Investing Advice

Daily Voice: DSP's Anil Ghelani flags earnings hit if oil supply blockade persists

Once the immediate US-Israel-Iran conflict cools down, a positive move in equity markets is surely possible, but it might not be a “sharp” rally, said DSP's Anil Ghelani.

Daily Voice: Deeper market drops improbable without ongoing global energy disruptions, says Anil Rego

If oil prices remain closer to current levels rather than sustaining above $100, the direct impact on March quarter earnings is likely to remain limited for most sectors, said Anil Rego of Right Horizons PMS.

Daily Voice: Middle East tensions may keep foreign investors cautious on India in near term, says Karthick Jonagadla

Karthick Jonagadla doesn't think oil supply concerns fade quickly from here. Traffic through the Strait of Hormuz is still badly disrupted.

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.

Moneycontrol Buzz