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March 2026 Market Views: The Iran-Israel War, Energy Risks, and What FY2026 Told Us About Indian Markets

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In Brief: The March 2026 edition of Market Views focuses on two distinct themes. The first is the Iran-Israel war and its potential impact on global energy flows, particularly through the Strait of Hormuz, and what history suggests about how Indian equities respond to crude oil shocks. The second is a sectoral review of NSE 500 returns for FY2026, examining which sectors drove performance and which we...

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