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Hi, Ganesh Rao wrote from London. This week, the Israeli-Iran conflict reminds India’s vulnerability and opportunities for the crisis.
The Brahmos missile system of the Indian Army participates in the road on the road in 2025 in 2025, on January 2025, 2025 on the road in 2025.
Raj K Raj | Hindustan Times | Getty pictures
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The great story
The Indian economy looked down from one ravine over the past week.
Geopolitical tensions in the Middle East could beat the country. Instead, India found a catalyst for beef in the Defense sector in the Israel-Iran war.
Two Middle Eastern countries agreed with the ceasefire On Wednesday, US President Donald Trump reported after a bombing campaign Iran destroyed nuclear ambitions. Oil prices rejected the short-term income by removing India from the sediment. However, the episode stressed the weakness of many India’s weaknesses.
India is no longer receiving Iranian oil, but 40% of its overall crude imports are still in transit the narrow water path of the Strait of Hormuz The world’s most important oil pieces. Any disorder would mean a heavy economic fall for the country.
For a $ 10 dollar increase in summary prices, India’s consumption price inflation can be reduced to 30 main points for the analysis of SBI research.
Madan Sabnavis, a major economist of the bank in the bank in India, which is the bank’s chief economist, warning, 10% price increase in price from a barrel above a barrel above a barrel above a barrel.
The conflict also places a close spot between the new Delhi investments in Iran – especially the port of Chabahar Managed by Indian companies – And deep and growing defense connection with Israel.
India is the only largest recipient of Israeli arms, which make up 34% of defense exports March 2024 sheet Stockholm by the International Peace Research Institute. Israel makes up 13% of India.
The end of India’s last “Operation Sindoor“Against Pakistan, was launched later Jammu and Kashmir’de April Battle AttackInvestment Bank reveals the depth of this dependence on the import of weapons in Jefferies. Operation, Heron control drones, Spyder and Barak-8, used the old Russian gear and new Israeli equipment, including superficial-air missile systems.
After the occupation of Russia to Ukraine, India, historically, historically, the supplier of weapons found that Moscow was invalid. Russian defense production capacity, which has caused significant delays for the Indian military modernization program, Moscow’s needs to its needs.
Analysts, which are still bad, turned out to be “sub-investigation” in Ukraine, such as T-90s tanks, a staple of the Indian army.
To direct the internal defense
India, of course, would not want to make another delay in weapons procurement, and the Iran-Israeli conflict continued to drag.
This created an urgent need for India’s Pivot. However, if the transition is not decades, 90% of the Armored vehicles and 70% of warplanes were Russian origin for investigations from Bernstein.
“I think that definitely will increase the desire to increase the defense spending of all countries in Russian-Russian occupation and confidence,” he said. The company has the second largest division of the market fund.
“Middle Eastern confuses will undoubtedly increase the solution of people’s solutions and increase their commitment to increased defense budgets,” he said.
Get out of the crisis
Outside of this crisis, the India has found an opportunity to develop the internal defense industry.
Analysts in JPMorgan, the latest geopolitical conflicts have set the “key point for the main recognition of the waist to recognize the capacity of the waist,” relates to the state Bharat Electronics. This year, the stock has been up to 38%.
“The resistant flow of orders, both geopolitical risks in both India and the world, and strong medium-term growth prospects …
The most material sign of this Pivot “Project Kusha” is an alternative to the Homegrowner’s Homegrowner, the Russian S-400 airstrike system. “After this program is summarized by contracts, the company is expected to significantly contribute to the long-term order book,” he said JPMorgan’s Tiwari.
India is unlikely to be a single customer for those companies. New Delhi also aims to produce defense as an export industry. According to Jefferies, it aims to increase exports for about $ 6 billion in the year by 2030.
– CNBC’s Michael Bloom helped to report.
The best TV selection in CNBC
ANZ, Dhiraj Nim reduces the risks of global oil prices for rupture, Azerbaijan and Israel have helped improve a ceasefire between Iran and Israel.
Frederic Neumann, HSBC and Tim Seymour, CIO, Seymour Asset management, See SEE, in Seymour Asset Manager, Korea, India, Vietnam.
You should know
India will produce $ 100 billion in technological company. According to the General Director of the procession, one of the world’s largest technological investors. Proseus has invested Buzziest technological firms in IndiaFor example, payments service pay and e-commerce company Meesho.
Mixed picture for the economy of India. India’s reserve bank noted that the factories and services were healthy, but City demand sled sharply.
Capital injection for air India. 24-25 during the financial year of India, Tata Sons and Singapore Airlines 9.588 crore is pumped with Indian Rupee ($ 1.1 million) in the airline. The weather is engaged in India a Tragic air accident on June 12.
– Yeo Boon Ping
What happened in the markets?
This Oily 50 He scored 25549 in 2025. Investors fled to the capital after facilitating tensions in the Middle East. The index has been added more than 2% since last week and has already earned more than 7%.
The assessment has risen to a low level with 3 main points compared to the previous week of the 10-year-old Indian government.
What happens next week?
June 30: India in May
July 1: Industrial Gas Manufacturer Ellenbarrie Industrial Gases IPO, Construction Agency Globe Civil Projects IPO, India produces PMI in June
July 2: Credit provider HDB Financial Services IPO
July 3: Indian services in June PMI
