ASIANPAINT
0 deep-dives · 8 policy notes
What has moved ASIANPAINT
8 dated calls from the policy coverage · 1 positive · 6 negative · 1 watch
- Negative2026-10-12inferred
Crude derivatives are the primary input cost for paints and tyres
Policy Pulse - Global Spillover - 12 Oct 2026 - Watch2026-10-09
Lower oil feeds through to paint and tyre inputs, but the offsetting RBI tightening keeps the net read neutral for the rate-sensitive consumer names
Policy Pulse - Global Spillover - 09 Oct 2026 - Negative2026-10-08inferred
Crude derivatives are the primary input cost for paints and tyres
Policy Pulse - Global Spillover - 08 Oct 2026 - Negative2026-10-07
Crude derivatives plus a weak rupee on imported inputs
Policy Pulse - Global Spillover - 07 Oct 2026 - Negative2026-10-07
Weak rupee plus crude above USD 100 is a double input-cost hit for import-linked manufacturers
Policy Pulse - Global Spillover - 07 Oct 2026 - Positive2026-10-06
Crude derivatives are the primary raw-material input for paints and tyres
Policy Pulse - Global - 06 Oct 2026 - Negative2026-09-15
Crude-linked input costs and a weak rupee with no pricing power in a soft demand environment
Policy Pulse - Ministries/Regulators - 15 Sep 2026 - Negative2026-09-10
Crude derivatives are the raw-material base for the paint complex
Policy Pulse - Global Spillover - 10 Sep 2026
Mentioned in Policy Pulse
Policy Pulse - Global Spillover - 09 Oct 2026
Brent slipped to about USD 103 after Trump ruled out an Iran strike before the November 3 midterms, negative for XOM and CVX and positive for airlines and Indian oil marketers; a strong 30-year auction pulled the US long end back from a 24-year high; and the US-China 30-for-30 tariff lists named toys and appliances and medical devices, with the truce extended to January 10, 2027.
Policy Pulse - Global Spillover - 08 Oct 2026
Brent rose 4.25 percent to USD 104.5 after Axios reported the Pentagon has been told to prepare for a possible resumption of major combat operations in Iran and Tropical Storm Isaias shut in a quarter of Gulf of Mexico output, positive for XOM, CVX and ONGC and negative for DAL, IOC and BPCL; hawkish September FOMC minutes kept the 10-year near 5.28 percent and the 30-year at 2002 levels, and India joined the US-led 15-country excess-capacity initiative while a Section 301 investigation into India's own industrial policies remains live.
Policy Pulse - Global Spillover - 07 Oct 2026
The EIA raised its 2026 Brent forecast 8 percent to about USD 98 and lifted Q4 2026 to USD 105 with 4.5 million barrels per day still shut in, positive for XOM, CVX and ONGC and negative for DAL, UAL and Indian refiners IOC and BPCL. The 30-year Treasury yield held near its highest since 2002 with the September FOMC minutes due tonight and CME pricing an October hike near 20 percent, while French OAT yields kept rising and the euro sat near a 17-month low. Spot gold above USD 4,167 with the rupee at a five-month low of 97.03 is a translation positive for TCS and INFY and an input-cost negative for TITAN and MRF.
Policy Pulse - Global - 06 Oct 2026
Brent fell back below USD 100 to USD 98.33 as Hormuz transits and the Saudi East-West pipeline recovered and the G7's 100-million-barrel release began flowing - a cost tailwind for IOC, BPCL and INDIGO and a headwind for ONGC and XOM. The S&P 500 and Nasdaq printed new records on Tuesday as the 10-year Treasury eased to 5.26% from a 19-year high of 5.35%, the euro hit a 17-month low on French fiscal stress, and BMI Research raised its Q4 2026 Brent forecast to USD 107 a barrel while Kenanga went to USD 91 for 2026.
Policy Pulse - Ministries & Regulators - 06 Oct 2026
The Ministry of Defence signed a Rs 661.50 crore BrahMos fire-control and launcher contract for Indian Navy ships at a minimum 68% indigenous content - BEL and LT are the inferred beneficiaries because PIB names no listed company. The RBI decides rates tomorrow with a 25 basis point hike to 5.50% near-fully priced, the 57th GST Council was rescheduled for a second time to October 8, and SEBI is reported to be partly reversing the Closing Auction Session for derivatives settlement, a positive for BSE, ANGELONE and MOTILALOFS. Trent's 23% Q2 revenue beat drove a 12.6% surge to a Rs 1.5 trillion market cap while Coal India and Tech Mahindra led the day's losses as the Sensex closed 685 points higher at 73,067.81.
Policy Pulse - Ministries/Regulators - 15 Sep 2026
The RBI rejected Tata Sons' CIC surrender on September 11, putting the Rs 2.01 lakh crore holding company on a mandatory listing path - a generational fee event for BSE, ANGELONE and MOTILALOFS. August CPI hit an 8-month high of 4.82% and WPI 9.92% (IOC, BPCL, HINDPETRO pressure) while NHAI debarred PNCINFRA for three years, sending it down 20%.
Policy Pulse - Global Spillover - 10 Sep 2026
ECB hikes 25bp to a 2.50% deposit rate, its second hike of 2026, blaming Middle East energy costs. Brent holds above USD 100-102 after the US sank five Iranian tankers and Iran struck 10 vessels, with Hormuz flows below 2 mbpd. Buy energy (XOM, CVX, OXY, VLO), sell airlines (DAL, UAL) and India's OMCs (IOC, BPCL, HINDPETRO); ONGC benefits.
Policy Pulse — Global — 03 Aug 2026
US-Iran de-escalation crashes crude 6%. India rallies: refiners (BPCL, HPCL, IOC), airlines (INDIGO), gas pure. US energy sells off (XOM, CVX); airlines gain.