Insights

Daily Voice: Naveen Kulkarni sees growth challenges to Indian economy if Iran war gets prolonged

The volatility index serves as a crucial indicator of market stability, and a higher volatility in equity markets clearly indicates instability at the present juncture. The war in Middle East has been very tricky as it continues to escalate, said Naveen Kulkarni of Axis Securities PMS.

Daily Voice: Large caps past worst of correction; mid-, small caps face more pain, says Ametra’s Karan Aggarwal

Strait of Hormuz blockage might not last beyond month of March 2026 as blockage impact almost every Asian country and extended blockage might warrant a direct military participation from multiple players, said Karan Aggarwal.

Middle East war could trigger India earnings downgrades, GDP cuts if oil stays above $100: Chakri Lokapriya

With multiple commodities moving together right now, the cumulative inflation impulse could be larger than the headline crude number alone implies, said LGT's Chakri Lokapriya.