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April 2026 Market Views: Geopolitical Shocks, Energy Prices, and Their Impact on the Indian Markets

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In Brief: The April 2026 edition of Market Views examines the impact of the ongoing Iran-Israel-US war on energy prices and its implications for India. Drawing on a parallel from the Russia-Ukraine war of 2022, Hiren Ved, Director and CIO, Alchemy Capital Management, walks through crude oil price trajectories, the historical impact on corporate EBITDA margins, sectoral performance patterns during geopolitical crises, and India's Index of Industrial Production (IIP) dat...

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