Rabobank International

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

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

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

Going ahead, analysts expect natural gas prices to stay elevated in the backdrop of developments in West Asia. In March alone, prices of natural gas have climbed 16 per cent to $3.277/MMBtu

Tensions in West Asia, if sustained, could test the goldilocks mix of robust growth and stable inflation, Nomura said in a recent note.

On the flip side, a deal between the US and Iran coupled with the excess global supply/capacity could see limit the upside after a volatile phase, analysts said.

The attacks, according to analysts at Rabobank International, expose wider risks to crude and natural gas supplies from the region despite the initial quick reversal of price gains for both markets

Serentica Renewables on Thursday said it has secured USD 100 million in debt financing from global financial institutions Rabobank and Socit Gnrale to support the development of a 300 MW solar power project in Rajasthan. Serentica Renewables, a leading Commercial & Industrial (C&I) focused renewable energy company in India, has announced the financial close of its second External Commercial Borrowing (ECB) financing, according to a company statement. This strategic project has been designed to supply green energy to Bharat Aluminium Company Limited (BALCO), one of India's leading aluminum producers and a subsidiary of the Vedanta Group, marking another significant step in decarbonising India's industrial sector, it stated. Akshay Hiranandani, CEO of Serentica Renewables, said, "It's a crucial step in our mission to provide reliable, clean energy solutions that empower industrial giants like BALCO to decarbonise, driving a greener and more sustainable future for the nation. "We

The emergence of an almost-as-good AI utility created at much lower cost that also uses much less energy has set the proverbial cat amongst the pigeons.

RBI's MPC has sounded caution on sticky food inflation, Goldman Sachs says, owing to supply-side disruptions due to the ongoing hot weather conditions in many parts of India

As regards rate cuts, analysts expect the global central banks, especially in Asia, to follow the Fed in rate cutting cycle

After witnessing sustained moderation, cost push pressures faced by firms, the RBI said, are showing upward bias

Others, too, believe that $100 a barrel could become a reality

The Dutch Rabobank warned that after impressive recovery growth rates in 2021 and 2022, the economy in the Netherlands is expected to witness slower growth in the next two years

The latest consumer inflation (CPI) print in the US for June came in at 9.1 per cent - the highest reading since 1981, and surpassed most analysts' expectations, who had pegged this at 8.8 per cent

While the general consensus is of 6-7 rate hikes this year by the US Fed, there are some who expect lower rate hikes and a slowdown in the economy

The accommodative RBI policy, combined with fiscal stimulus and (further) increase in energy commodities, particularly oil, increases the odds of high inflation, say Lambregts and Eijkelenburg

While most analysts see monetary policy normalisation across the world in 2022, rate trajectories are likely to diverge across geographies, they said

If India is unable to slow the number of infections, additional lockdown measures might be required, which analysts at Rabobank International say would negatively impact the supply side of the economy

We expect both core, but particularly headline inflation, to rise during 2021, yet this should be a temporary move only, say Rabobank economists