Analysts predict that crude oil prices and the ongoing US-Iran conflict will be the primary drivers of stock market movements, with investors also closely watching the Jackson Hole symposium for cues on interest rates.
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.
The American military's air-defence missile inventories, including Patriot and THAAD interceptors, are significantly depleted due to the ongoing five-month confrontation with Iran. A CSIS assessment reveals a steep drop in reserve stocks, raising concerns about the US's capacity to maintain Middle East operations and address other global security challenges. This depletion could force the US and its allies to take higher operational risks.
The popularity of US President Donald Trump is waning with approval ratings at its lowest, according to former diplomat Mahesh Sachdev, who notes that with two-thirds of Americans not approving of a continuation of the war on Iran, Trump faces the risk of being impeached.
Indian parents express growing anxiety and fear for the safety of their children studying in Iran, as the conflict between Iran and Israel escalates. They are appealing to the Indian government for immediate evacuation.
US President Donald Trump asserted that Iran is attempting to remove him from office, believing a Democratic administration would permit them to develop nuclear weapons. Trump vowed to prevent Iran from acquiring nuclear capabilities and stated he has no regrets about his confrontational approach, claiming he would act the same way again. He also linked the ongoing conflict to rising stock markets and oil prices, and controversially suggested renaming the Strait of Hormuz.
Hours after United States President Donald Trump's claims of an Iran-Israel ceasefire, India on Tuesday said it stands ready to play its part to resolve the situation and insisted on 'dialogue and diplomacy' as the way forward.
Iran's women's kabaddi team faced immense challenges during their Asian Games preparations, including frequent camp changes due to regional conflict, psychological stress on young players, and difficulties arranging international friendly matches due to sanctions.
'To suddenly give the impression of taking a position that is hostile to Iran, or, at least, not friendly to Iran, is not a good thing.'
Non-resident Indians (NRIs) in the Gulf region are increasingly purchasing term life insurance policies from India, driven by geopolitical uncertainties in West Asia and the significant cost advantages offered by Indian products, with the GCC region now contributing over half of the total NRI demand.
Donald Trump expressed confidence in a swift victory over Iran, suggesting military strikes before midterm elections are possible, with the primary goal of denying Tehran nuclear weapons. Meanwhile, Iranian Foreign Minister Seyyed Abbas Araghchi declared readiness for a "doomsday war" if hostilities resume, while also expressing openness to diplomacy if assets are unfrozen and oil sales allowed.
Shiromani Akali Dal president Sukhbir Singh Badal and Punjab Vidhan Sabha Speaker Kultar Singh Sandhwan have appealed to Prime Minister Narendra Modi to take urgent steps for the evacuation of Indian citizens stuck in countries affected by the recent joint Israel-US attack on Iran.
Pakistan's Interior Minister Mohsin Naqvi has been in Tehran meeting with Iranian officials in an attempt to mediate and resolve the ongoing conflict between the US and Iran. This marks Naqvi's second visit in less than a week as Pakistan seeks to bridge the differences between the two nations and establish long-term stability in the region.
Indian benchmark indices, Sensex and Nifty, experienced declines in early trade due to elevated crude oil prices, escalating US-Iran hostilities, and renewed concerns over a potential US interest rate hike.
Indian equity benchmark indices Sensex and Nifty experienced a significant tumble in early trade, primarily driven by elevated crude oil prices due to ongoing West Asia uncertainty and substantial foreign fund outflows. Track Sensex, Nifty on September 29.
While investors would focus on the results and guidance for the third quarter of financial year 2025-26 (Q3FY26) in the normal course of business, the US-Israeli attack on Iran and the latter's retaliation at Gulf allies of the US has forced them to weigh the consequences of the event.
US President Donald Trump is set to visit China for talks with President Xi Jinping on trade, global issues, and the Gulf war. The visit aims to address trade frictions and other key issues, with high expectations for progress.
Donald Trump has ruled out using nuclear weapons or ground troops against Iran, despite the US military developing strike options including the "mother of all bombs" (MOAB) for Iranian energy and nuclear facilities. Trump clarified the MOAB is not nuclear and expressed confidence in non-nuclear options. He also discussed nuclear disarmament talks with Russia and China and his determination to prevent Iran from acquiring nuclear weapons, even as questions arise about MOAB's effectiveness against deeply buried targets.
United States Secretary of War Pete Hegseth has rejected a CNN report claiming that the Pentagon's missile defence stockpiles have fallen to 'dangerously low levels' amid the conflict with Iran.
Indian benchmark indices Sensex and Nifty rebounded in early trade after two days of losses, driven by easing crude oil prices and strong buying in blue-chip IT stocks, despite continued global uncertainties. Track Sensex, Nifty on September 30.
The US military has lost at least 45 MQ-9 Reaper drones during the conflict with Iran, representing a quarter of its fleet and a significant financial blow. These losses, some due to communication failures, raise questions as India recently signed an agreement to procure 31 of these drones.
The US rejected Iran's proposal to reopen the Strait of Hormuz, citing Tehran's demands for sanctions relief and access to frozen assets before nuclear program negotiations. US Ambassador Mike Waltz called the offer a "cynical attempt," while Iranian Foreign Minister Seyyed Abbas Araghchi disputed Waltz's account and reiterated Iran's readiness for both diplomacy and renewed hostilities. President Trump expressed confidence in winning the conflict soon and keeping all options, including military strikes, on the table, with denying Iran a nuclear weapon as the primary objective.
Iran's Khatam al-Anbiya Central Headquarters has threatened "continuous, effective and painful" attacks on US bases and interests across the region if Washington resumes military action against Tehran, amid escalating tensions and a US naval blockade on Iranian ports.
The BSE Sensex and the Nifty 50 declined around 4.5 per cent each since the start of the West Asia conflict.
Iranian President Masoud Pezeshkian delivered a strong address at the UN General Assembly, rejecting US allegations against Iran and accusing Washington and Israel of aggression and terrorism. He criticised US sanctions, defended Iran's peaceful nuclear programme, and highlighted the Palestinian issue.
A new report suggests that prolonged conflict in the Middle East could significantly impact India's GDP growth and inflation.
Pakistan's Prime Minister Shehbaz Sharif used his UN General Assembly address to thank former US President Donald Trump for his "timely intervention" in the 2025 conflict with India, a claim India consistently denies. Sharif also raised the Kashmir issue and discussed the Indus Waters Treaty, while touting Pakistan's role in mediating US-Iran peace.
Indian benchmark indices Sensex and Nifty experienced a significant slump in early trade, mirroring a bearish trend in global equities, as escalating conflict in West Asia drove up crude oil prices and intensified investor concerns.
The United States military has developed fresh strike options against Iran that include the potential use of the GBU-43/B Massive Ordnance Air Blast (MOAB), widely known as the "mother of all bombs", to target energy infrastructure and nuclear sites, CNN reported, citing multiple US officials familiar with military planning discussions.
Iran has conveyed seven conditions to the United States through Qatari mediators for starting negotiations to end the ongoing war, while warning that Tehran is prepared for a "decisive war" if Washington rejects its demands.
Indian benchmark indices Sensex and Nifty experienced a downturn in early trade, primarily influenced by a dip in HDFC Bank shares, persistent outflows from foreign funds, and escalating geopolitical tensions between the US and Iran. Track Sensex, Nifty performance.
'Elevated crude prices and unchanged domestic fuel prices would put pressure on the profitability and cash flows of OMCs.'
Analysts predict that developments in the West Asia conflict, crude oil prices, and upcoming US inflation data will be the primary factors influencing the Indian stock market next week, alongside foreign investor activity and global market trends.
The ongoing US conflict with Iran has cost the Trump administration an estimated $45.1 billion, according to a Pentagon estimate provided to the US Congress on Friday, CNN reported, citing two sources familiar with the matter.
India's economy recorded a robust 7.8 per cent growth in the April-June quarter of fiscal year 2026-27, surpassing both market expectations and the Reserve Bank of India's forecast. This strong performance positions India as the world's fastest-growing major economy, demonstrating resilience despite global economic uncertainties and geopolitical tensions, including the conflict in Iran. The Ministry of Statistics and Programme Implementation highlighted the sustained growth momentum amidst global headwinds.
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.
US President Donald Trump has expressed interest to his advisers in setting up a meeting with Iranian officials present in New York for the UN General Assembly's 81st session, "if the conditions are right."
The US military has refuted Iran's Revolutionary Guards' assertion that an oil tanker struck a naval mine in the Strait of Hormuz. US Central Command stated the Panama-registered vessel, El Gaia, was previously hit by an Iranian missile and then a drone, highlighting ongoing Iranian attempts to impede commercial vessels in the crucial maritime trade route.
The US Senate passed a resolution directing then-President Donald Trump to withdraw American forces from the conflict with Iran. This bipartisan vote, though largely symbolic as a concurrent resolution, highlighted congressional concerns over potential escalation and a desire to limit presidential military authority without legislative approval.
Analysts predict that the Reserve Bank of India's interest rate decision, the evolving situation in West Asia involving the US-Iran conflict, and crude oil prices will be the primary factors influencing investor sentiment in the Indian stock market this week.
