US CPI hot, Indian equity market bullish? Link samjho

US CPI data aaya aur 'hotter' nikla, jisse wahan Fed rate hike ka darr badh gaya. Dikhne mein yeh global inflation ka signal hai, par India ke liye iska direct impact oil import bill par hota hai. Abhi crude oil $90 ke neeche trade kar raha hai kyunki US-Iran peace talks ki ummeed hai. Agar yeh talks fail hote hain aur oil wapas $90+ cross karta hai, toh India ke input costs aur fuel inflation mein sharp rise aayega. Iska matlab hai ki Indian consumer goods aur pharma companies ke margins pe pressure badh sakta hai, jo unki valuation multiples ko compress kar sakta hai. Research: Consumer discretionary sector + crude oil sensitivity to input costs