Our latest CIO Special report looks at the impact of crude oil prices on the Indian economy and particularly the equity markets.
While higher oil prices might put pressure on the Indian economy, from an investor’s perspective equity markets are more likely to trend higher in oil bull market regimes, buoyed up by rising foreign equity inflows.
Topics covered include:
- Impact of crude oil prices on various macroeconomic variables
- Equity-oil correlation through different oil market cycles
- Foreign portfolio investor flow perspective
- Equity outlook
To download a PDF of the full report, please click here.