We do not see any major upheaval in either direction negative or positive in the second half. Earnings are probably the most stable we have seen in the last two or three years.
Crude oil prices may surge to USD 120 per barrel soon. Extended conflict in West Asia could push prices to USD 150. Supply disruptions in
Rising oil prices and gas supply disruptions amid the Iran–Israel war have hammered OMCs, RAC makers, fertiliser producers, and airlines, while food delivery and QSR
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