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The auto sector is currently facing headwinds with recent falls in Nifty Auto due to LNG supply risks and other factors. Lower crude oil prices could provide some relief by reducing fuel costs and potentially boosting consumer demand.
The aviation sector is grappling with elevated fuel costs due to geopolitical tensions, directly impacting profitability. Airlines are passing on these costs, which could affect passenger volumes.
The Indian pharma sector is actively working to reduce its reliance on imported APIs, especially from China. This investment aligns with the government's 'Make in India' push and Production Linked Incentive (PLI) schemes for pharmaceuticals.
The agricultural sector is critical for India's economy, and timely availability of fertilisers directly impacts crop yields and food inflation. This proactive measure aims to de-risk the upcoming kharif season from geopolitical disruptions.