New Delhi, April 7 (IANS) FMCG companies should adopt contingency‑led supply‑chain planning, portfolio consolidation and revenue growth management to counter risks to India’s consumer products and retail industry from the US–Iran war, a report said on Tuesday.The report from EY India also urged sharper resource allocation, localisation, and backward integration across value chains.Sectors most exposed to oil, petrochemicals and global shipping—edible oils, textiles, paints, packaged fo…
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New Delhi, March 9 (IANS) A sustained rise in crude oil prices due to the US-Iran war will benefit upstream oil exploration companies, energy infrastructure companies and select refineries while pressuring oil‑sensitive sectors such as aviation, paints, tyres, chemicals and logistics, a report said on Monday.Apart from these sectors, the report from Axis Securities recommended overweight positions also in defence and infrastructure, adding that stocks in less oil-sensitive sectors such as bank…
Mumbai, March 1 (IANS) Escalating tensions between Israel and Iran are expected to weigh on Indian markets in the near term, mainly driven by a rise in energy prices, analysts said on Sunday.Analysts said that oil marketing companies, aviation, paints, autos, consumer discretionary and logistics could face pressure due to the tension in the Middle East.The immediate market reaction is likely to be negative as investors assess whether the flare‑up will become a prolonged conflict or remain a sh…