L&T, IndiGo among 30 listed companies exposed to the Middle East. Is your portfolio at risk?
More than 30 Indian listed companies across oil marketing, infrastructure, aviation, gas, fertilisers and consumer sectors face potential exposure to escalating Middle East tensions following US-Israel strikes on Iran. From crude-linked cost pressures to export risks and subsidy burdens, analysts warn that earnings visibility may weaken if disruption persists.
Gulf War to Operation Sindoor: What India’s stock market reactions to past geopolitical risks reveal amid US-Iran conflict
Amidst the backdrop of international political unrest, Indian markets showcase an impressive ability to weather the storm. Recent analyses highlight that it is the long-term macroeconomic trends, rather than fleeting headlines, that shape market outcomes. With strong economic buffers and substantial domestic liquidity, India stands firm against external shocks.
Can Israel-Iran war help silver hit a new record high past $121 and gold over $5,595?
Renewed Middle East tensions following the Israel-Iran conflict have revived safe-haven demand for gold and silver. After a sharp correction earlier this year, both metals are regaining momentum, with analysts flagging potential breakouts above key resistance levels. Some strategists even see gold testing $10,000 over the medium term.
Oil prices steady even as US-Iran conflict continues. Is $100 still on track?
Oil prices climbed above $70 as escalating US-Iran tensions raised fears of supply disruptions through the Strait of Hormuz. Analysts warn that while momentum remains strong, resistance near $77 could trigger consolidation. Markets are weighing inflation risks and the possibility of further geopolitical escalation driving crude higher.
US Stock Market | Betting Beyond Boundaries: The growing heat on geopolitical prediction markets
Prediction markets are under renewed scrutiny in Washington after large wagers on geopolitical and military outcomes raised ethical and legal concerns. Lawmakers question whether such platforms enable profiting from nonpublic information, intensify conflicts, or undermine public interest, as regulators consider tighter oversight amid rapid growth.
US Stock Market | Dollar reasserts dominance as investors seek shelter from oil surge
The U.S. dollar rebounded sharply after strikes on Iran triggered a surge in oil prices and a global risk-off shift. A Reuters report showed the dollar index posted its strongest single-day gain in seven months, reviving confidence in the greenback’s traditional safe-haven role during externally driven geopolitical crises.
Stocks to buy in 2026 for long term: Bharti Airtel, Cummins India among 5 stocks that could give 10-20% return
We have collated a list of recommendations from top brokerage firms from ETNow and other sources:
JGB yields jump as Iran war raises inflation fears
Japanese government bond yields surged Tuesday. Fears of a prolonged war involving Iran, the US, and Israel are driving up energy prices. This is expected to accelerate global inflation. Japan, heavily reliant on energy imports, faces significant impact. Market players anticipate the Bank of Japan may raise interest rates sooner than expected to combat rising […]
The Golden Thumb Rule | A 2026-ready portfolio needs growth, defence and discipline, says Kalpen Parekh
True diversification isn’t about chasing trends but building a structured portfolio balancing growth with defence, according to DSP Mutual Fund’s MD & CEO Kalpen Parekh. He emphasizes low correlation, fair valuations, and long-term behaviour over simply owning more assets. Parekh advises against late investments in popular themes, stressing survival and steady compounding in uncertain times.
Berkshire Hathaway shares slide after earnings, CEO letter
Berkshire Hathaway shares experienced their largest drop since Warren Buffett’s CEO succession announcement, as financial results missed analyst expectations. The conglomerate’s fourth-quarter operating profit fell 30%, with significant declines in insurance businesses like Geico. New leader Greg Abel expressed caution regarding investing the company’s substantial cash stake, offering no immediate plans for buybacks or dividends.