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[hfe_template id='11223'] [ad_1] Synopsis Crude oil prices are something which impacts the whole of the Indian economy. Right from the fiscal deficit of the government, to the profit of companies where crude is direct raw material or its derivatives part of the raw material chain, to even the individuals. Lower oil prices means stable petrol and diesel prices at pump level which means more money to spend. So, there is a bull case for the whole of India but for some this relationship with crude oil is stronger and has a bigger impact on the margins. While for others it takes time to show an impact, we take a look at ten companies where the relationship is stronger. When oil prices rise sharply, tensions in the Middle East come into picture, but when they decline sharply, then what are the factors which are pushing it down. Has the tension in the middle east come down ? The answer is No. So, there is more to what determines the oil prices. Similarly there are some companie...

[hfe_template id='11223'] [ad_1] Synopsis May 2024, everyone is rushing to buy defence stocks. On the day of election results, they were badly battered. Come July a number of them are higher than what they were on the day of the election results. Come August, they are not performing as well as they were in the first five months of 2024, The result, a narrative on the street starts that they are overpriced and to add icing on the cake, some fund managers make statements about not owning them or that they have booked profit in them. The question to be asked from these so-called alpha fund managers, some of them who run PMS, is whether they bought these defence stocks 5 years back when no one was looking at them or they bought just as they became momentum stocks. Sometimes narratives get formed on the street, which may lead to wrong decisions if one does not question them. Before you react to news / opinion / narrative and decide on buying / selling/ holding any of the def...