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West Asia crisis could hit India hard says Kotak warning as Nifty earnings still look resilient
Economy
Published on 24 April 2026
Two scenarios range from lingering pain to worse
India’s markets are reacting to West Asia developments, and Kotak Institutional Equities’ Sanjeev Prasad warns of potentially severe macro fallout. He outlines two paths: a “bad” outcome with lingering pain, and an “ugly” one if conflict drags on. While Nifty 50 earnings may stay resilient due to insulated sectors, economically sensitive companies face sharper risk.
- Kotak’s Sanjeev Prasad flags major macro risks from the West Asia crisis
- Two scenarios are outlined: lingering pain versus prolonged, worse impact
- Nifty 50 earnings could hold up thanks to sector insulation
- Longer conflict threatens economically sensitive companies most
Read the full story at The Economic Times
This summarization was done by Beige for a story published on 
The Economic Times