Dawn of peace in West Asia: What can be the implications for investors? (opens original article in a new tab)

With West Asia conflict ending, crude prices fell, rupee strengthened, and Indian markets may see short-term gains, though sustained rally depends on FPI inflows.

• Brent crude price dropped from $119.5 to below $81 as West Asia conflict ends
• Indian rupee appreciated from 96.96 to 94.5 against the dollar
• RBI revised FY27 GDP growth to 6.6% and inflation target to 5.1%
• Expected peace in West Asia may lead to upward GDP growth revision and lower inflation
• Indian stock markets may see short-term rally with private banks and capital goods benefiting
• Power sector, especially renewables, expected to perform well due to data center investments