The Economic Times

Shelter from Spike 'n' Supply Storm: West Asia tensions test India Incs resilience to energy shocks

Escalating tensions in West Asia highlight Indias vulnerability to energy and logistics disruptions. Even without supply cuts, higher freight and insurance costs can strain margins and widen deficits. Strong balance sheets offer a cushion, but prolonged volatility could test corporate earnings, capital expenditure plans, and the broader credit cycle.