Economic shocks from geopolitical conflicts often have delayed impacts on consumers due to inventory buffers and corporate absorption capacity, but these protective mechanisms are temporary and will eventually transmit price pressures to households, particularly affecting those with limited incomes who must spend more on fuel-dependent goods and services.
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⚠️ Uday Kotak Warns: The "Big Shock" is Coming to India! 📉 #ShortsAdded:
We have not seen the impact in the last 2 months of the Middle East war in terms of energy price transmission.
It's coming.
And it's coming big.
And the consumers have not felt the pressure at all. And think about a consumer with limited income having to spend more directly on fuel and indirectly on other items for fuel or dependent on fuel. It's the shock is coming. We had old inventory.
We had the ability for oil companies to take the be the shock absorber.
And it's a large amount of money.
Therefore, I don't think you're very far away from the shock unless, and this is where I don't have an answer. And I suppose none of us have an answer or probably if there is anybody else in the world who has an answer, unless Iran war stops tomorrow morning.
And we've been hoping for it from February 28th.
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