience…

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Crude Oil

US-Iran Conflict and Rising Crude Oil Prices Could Cut Nifty Earnings by 4%

The escalating tensions between the United States and Iran, coupled with surging crude oil prices, are emerging as significant risks for Indian equity markets. According to Somil Mehta of Mirae Asset Sharekhan, these developments could shave off as much as 4% from Nifty earnings, raising concerns among investors and policymakers about the broader economic impact….

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