Stock Market Impact: The dollar index fell 0.3% and oil prices dropped about 5% (LCO‑4.93%) as optimism over a US‑Iran framework deal lifted risk appetite.
Listed Companies and Sectors: Energy stocks may benefit from lower crude; currency‑sensitive exporters could see margin improvement; the Indian rupee strengthened, aiding import‑dependent firms.
Investment Flows: Reduced geopolitical tension could encourage foreign investment, though no concrete flow figures were provided.
Fiscal or Monetary Policy: RBI Governor Sanjay Malhotra said the rupee was undervalued and the central bank will act as needed; RBI had earlier sold tens of billions of dollars to support the rupee.
