When everyone has footage and no one can verify it, the loudest voice wins, notes Prem Panicker who begins a daily blog on the War in the Middle East.
Iran is fighting a different war: Older, slower, and in some ways more dangerous. Iran doesn't need to shoot down an F/A-18. It only needs to make the Strait of Hormuz feel dangerous long enough for insurance markets, shipping companies, and oil futures traders to do the rest. Prem Panicker continues his must-read daily blog on the war in the Middle East.
Equity benchmark indices Sensex and Nifty tumbled in early trade on Monday amid heightened tensions in the Middle East after the US bombed three major nuclear sites in Iran. The 30-share BSE Sensex tumbled 705.65 points to 81,702.52 in early trade. The 50-share NSE Nifty dropped 182.85 points to 24,929.55.
The question is no longer whether the war will expand. It has. The next few days will tell us whether the war stabilises around Hormuz or whether the Strait itself becomes the trigger for a far larger rupture. What to watch for over the next 48 hours is simple: Any move by the US toward direct naval control of the Strait; any credible Iranian attempt to disrupt or mine shipping lanes and, critically, whether energy infrastructure in the Gulf continues to be targeted.If those lines are crossed in tandem, the war will no longer be containable within the region.
Pakistan's Ambassador to the US, Rizwan Saeed Sheikh, has urged President Donald Trump to help ease tensions with India, highlighting the Kashmir issue as a "flash point" in nuclear terms. He believes that the US should take a more comprehensive and sustained approach to address the situation rather than just immediate de-escalatory measures.
Under the defence partnership, India and the UAE are eyeing defence industrial collaboration and cooperation in advanced technologies, cyberspace training, special operations, interoperability of their militaries and counter terrorism.
Iran fired around 200 ballistic missiles and drones at Israel on Saturday, June 14, 2025, causing widespread damage in communities in north Israel, killing three people and injuring dozens.
This is part of the reason the US advised some Americans to leave the region earlier Wednesday, with the State Department ordering non-emergency government officials to exit Iraq due to 'heightened regional tensions', CBS News reported.
India also advised its citizens to avoid all non-essential travel to Iran.
China and Russia on Sunday strongly condemned the United States air strikes on Iranian nuclear facilities, with China calling it a serious violation of the United Nations Charter that heightens tensions in West Asia, and Russia terming the strikes 'irresponsible' and asserting that they grossly violate international law, the UN Charter, and UN Security Council resolutions.
US Secretary of State Marco Rubio praises India's measured and professional investigation into the Red Fort car explosion, calling it a terrorist attack. The US has offered assistance, but acknowledges India's capabilities in handling the investigation.
From the Sensex constituents, Adani Ports, Tata Steel, Kotak Mahindra Bank, UltraTech Cement, Bajaj Finserv and Titan were among the biggest gainers. In contrast, Power Grid, Trent, NTPC, Maruti, HCL Tech and Bharat Electronics were among the laggards.
S&P Global Ratings on Tuesday upped India's GDP growth forecast for the current fiscal to 6.5 per cent, citing lower crude prices, monetary easing and normal monsoon, and said the ongoing geopolitical tensions are unlikely to put a "significant pressure" on the rupee or inflation.
On the other hand, Bharat Electronics, Kotak Mahindra Bank and Axis Bank were the laggards. In Asian markets, South Korea's Kospi, Japan's Nikkei 225 index, Shanghai's SSE Composite index and Hong Kong's Hang Seng settled higher.
'The condition was getting worse here every minute'
A year after a Hamas attack against Israel on October 7 and the ensuing Israeli invasion of the Gaza Strip, India's trade with most West Asian countries has largely escaped any major disruption, except with countries like Israel, Lebanon, and Jordan. However, repeated flare-ups of geopolitical tensions in the region continue to drive up shipping and logistics costs.
'From tariff tensions and border skirmishes to unrest in West Asia.' 'The worst may be behind us. But any further upmove will now have to come from earnings.'
"It is still not too late. India must speak clearly, act responsibly, and use every diplomatic channel available to defuse tensions and promote a return to dialogue in West Asia," Gandhi asserted.
The era where nations thrived through rigid alignments is giving way to an age where the connective State defines power. For India, that era has arrived, points out Dr Nishakant Ojha.
Top government officials in New Delhi have started discussions with stakeholders ranging from shipping and container companies to export promotion councils to understand the impact of the Iran-Israel tensions and plan ahead. Inter-ministerial talks are also being lined up amid the crisis situation in West Asia, sources confirmed. While the crude flows are not directly under any threat, elevated oil prices remain a concern, according to officials.
As tensions continue to rise, the Israeli public remains on high alert, bracing for the possibility of further incidents.
Gold prices advanced Rs 700 to reach a new lifetime high of Rs 91,950 per 10 grams in the national capital on Wednesday on the back of continued buying by jewellers ahead of wedding season, according to the All India Sarafa Association. Besides, increased tensions in the Middle East and concerns about the US economic slowdown have kept the demand for safe-haven assets intact.
'Future market gains will likely depend primarily on earnings growth.'
Brent crude oil prices can touch $150 a barrel (bbl) - up a whopping 103 per cent from the current levels - in the worst-case scenario if the Israel-Iran geopolitical tensions escalate, suggest analysts.
'New Delhi is not naive about its foreign policy choices.'
'He's a hypocrite because he's the one who said that India, when he was not the coach of Team India, said that India and Pakistan should never play a match between them.'
Amid escalating tensions between Israel and Iran, US President Donald Trump on Monday urged civilians to 'immediately evacuate Tehran', shortly after which the White House announced he would be departing the G7 summit early to 'attend to many important matters'.
India on Friday asked its citizens not to travel to Iran and Israel amid increasing fears that Tehran may launch an attack on Israeli soil in retaliation to a strike on the Iranian consulate in Syria 11 days ago.
The Indian Premier League (IPL) 2025 season has been officially suspended due to escalating military tensions between India and Pakistan.
A major escalation unfolded in West Asia on Monday after Iran reportedly launched multiple missiles targeting United States military installations in Qatar and Iraq, including Al Udeid Air Base in Qatar -- the largest US military installation in the region, according to a CNN report.
'The background for the Saudi-Pakistan agreement is the fact that the regional security order has collapsed due to the Israeli attack on Doha.' 'The Americans have largely abandoned their security guarantee for West Asia and the region has no choice but to look at alternatives.'
As India and China continue to face off across the Himalayas six decades later, the echoes of that earlier conflict remain unmistakable. The core of China's sensitivity lies not in maps or mountain passes, but in its perception of sovereignty over Tibet, points out Dr Kumar.
Russia announces its withdrawal from a self-imposed moratorium on deploying intermediate-range missiles, citing escalating tensions with the US and the repositioning of American nuclear submarines.
By ensuring Myanmar remains dependent on Chinese economic and military assistance, Beijing indirectly exerts pressure on India's North Eastern states, making New Delhi's regional security strategy even more complex.
Crude oil prices could dip to the low $60s by the end of 2025 after rising to $80 a barrel in the last quarter (October-December) of 2024 - up nearly 10 per cent from current levels, suggest analysts at JP Morgan. The main players in West Asia, including Saudi Arabia and the UAE, have a strong incentive to keep the conflict contained, according to the JP Morgan report.
Analysts expect Nifty to rise up by to 6 per cent in six months, with intermittent corrections likely due to global factors.
In a dramatic escalation of tensions, Israel launched airstrikes early Friday targeting key nuclear facilities in and around Iran's capital Tehran.
Leaders of Pakistan, Turkey and Azerbaijan agreed to strengthen their ties for the mutual benefit of their peoples, as well as for regional peace and prosperity. The understanding was reached at the Pakistan-Turkey-Azerbaijan trilateral summit in Lachin, Azerbaijan, attended by Prime Minister Shehbaz Sharif alongside presidents Recep Tayyip Erdogan and Ilham Aliyev. Azerbaijan announced a USD 2 billion investment in Pakistan's economy. Turkey expressed support for the ceasefire between Pakistan and India and hopes that it evolves into permanent peace.
Among the Sensex firms, JSW Steel, Tata Motors, Tata Steel, Tata Consultancy Services, NTPC, Wipro, HCL Technologies, State Bank of India, Larsen & Toubro, UltraTech Cement, IndusInd Bank, Kotak Mahindra Bank, Power Grid and Reliance Industries Limited were the major laggards. Mahindra & Mahindra and Bajaj Finance were the gainers.
State news agency IRNA said that Iran has successfully shot down 'adversial targets' in the airspace around Tehran province. Iranian state television noted hearing six loud sounds resembling explosions in parts of the capital, with the source of the noises currently unverified.
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