DSP's Anil Ghelani Warns of Earnings Impact if Oil Supply Blockade Continues

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DSP's Anil Ghelani: Oil Blockade Threatens Earnings Beyond March Quarter

Anil Ghelani is the Head of Passive Investments and Products at DSP Investment Managers

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Moneycontrol•18-03-2026, 06:50

DSP's Anil Ghelani: Oil Blockade Threatens Earnings Beyond March Quarter

•Anil Ghelani, DSP Investment Managers, warns of major negative impact on earnings if oil supply blockade persists beyond March.
•Impact on March 2026 quarter earnings is expected to be low as escalations began late in the quarter.
•Crude oil prices may stabilize below $100 despite Middle East tensions, driven by supply chain issues, not supply shortages.
•Sectors like airlines, logistics, and paints, highly sensitive to crude oil, face immediate margin pressure.
•Positive equity market movement is possible post-conflict, but unlikely to be a sharp rally; RBI unlikely to cut rates soon due to inflation risk.

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