Energy shocks come and go, India’s strength runs deeper

The key takeaway is not that India is insulated from global shocks, but that it is better equipped to manage them, with stress concentrated rather than systemic, buffers meaningful but finite, and policy flexibility available but requiring judicious use, writes Bhavdeep Bhatt, CEO, Northern Arc Investment Managers.By CNBCTV18March 31, 2026, 1:45:24 PM IST (Updated)India’s financial system has weathered repeated shocks over the past three decades, and each episode has left it more resilient. Today, as global energy markets turn volatile and the rupee weakens to historic lows, concerns are understandable. Brent crude nearing $102-103 per barrel and a sharply depreciating currency evoke memories of past stress episodes. But the context in 2026 is fundamentally different. India enters this cycle with stronger buffers, deeper markets, and a more adaptive financial architecture than ever before. Continue Reading with CNBC-TV18 Access MembershipPriority Access and Networking: CNBC-TV18’s flagship events Interaction with CNBC-TV18’s journalists Webinars & LIVE Q&As with India Inc. Leaders Exclusive CNBC-TV18 studio & newsroom tours Premium business insights, expert opinions & analysis Curated lifestyle privileges & offers

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