Commodities · India macro
India Oil-Shock Pass-Through
Hormuz oil shock through India's current account, INR risk, and crude-sensitive sectors.
I am Vikram Bahure, currently an Economist at Public First in London, working on quantitative economic analysis and scenario modelling for global technology and policy clients.
This site is a public research portfolio on cross-asset macro: rates, FX, commodities, equity-index volatility, and how macro shocks transmit into asset prices. The work starts with an economic mechanism and ends in a testable, tradeable hypothesis.
Full profile →Hormuz oil shock through India's current account, INR risk, and crude-sensitive sectors.
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Read the full piece →A cross-asset view of how a Hormuz-driven oil shock transmits into India's current account, INR risk, and crude-sensitive downstream sectors.
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