Oil Prices, AI Boom & Indian Markets | Netra | March 2026 | Sahil Kapoor | DSP Mutual Fund
"the underlying fundamentals of crude oil are bearish not bullish" - Sahil Kapoor [00:04:47]
"the current oil problem is a supply chain issue not a supply issue as of now" - Sahil Kapoor [00:11:25]
"all the capex which is being done for AI does not come from the AI business it comes from the legacy business of hyperscalers" - []
References
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