Skip to playerSkip to main content
Jefferies believes the Israel-Iran conflict could create a short-term buying opportunity for investors, but warns that a prolonged disruption in the Strait of Hormuz may trigger a sharp spike in crude oil prices. With India heavily dependent on Middle East oil, exports and remittances, sectors like aviation and OMCs face risks, while defence and select exporters could benefit if geopolitical tensions remain elevated.

#Jefferies #IsraelIranConflict #OilPrices #StraitOfHormuz #IndianEconomy #StockMarketIndia #CrudeOil #MiddleEastTensions #DefenceStocks #MarketOpportunity

Also Read

Alert For Dividend Watchers! Navratna PSU BEL Declares Interim Dividend For FY26; Check Record Date Here :: https://www.goodreturns.in/news/alert-for-dividend-watchers-navratna-psu-bel-declares-interim-dividend-for-fy26-check-record-date-1493081.html?ref=DMDesc

BEL Shares in Green After Safran Electronics JV Approval; Defence PSU Stock Trades 81% Above 52-Week Low :: https://www.goodreturns.in/news/bel-shares-in-green-after-safran-electronics-jv-approval-defence-psu-stock-trades-81-above-52-week-l-1489625.html?ref=DMDesc

BEL Shares Today in Focus as Defence PSU Bags Rs. 776 Cr Orders; Stock UP 32% In 2025 :: https://www.goodreturns.in/news/bel-shares-today-in-focus-as-bharat-electronics-bags-rs-776-cr-defence-orders-stock-up-32-in-2025-1476399.html?ref=DMDesc



~HT.178~PR.474~ED.546~GR.122~

Category

🗞
News
Transcript
00:01foreign
00:09kya israel iran tkrav bharat ke liye khatrha hai ya bada nivesh ka moka
00:14agar straight of hormuz band ho gaya hai to teal ki qi mati kya asman chun sakti hai
00:19mehngai bada sakti hai or bazaar hil sakti hai
00:22lekin kya isi dharmay chupa hua hai kamaai ka bada moka
00:26is poora scenario ko lye karke global brokerage jeffries kya sloch raha
00:30aur kya salah dhe raha chaliyo sama chnye ki koosho shush karate
00:32hallo and welcome aap dhek rhae in good returns
00:34may hao aapke saath arnema tawwedi
00:36middle east me israel or iran ke bici
00:38bathe tanaf ke bici global brokerage farm
00:41jeffries ne kaha ki bazaar mein aai ghabrahaat
00:44lambi nahi bhi chal sakti
00:46yani long term war ta scenario jeffries nahi dhek raha
00:49unka manna hai ki agar halat jaldi shant ho gaya
00:53to share bazaar mein aai yaya girawaj investors ke liye
00:56nivishiko ke liye
00:57kharidari ka moka ban sakti hai
00:59yani ki dips me achi kharidari a sakti hai
01:02lekin sabse bada khatra kacchya tel ki qimtos se abhi bhi hai
01:06khas kar agar straight of hormones me
01:08lamba viphaan hota hai
01:10lamba disruption hota hai
01:11bharat ki middle east per nirbharata kaffi zyada hai
01:13bharat ka kul niriyat ka qarib 17% hissah
01:17ish shetra mein jata hai
01:19ndesh ki lagbag 55% kacchya tel ki zarurat
01:22aur 38% remittance bhi yahin se aate hai
01:25vithwaj 2014 mein middle east mein
01:27kama karne wale bharatiyo nne
01:29qarib 45 arp dollar bharat ko bheja thai
01:31joh full remittance ka lagbag
01:32two-fifth hissah thai
01:34yani dho-patchwa hissah
01:36siddhe tawar par iran se bharat ka vya par
01:39zyada nahi hai
01:39lekin pura shetra mein tanaaf bhandle se
01:42trade, tourism, or energy supply
01:45par asat patsakta hai
01:46straight of hormones
01:47dunya ke liye eek bhehad ehem
01:50samudhi raastah
01:50dunya ke kariib 20% kacchya tel
01:53aur lng ki supply
01:55isi raastah se bhozarti
01:56kuwait, qatar, aur bheharin
01:58puri tarha isi par netbar hai
02:00chabkis saudi arab ke kariib
02:0160% tel niriyat
02:03aur iran ka zyada tar niriyat
02:05isi mark se hokta hai
02:06ab anumaniya ki
02:0710-13 million barrel
02:09rozana tel supply
02:10yani global marka
02:1210-13%
02:13prubhawit ho saktta hai
02:15sathhi kariib 15%
02:17vashuk lng supply
02:18par bhi asar padega
02:19bharat ko rozana
02:202.5-2.7 million barrel
02:23kacchya tel
02:24yani uski
02:25zarurat ka
02:2650-60%
02:27isi raastah se milta hai
02:29bharat ki lagbag
02:30aadhi lng bhi
02:31isi raastah se aati hai
02:32agar tel
02:3380 dollar
02:33pretty barrel
03:02se oopar
03:04yaya phir tanaaf
03:04bhajnye se international
03:05tourism
03:06kam ho saktta hai
03:07indigo ki 35-40%
03:09hindi asar padi
03:10antarashiyya udan shanta
03:11middle east
03:11juri hoi hai
03:12joseki kul shanta
03:13ka 10-12%
03:14hai
03:15tel mehengah
03:16hunne se
03:16etf mehengah
03:17ho jayega
03:18yani air fuel
03:18mehengah
03:19ho jayega
03:19and the company
03:20and the company
03:20and the company
03:22and the travel
03:23agencies
03:23bhi
03:24bharat
03:24ho sakti
03:24hotel sector
03:26videshi
03:27videshi
03:27fariyatak
03:27jose
03:28videshi
03:29tourist
03:29hain
03:29unki
03:30sankhya
03:30ghat
03:30sakti
03:31hai
03:31yani
03:31tourism
03:32and hotel
03:33industry
03:34per
03:34gaba
03:34city gas
03:35companies
03:35foreign
03:45foreign
03:47foreign
04:17foreign
04:23foreign
04:24foreign
04:24foreign
Comments

Recommended