Stock Market Impact: The near‑agreement reduces geopolitical risk in the Persian Gulf, likely easing oil‑price volatility and supporting risk‑off market sentiment.
Listed Companies and Sectors: Energy firms, especially those involved in oil production and shipping, could benefit from a phased reopening of the Strait of Hormuz; defense contractors may see a short‑term dip in conflict‑related demand.
Investment Flows: Diminished tension may encourage foreign portfolio investors to increase exposure to emerging‑market equities, particularly in the Middle East, and could improve the outlook for foreign direct investment.
Interest Rates, Inflation, and Liquidity: No direct references in the source.
Fiscal or Monetary Policy: No direct references in the source.
