Global → India Impact Assessment
Weighted multi-agent consensus
Propagation Pathways (validated against current data)
• Crude ↑ → Aviation / Paint / Chemicals / Logistics margin pressure; upstream energy benefits
• USD/INR ↑ → IT & Pharma export FX gain; importers face cost pressure
• US 10Y ↑ → rate-sensitive (Realty/Utilities) & FII-flow pressure
• S&P 500 ↓ → NIFTY correlation risk-off
Confidence is reduced where the current market move contradicts the assumed direction. Relationships are validated, not assumed fixed.