The Fuel Crisis Isn't Over | The Spark Capital View | CIO Conversations | Episode 73

The energy crisis has moved beyond crude oil, with refining disruptions and soaring diesel and gasoline crack spreads driving fuel costs and inflation risks. In this episode of CIO Conversations on The Spark Capital View, Parameswara Iyer Krishnan, MD & CIO – Equity Asset Management at Spark Capital, examines India's ability to withstand the fuel shock, emerging risks in small and midcap stocks, and why valuations and exit liquidity deserve closer attention. The discussion also explores earnings-season expectations, corporate margins, consumer demand, and global economic risks. A timely perspective for investors navigating asset management, investment advisory, and wealth management. In this episode, you'll discover: 00:00: How the energy crisis shifted from crude oil to refined products 04:12: India's position and protection from the global fuel shock 07:05: Refining disruptions, diesel prices, and inflation risks 13:02: Why the Nifty is testing the bottom of its two-year range 14:31: Institutional losses and the stock-picking narrative 16:22: Small and midcap risks: Liquidity and price discovery 17:26: Fuel, food, and rising global capital costs 25:22: Earnings outlook: Margins, demand, and global risks #SparkCapital #TheSparkCapitalView #CIOConversations #IndianMarkets #IndianEquities #EnergyCrisis #MarketOutlook #Nifty #SmallCapStocks #MidCapStocks #MarketRisk #InvestmentStrategy #AssetManagement #Wealth