Israel–Iran Conflict: Impact on Indian Stocks – Winners & Losers Explained
June 2025 Middle East Crisis: Sector-Wise Impact on Indian Equities June 2025 Middle East Escalation: Impact on Global & Indian Markets The recent escalation in the Middle East has sent ripples across the world economy, especially with Israel’s pre-emptive strike on Iran in June 2025, which has heightened fears of a broader regional war. 🌍 Key Global Impacts Geopolitical Tensions: Fears of wider conflict, especially around critical oil chokepoints like the Strait of Hormuz. Market Reactions: Crude oil prices surged by 12–13%, nearing $78/barrel. Gold prices hit new highs, crossing ₹1 lakh per 10g, as investors seek safe havens. US dollar and Treasuries gained strength. Shipping costs increased due to rerouted vessels around conflict zones. Inflation Risks: Higher energy prices threaten to push global inflation higher. 🇮🇳 Impact on India Oil and Cu...