- Indian markets poised for a 750-point rise as Iran war fears ease and global cues support
- Expert Ajay Bagga says Iran may offset losses with oil reserves, reducing energy shock fears
- James Dorsey warns ceasefire durability is uncertain as Israel has violated past ceasefires
Indian markets are set for a strong start on Wednesday, with Gift Nifty signalling a 750‑point jump, as investors react to cooling Iran war fears and supportive global cues. However, experts speaking to NDTV Profit cautioned that while the immediate battle may have paused, broader uncertainties remain.
Market expert Ajay Bagga told NDTV Profit that the risk premium around the Iran conflict is beginning to ease. He said Iran is likely to compensate for losses using its oil reserves and is arguably “better off now despite the damage,” reducing fears of an acute energy shock. Bagga added that pressure from former US President Donald Trump on Israel could be critical in pushing the conflict toward a pause. He maintained that amid sharp market swings, Systematic Investment Plans (SIPs) remain the safest way for investors to stay invested.
ALSO READ: Iran And US Agree To Temporary Ceasefire As Donald Trump Calls Off Strikes
Middle East analyst James Dorsey struck a more cautious note on the durability of the ceasefire. “It would be difficult for Donald Trump to restart the war, but the ceasefire's future is far from certain,” Dorsey told NDTV Profit. He pointed out that neither Israel nor the US achieved their core war objectives, and warned that Israel has consistently violated ceasefires in the past. Dorsey added that Trump has indicated negotiations would be based on Iran's 10‑point plan, but highlighted that Israel is yet to issue a formal statement confirming the ceasefire.
On markets, global strategist Richard Harris told NDTV Profit that equities may avoid a sharp fall from here but warned against over‑optimism. “This could be another dead‑cat bounce,” Harris said, adding that oil prices remain higher than pre‑war levels and are likely to stay elevated in the near term. He also flagged rising global debt due to the war and weakening long‑term US job trends. “The battle may be over for now, but the war is not,” Harris cautioned.
With geopolitics unresolved and policy signals awaited, experts advise comfort with volatility rather than complacency.
ALSO READ: Uday Kotak Warns Of 'Return Of Colonialism' Amid West Asia Tensions, Flags Risks To Global Order
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