New Delhi, April 19 -- India's economy and consumption-linked sectors are currently positioned at a complex intersection of global geopolitical uncertainty and domestic structural resilience. The long-term outlook remains positive, supported by improving macro stability and an anticipated earnings recovery into FY27. But near-term volatility is driven by developments in West Asia, crude & derived prices, and shifting global capital flows. An emerging risk is the intensifying heatwave, with temperatures crossing 40degC across several states, coupled with a forecast of a below-normal monsoon. This could elevate risks to inflation (food and non-food), energy demand and prices, and labour wages, adding another layer of near-term uncertainty....