The fund house noted that the geopolitical crisis in the Middle East had entered its eighth month and resulted in severe disruptions to global commodity supplies, with Brent crude rising above $100 a barrel.
India’s crude oil imports rose to a 2026-high of 5.26 million barrels per day in September as Gulf supplies surged, with Iraq becoming the country’s second-largest supplier after Russia. Increased flows through the Strait of Hormuz have offered Indian refiner…

The benchmark indices continued their downward slide in afternoon trade, as rising oil prices, elevated US Treasury yields and losses across European and Asian markets weighed on domestic equities. Investors also tracked key regulatory and market developments…
Saudi Arabia has sold almost 100 million barrels of crude to Asian buyers, including refiners in India and China, helping ease supply concerns as the Iran war disrupts regional oil flows. The sales come as Iranian crude supplies dry up, Russian oil faces poli…
Indian government bonds experienced a decline following increases in U.S. Treasury yields and oil prices. The benchmark 6.94% 2036 bond yield rose to its highest level since September. Higher oil prices intensified inflation worries ahead of the Reserve Bank …
Private fuel retailers have started limiting diesel sales at their pumps due to rising crude prices. Several Jio-BP outlets have imposed caps on diesel sales per customer and daily limits. Nayara Energy outlets have similarly enforced restrictions for transac…
Gold may rise to test the resistance zone of $4520-$4535. However, oil prices rising further will pose a downside risk to this possibility.
Rising oil prices necessitate energy supply diversification and alternate fuel adoption. India is urging the auto industry for flexi-fuel vehicle timelines and promoting ethanol blending. Exploring iso-butanol and methanol blending offers further emission r…
Rising oil prices necessitate energy supply diversification and alternate fuel adoption. India is urging the auto industry for flexi-fuel vehicle timelines and promoting ethanol blending. Exploring iso-butanol and methanol blending offers further emission r…
Analysts believe the bullion rose as the US Fed rate hike is largely discounted by the market. Meanwhile, a fall in oil prices for the third straight day softened inflation concerns.

Markets remained under significant pressure during the last week, with the Nifty-50 extending its weekly losing streak to five consecutive weeks, as escalating tensions in West Asia triggered a sharp rise in crude oil prices
The US Fed interest rate decision, domestic inflation data, crude oil prices and development in West Asia would be the major drivers for stock market movement in a holiday-shortened week ahead, analysts said. Equity markets would remain closed on Monday for G…
BRICS leaders meet in India as wars and US tensions test the blocAP News As Oil Prices Rise, BRICS Leaders Have What U.S. Doesn’t: Iran at the TableThe New York Times BRICS meets in India: What’s on the agenda, why it mattersAl Jazeera Trump shadow looms larg…
Trump shadow looms large over Brics as Modi hosts Putin and Xi in DelhiBBC As Oil Prices Rise, BRICS Leaders Have What U.S. Doesn’t: Iran at the TableThe New York Times BRICS meets in India: What’s on the agenda, why it mattersaljazeera.com India hosts BRICS …

The cost of moving oil around the world is exploding as the Iran war forces tankers onto longer routes.
India's next stock-market winners? PL Wealth picks banks, capex and consumption

War in Iran has tightened global fuel markets and boosted refiner profits, according to a report by Tsvetana Paraskova of OilPrice.com. The conflict has left markets for gasoline, diesel, and jet fuel tighter than markets for crude, as reduced refining throug…
Indian government bonds declined early Friday, reversing some weekly gains. Higher oil prices and global rate fears impacted investor sentiment before a large debt sale. New Delhi plans to raise 320 billion rupees through bond auctions later today. The benchm…
The rupee appeared on track to open weaker around 95.35-95.40 per dollar, but central bank intervention right around the time the local spot market opened at 9:00 am IST helped shore up the currency

GIFT Nifty futures were at 24,653 points, as of 7:50 am, indicating a muted start for the Nifty 50, which closed at 24,636 on Thursday.


Indian state-held refiners are considering buying Iranian crude oil if the United States extends the waiver on Iran’s oil sales beyond August or further eases restrictions on that trade. As part of the 14-point memorandum of understanding with Iran, the Unite…

The Indo-Pacific region is becoming a central energy hub as the US shifts focus from West Asian oil due to ongoing regional tensions and fluctuating prices. Countries such as India, Japan and South Korea are now turning to suppliers in the Western Hemisphere,…