The Indian equity market is set for an event-heavy week, with analysts pointing to the Reserve Bank of India's (RBI) interest rate decision, developments in the US-Iran situation, and crude oil prices as the primary determinants of market trends.
A Congressional Research Service report reveals that at least 42 US aircraft were lost or damaged during Operation Epic Fury, targeting Iran, with costs estimated to reach USD 29 billion.
Gold and silver are expected to remain volatile with a corrective bias as investors assess the latest flare-up in the US-Iran conflict, movements in crude oil prices, and inflation data, which could reshape expectations for global interest rates, according to analysts.
US Secretary of State Marco Rubio said that discussions aimed at halting the conflict with Iran have shown "some slight progress," while simultaneously echoing Washington's dissatisfaction with its NATO allies.
Indian stock markets are set to be influenced by developments in US-Iran negotiations, crude oil prices, and foreign investor activity in the upcoming holiday-shortened week, according to market analysts.
US President Donald Trump on Monday doubled down on his hardline stance against Tehran while dismissing mainstream media narratives regarding his foreign policy motivations.
Donald Trump has dismissed the ceasefire with Iran as being on 'massive life support', signalling continued tensions between the US and Iran amid ongoing negotiations.
Iranian Deputy Foreign Minister Kazem Gharibabadi has urged India to take the lead in bringing peace to West Asia, highlighting the UAE's role in stalling BRICS consensus on the conflict. Gharibabadi also discussed a new framework with Oman for merchant vessels passing through the Strait of Hormuz.
Analysts predict that the US-Iran geopolitical conflict, upcoming quarterly earnings announcements, and fluctuations in crude oil prices will be the primary drivers of investor sentiment in the Indian equity markets.
A high-stakes memorandum for a 60-day ceasefire between the United States and Iran is in its final stages, with negotiators working to close remaining gaps and avert further escalation in the region, including reopening of the Strait of Hormuz and the resumption of Iranian oil sales, according to an Axios report citing US officials.
Trump has made it clear: the US will not lift its blockade of Iranian ports until a deal is signed.
The United States has paused a proposed USD 14 billion arms sale to Taiwan due to concerns about maintaining sufficient munitions for potential conflicts, particularly in light of the ongoing situation with Iran.
Iran has presented a multi-layered proposal to the US in an attempt to break the deadlock in peace talks, focusing on de-escalation and nuclear programme discussions.
Head of the Iranian Parliament's National Security Committee Ebrahim Azizi on Saturday said that Iran has prepared a "professional mechanism" to regulate maritime traffic in the Strait of Hormuz through a designated route, which will be unveiled soon.
A high-level Indian delegation, including Bihar Governor Lt Gen (Retd) Syed Ata Hasnain and Minister of State for External Affairs Pabitra Margherita, paid tributes to the assassinated Iranian supreme leader Ayatollah Ali Khamenei in Tehran, conveying India's condolences.
Millions of people, including international representatives, are expected to attend the funeral of Iran's Supreme Leader Ayatollah Ali Khamenei in Tehran. His death occurred at the start of the US-Israel war on Iran. US President Donald Trump announced a week-long pause in bombing for the funeral, while India was represented by Governor Syed Ata Hasnain and MoS External Affairs Pabitra Margherita. The event is anticipated to be one of the largest gatherings in Iran's history, with ceremonies delayed due to security concerns.
Donald Trump has escalated rhetoric against Iran by posting AI-generated images and videos depicting US military strikes, warning Tehran that time is running out to secure a ceasefire agreement.
US President Donald Trump stated that military strikes against Iran could resume if they 'misbehave,' even as he reviews a new proposal from Tehran aimed at ending the paused conflict.
Glimpses of Iran's farewell to Ayatollah Ali Khamenei as mourners gathered in huge numbers for his funeral procession in Tehran.
Iranian Foreign Minister Seyyed Abbas Araghchi stated that the Strait of Hormuz remains open to all commercial vessels, requiring ships to coordinate with Iranian naval forces due to regional tensions and a US blockade.
Sharp differences between Iran and the UAE over the West Asia conflict were on full display during the BRICS foreign ministers' meeting in New Delhi, signalling the challenges the bloc faces in reaching a consensus position on the crisis.
Gold prices in the national capital fell by Rs 600 to Rs 1.64 lakh per 10 grams, influenced by tentative progress in US-Iran negotiations, which reduced demand for precious metals. However, unresolved tensions surrounding the Strait of Hormuz continue to keep traders cautious.
The United States and Iran could resume negotiations as early as next week in Islamabad, according to a report by The Wall Street Journal citing people familiar with the matter.
United States and China have agreed that "Iran can't have nuclear weapons," and that the Strait of Hormuz must be opened, according to US President Donald Trump.
Former Central Command chief David H Petraeus suggests the US and Iran are likely to extend their ceasefire beyond the initial two-week period, citing willingness from both sides to continue negotiations.
A new report alleges Pakistan shielded Iranian military aircraft from potential US airstrikes, raising questions about its role as a neutral mediator in the ongoing US-Iran tensions.
Analysts predict that the ongoing US-Iran conflict, fluctuations in crude oil prices, and foreign institutional investor (FII) flows will be the primary factors influencing Dalal Street this week, with inflation concerns adding to investor anxiety.
Indian benchmark equity indices Sensex and Nifty surged in early trade, driven by a sharp correction in crude oil prices below USD 100 per barrel and a rally in global markets, fuelled by improving sentiment surrounding US-Iran negotiations.
China has called on Iran to reopen the Strait of Hormuz and expressed appreciation for Tehran's commitment not to develop nuclear weapons, a key demand of the US to end the conflict.
Indian equity benchmark indices Sensex and Nifty experienced a significant tumble in early trade, with the Sensex tanking nearly 700 points, driven by uncertainty surrounding US-Iran negotiations, a fresh spike in crude oil prices, and persistent foreign fund outflows.
US President Donald Trump and Israeli Prime Minister Benjamin Netanyahu are reportedly planning a White House meeting as early as next week, despite growing scepticism within Trump's inner circle regarding Netanyahu's actions and widening disagreements over regional security and Iran.
A new assessment by the Institute for the Study of War (ISW) reveals that a power struggle within Iran's leadership, with hardliners gaining influence, could significantly impact future negotiations with the United States.
US President Donald Trump said the United States faces a stark choice in its approach to Iran, either to pursue a negotiated settlement or escalate militarily, as tensions continue to rise in the West Asia region.
US President Donald Trump in an exclusive interview to Axios on Wednesday, said that he would continue to keep the naval blockade until Iran agrees to deal with the United States by addressing America's concerns about the nuclear programme.
'Energy prices would shoot up with the closure of Hormuz again.'
Thousands of mourners gathered at Tehran's Imam Khomeini Grand Mosalla on July 4, 2026 for a farewell ceremony honouring Iran's late supreme leader Ayatollah Ali Khamenei. Khamenei was killed on February 28 in Israeli and US airstrikes. Grieving crowds carried his portrait and expressed raw emotion as Iran continues its multi-day state funeral proceedings for the slain leader.
Indian benchmark equity indices, Sensex and Nifty, surged over 1 per cent, driven by a significant correction in crude oil prices and a global market rally, fueled by improving sentiment surrounding potential US-Iran negotiations.
US President Donald Trump received a red carpet welcome in Beijing for talks with Chinese President Xi Jinping on trade, the Iran war, and other key issues. The visit underscores the importance both nations place on their relationship amid ongoing tensions.
The US military is considering a new wave of military operations in Iran, including potential strikes on infrastructure and securing Iran's stockpile of enriched uranium, amid a fragile ceasefire and stalled nuclear talks.
Indian benchmark indices, Sensex and Nifty, staged a moderate rebound after a significant correction in the previous session, driven by foreign fund inflows and a largely positive trend in global markets, though geopolitical tensions between the US and Iran continued to foster caution.
