🏦 Economy / Policy
• Oil prices, despite a 13–16% drop post-ceasefire, remain elevated with Brent in the mid-90s and WTI in the high-90s, sustaining inflation and import cost pressures 🛢️⚠️
• India’s marine exports rose to ₹62,408 crore in FY25, with the government targeting ₹1 lakh crore, signalling strong sectoral momentum 🐟📈
• India–UK free trade agreement is likely to come into force from the second week of May, boosting bilateral trade prospects 🌍🤝
• The 2026 Strait of Hormuz crisis is being seen as the largest energy disruption since the 1970s, raising global stagflation risks 📊
🏢 Companies / Sectors
• Oil marketing companies face renewed pressure as US–Iran peace talks collapse, impacting refining margins and supply outlook 🛢️📉
• Consumer durables companies may see Q4 impacted by geopolitical tensions and unseasonal March rainfall, affecting demand 📊
🌍 Global / World
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