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The Economic Times
The Economic Times
Business
Nandini Sanyal

Asia's industrial supercycle is outpacing the West Asia oil shock: Chetan Ahya, Morgan Stanley

Morgan Stanley Asia Oil United States West Asia China India

Chetan Ahya of Morgan Stanley says a China-driven supply realignment and a powerful capex boom are cushioning Asia from energy price shocks, but India faces a distinct capital outflow problem that needs urgent fixes.

The supply shock that didn't shock

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