Santanu (Shantanu) Sengupta
Managing Director and Chief India Economist at Goldman Sachs, providing macroeconomic analysis and forecasts on oil prices, inflation, and growth for India.
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Mar 26, 2026 • 14min
Iran War: India’s Macros Under Strain
Santanu Sengupta, MD and Chief India Economist at Goldman Sachs, offers concise macro analysis. He explains why Middle East oil shocks hit India harder. He highlights which exports and remittances will shift. He outlines risks to gas, fertilizers and food inflation. He describes fiscal cushions, crude sourcing shifts, and likely central bank rate moves.
