Puneet Wadhwa

Equity, by its nature, Rashesh Shah, CMD, Edelweiss Financial Services believes, is not a one- or two-year asset class, it represents ownership in businesses that compound over a decade.

Here's how leading brokerages have interpreted the recent developments in West Asia and their likely impact on stock markets and crude oil prices.

Markets had discounted the bad news with select pockets seeing a dip of over 15 per cent, which have recovered partially now, Arora of Helios Capital said.

If crude spikes to $150/bbl for a quarter, we see FY27 (GDP) growth at around 5.7 per cent, CPI inflation breaching 6 per cent and the CAD widening to around 3 per cent of GDP, Morgan Stanley said.

The total above ground stock of gold is large in both physical and financial terms: almost 220,000 tonnes of gold have been mined ever, WGC estimates, valued at nearly $31 trillion at the end of 2025.

Beyond $90/bbl is when the decline steepens and things worsen as inflation starts eating into savings, impacting spend that gets especially bad for consumer sectors, Bernstein said in a recent note.

One of the most important factors that will determine market's trajectory in the weeks ahead, according to analysts, remains crude oil prices.

Vedanta and Adani group are involved in an intense battle to acquire assets of insolvent Jaiprakash Associates. Technically, Vedanta stock seems to be favourably placed on charts, says Bonanza analyst

Data shows that FDs beat stock market returns in FY26. Analysts, however, expect equities to outperform most asset classes in FY27 despite the ongoing geopolitical conflict in West Asia.

Retail fuel price hike is unavoidable with crude above $110/bbl, suggest analysts at Elara Capital. At $125 crude, even after the excise cut, the retail price needs to rise by Rs 8-14/liter, they add.

Earlier in FY20, the benchmark Sensex tanked 23.8 per cent due to the outbreak of the Covid-19 pandemic, while the Nifty 50 crashed 26.03 per cent.

Here's how leading analysts expect FY27 to play out for different asset classes and suggest an ideal investing strategy.

After a five-day pause until Friday, US President Donald Trump announced that he is delaying planned strikes on Iran's power plants at Tehran's request, signaling a temporary easing of tensions

Analysts have revised their forecasts for oil & gas prices for the remaining part of 2026 as developments in West Asia continue to unfold.

For FII's, the favored markets over last two years have been countries that were beneficiaries of new age tech and artificial intelligence (AI), he said.

Analysts believe a lot now depends on what Trump does after the 5-day ceasefire and how crude oil prices, bond yields play out.

Backed by SIPs, domestic investors brought relief with ₹1.13 trn investment

The prevailing valuations of Nifty of 17.5x one-year forward earnings are reasonable and have room for some rerating apart from returns driven by nearly 12 per cent earnings CAGR over the medium-term.

India's domestic production supplies about 41 per cent of the country's LPG demand, while the remaining volumes are imported

If the current geopolitical situation persists that results in supply chain disruptions and firm commodity prices, CLSA expects 30-40 per cent cuts to auto sector's FY27 earnings.