Jefferies: West Asia Crisis Heightens India's Energy Concerns, Domestic Inflows Bolster Growth

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West Asia Crisis Fuels India's Energy Worries; Domestic Inflows Cushion Growth: Jefferies

West Asia crisis fuels energy worries for India, domestic inflows cushion growth: Jefferies. File/AFP

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Firstpost•06-03-2026, 14:58

West Asia Crisis Fuels India's Energy Worries; Domestic Inflows Cushion Growth: Jefferies

•West Asia crisis, particularly involving Iran and Strait of Hormuz, poses near-term risks to India via higher energy prices.
•Brent crude rose 13% and European natural gas 55% after escalation, threatening India's 80%+ crude import dependency.
•Strong domestic capital flows (SIP ₹305bn/month, NPS $1.4bn/month) cushion India's equity markets and offset FII outflows.
•Indian economy shows cyclical acceleration with 13.6% loan growth and 18% corporate earnings growth.
•Jefferies flags AI impact on India's IT services sector as a long-term challenge, but global supply chain shifts offer opportunities.

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तनाव बढ़ने के बाद समुद्री बीमा कंपनियों ने हॉर्मुज स्ट्रेट से गुजरने वाले जहाजों को कवर देने से इनकार कर दिया. यह वही रास्ता है जिससे होकर भारत से सऊदी अरब, ईरान और संयुक्त अरब अमीरात जैसे देशों में बड़ी मात्रा में बासमती भेजा जाता है. मिडिल ईस्ट भारत के कुल बासमती निर्यात का 50% से ज्यादा हिस्सा खरीदता है. ऐसे में इस रूट पर संकट का मतलब है आधे से ज्यादा बाजार पर सीधा असर.

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