I do not see it as a very big problem for the economy. If the economy will start to grow, the leading indicator for it will be credit growth which is now going to get to about 16% which has not been the case over the last five years. So I would guess in three to five years domestic facing economy stocks be it specialty chemicals, be it pharma, be it FMCG will continue to do exceptionally well.
European shares log weekly gains as oil prices ease, Mideast tensions linger
European markets rallied as declining oil prices broke a three-week slump. Despite lingering investor caution due to geopolitical tensions in the Middle East and rising
September 26, 2026