Stock Market Impact: Fresh US strikes on Iran lifted Brent crude by ~2% to $97.84/barrel and WTI by 1.2% to $91.40/barrel, offsetting earlier price declines tied to a prospective Hormuz reopening deal.
Listed Companies and Sectors: Energy sector firms exposed to crude price movements may see immediate earnings impact; oil‑related equities likely to benefit from price rise.
Investment Flows: Higher oil prices could attract short‑term inflows into commodity‑focused funds and deter capital into sectors sensitive to energy cost spikes.
Interest Rates, Inflation, and Liquidity: Rising crude prices may feed inflationary pressures, potentially influencing RBI monetary policy considerations.
Fiscal or Monetary Policy: No direct fiscal measures mentioned; however, elevated oil prices could affect government subsidy calculations and fiscal deficit projections.
