Morning Brief Podcast: Markets May Be Misreading This War: UBS’ Chief Strategist

The deepening geopolitical conflict in the Middle East confronts markets with a structural shock much greater than recent crises. Host and ET markets editor Nishanth Vasudevan speaks to UBS Investment Bank Chief Strategist Bhanu Baweja, who warns that investors may be underestimating the extent of the disruption, especially in oil, where potential supply losses dwarf the Russia-Ukraine impact. While markets remain committed to the “short shock” scenario, the risk of long-term volatility looms large…Read moreto. More importantly, it signals a cascading threat where the oil shock turns into a liquidity crisis, eventually disrupting AI-driven growth. The real vulnerability for India lies not in foreign flows but in the resilience of domestic investors. You can follow our presenter Nishanth Vasudevan on his social media accounts: Linkedin and Twitter. Check out other interesting episodes like: How Will a Volatile ₹ Affect You in 2026, How Fast Trading Is Triggering Health Crisis for Generation Z, Indian Labor Code Reboot, Viral in Valuation: Building Women’s Cricket as a Brand and many more. Watch the latest episode of ‘Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.…Read Less