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Bloomberg

India Earnings at Risk as Oil Shock Hits Growth

J.P. Morgan is warning that India's corporate earnings outlook faces rising risks from higher oil prices and prolonged Middle East tensions, with potential downside for equities and the rupee. The bank says elevated energy costs could pressure margins, weaken demand and force earnings downgrades if disruptions persist. The segment explores what this means for Indian markets, valuations and policy choices as the Reserve Bank of India balances currency stability against growth concerns. Rajiv Batra, Head of Asia and Co Head of Global Emerging Markets Equity Strategy at J.P. Morgan, spoke with Haslinda Amin on Insight with Haslinda Amin.

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Bloomberg

Why JSW Steel is Boosting Capacity

An infrastructure boom is driving significant demand for steel despite escalating geopolitical tensions and rising energy supply chain costs. Jayant Acharya, Joint MD and CEO of JSW Steel, the country's largest steel producer, joined Insight with Haslinda Amin to discuss the company's capital expenditure plans and the broader economic outlook.

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Bloomberg

MobiKwik's Thin Margins, UPI Pressure and Path to Profit

MobiKwik has reported a second consecutive profitable quarter, highlighting stable payments margins despite zero fee UPI transactions and ongoing investments in new businesses. The company says this reflects a key inflection point in its growth and profitability journey. Upasana Taku, Co Founder, Executive Director and CFO of MobiKwik, talked more about her outlook for the company on Bloomberg's Insight with Haslinda Amin.

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