The immediate beneficiaries of the US-Iran peace deal and lower crude oil prices are likely to be OMCs, transportation companies, cement manufacturers, select banks and NBFCs, and companies with significant exposure to Middle East infrastructure projects.
A US-Iran peace deal is anticipated to reduce crude oil prices, benefiting various sectors. Oil Marketing Companies, transportation firms, and cement manufacturers are expected to gain. Additionally, select banks, NBFCs, and companies involved in Middle East infrastructure…
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