As tensions escalate in West Asia, markets have already reacted—but have they fully priced in the real impact?

In this insightful analysis, Debashis Basu breaks down how the ongoing conflict and disruption of the Strait of Hormuz could trigger far deeper economic consequences for India than what we see today.

From rising crude prices and supply chain disruptions to hidden second- and third-order effects on food inflation, fertiliser costs, aviation, consumer goods and fiscal stability—this video explains why the real shock may still be ahead.

With India heavily dependent on energy imports through Hormuz, even a temporary disruption can set off a chain reaction across sectors, impacting inflation, growth, government finances and household spending.

Are investors underestimating the risks?

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