Nilaya Varma, Co-founder and Group CEO, Primus Partners, shares his view on the escalating Middle East tensions and their potential impact on global trade routes. He highlights that disruptions in the Strait of Hormuz and the Red Sea, coupled with rising geopolitical risks, could significantly affect the movement of energy and raw materials. Sectors such as automotive, pharmaceuticals, and consumer goods may face higher input costs, supply delays, and margin pressures due to extended transit routes and shipping bottlenecks.