While higher oil could pressure earnings and the rupee, he argues that the impact may be less severe than feared, with India’s growth backdrop, valuations and external balances providing a buffer even as global yields and geopolitical risks remain elevated.
While higher oil could pressure earnings and the rupee, he argues that the impact may be less severe than feared, with India’s growth backdrop, valuations and external balances providing a buffer even as global yields and geopolitical risks remain elevated.
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