JP Morgan says the recent drop in global oil demand is being driven more by rising supply disruptions than by sub-$100 oil prices. The bank describes this as a “forced demand loss,” meaning demand is slipping because markets can’t reliably get supply, rather than because consumers are cutting usage due to high costs.
Nomura expects India’s growth to slow in the first half of FY27 as supply disruptions weigh on activity, even as demand remains resilient. The economy is forecast to recover in the latter half, leading to 6.8% full-year growth. Supportive policies and easing trade tensions are tailwinds, but the Iran conflict is flagged as a key risk.
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