Скачать или смотреть West Asia Crisis | Oil Shock & AI Risk: Is the Market Range Reset Lower? | Sanjeev Prasad | Business

West Asia Crisis | Oil Shock & AI Risk: Is the Market Range Reset Lower? | Sanjeev Prasad | Business

Sanjeev Prasad breaks down the real impact of escalating West Asia tensions on India’s markets and economy. While oil price spikes are concerning, the bigger threat could be supply disruption through the Strait of Hormuz. He explains why earnings downgrades may remain limited if the conflict is short-lived, but warns of structural risks from AI disruption and rising geopolitical uncertainty. With valuations still elevated, markets may need to reset expectations lower.

#stockmarketindia #oilsurge #rupee #earningsoutlook #aitrend #globalmarkets #geopolitics



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