Who wins from cheaper oil? These sectors could see the biggest earnings surprise (opens original article in a new tab)

The end of the West Asia conflict is expected to lower oil prices, benefiting sectors like aviation, refining, and consumer goods through reduced costs and improved earnings prospects.

• The end of the war in West Asia is expected to lower oil prices, benefiting crude-sensitive sectors like aviation, refining, and consumer goods.
• Brent crude prices dropped from $138 to $83, with analysts predicting potential earnings upgrades if prices remain between $75-85 per barrel.
• Sectors such as aviation, commercial vehicles, and oil marketing companies (OMCs) are highlighted as key beneficiaries due to reduced fuel costs and improved margins.