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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