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trade deficit of nearly $100 billion with China. Local production funded by FDI could substitute a part of these imports.Second, net FDI inflows have fallen significantly in recent years, making new sources of capital increasingly valuable.Third, the Israel–Iran war has once again exposed India’s energy vulnerabilities.

The flare-up in West Asia is rippling through Dalal Street, denting the portfolios of several marquee investors and triggering a correction in Indian equities. A Mint analysis of shareholding data from Primeinfobase shows the value of holdings of many prominent investors declined sharply between 31 December 2025 and 13 March 2026, as tensions involving the US, Israel and Iran unsettled global markets and pushed crude oil prices higher.The correction has been visible across the broader market as well.

According to a recent Wall Street Journal article, one of the reasons “the U.S. and Israeli attacks on Iran have unfolded at unprecedented speed and precision” is “a cutting-edge weapon never before deployed on this scale: artificial intelligence.” Yes, the growing use of AI in modern warfare has coincided with its approved use in modern life.

Foreign investors appear to be finding comfort in India’s power sector amid heightened geopolitical tensions and energy market disruptions, drawn by rising demand for electricity and growing data centre capacity.They bought power stocks worth $497 million in February, according to data from the National Securities Depository Ltd. That marked the strongest inflow by foreign investors since they pumped in $517 million in April 2024.Several power stocks delivered solid gains in February, when the benchmark Nifty 50 index slipped 0.6%.

₹199- ₹2,300, depending on the nature of the flight. With Pakistan airspace already shut for Indian airlines, the disruption in flight routes through West Asia has increased travel time and cost.The financial damage of such disruptions would mount quickly for Indian airlines.

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was killed along with his 44 top leaders. The US and Israel thought that like in Iraq, people would revolt in Iran. But the reverse happened.People took to the streets to mourn Khamenei’s death.

₹10.9 on 27 February, a day before the war.Investors purchase put options to protect their portfolios from downside risk. It is the opposite of a call option, which is purchased during bull markets.Demand for the 22,000 put is reflected in the rise of its open interest (OI)–a gauge of money flowing into a market–to 5.33 million contracts on Friday from 1.4 million when the war began.The US and Israel strikes and the retaliation by Iran across the Gulf region show no signs of abating.

A Tomahawk missile is more than four times the height of an Iranian child. It can carry a 400kg warhead and fly at the speed of a commercial aircraft over 2,000km. It can even fly just 30-50 metres above the ground.

Mint that he and the institute’s director met and decided to bring the Dubai cohort to the Ahmedabad campus until the war subsides.The conflict involving the US and Israel against Iran, now in its third week, has spilled across West Asia, forcing Indian companies and institutions operating in the region to reassess their operations and contingency plans.Other Indian educational institutions with campuses in Dubai are also weighing how best to continue classes if the conflict escalates.Besides IIM Ahmedabad, BITS Pilani operates an engineering campus in Dubai that was established in 2000. Mint has learnt that the college has started online classes, though it did not respond to Mint’s queries.SP Jain School of Global Management and Amity University also have campuses in Dubai but did not respond to queries emailed last week.Education analysts said the decision to relocate students or move online often depends less on pedagogy and more on logistics.“IIM Ahmedabad has taken a smart move by bringing the entire batch in Dubai to India.

₹19,974.9 crore in two weeks, according to NSE data.The short position is close to the record high of 231,796 contracts seen on 24 February last year, when markets were roiled by proposed Trump tariffs, per data from analytical firm IndiaCharts."These are hedges taken by large funds that tend to be buyers of EMs (emerging markets) like India," said U.R. Bhat, founder of investment platform Alphaniti Fintech.

₹1,250.10 apiece on 2 February. However, the stock is still about 6% down in the past two weeks since the West Asia conflict began.

NEW DELHI: India’s steadily rising mobile phone exports, which generated $11 billion in revenue in the first six months of the current fiscal, are expected to take a multi-billion-dollar hit as a result of a prolonged impact of the Iran war on consumption, imports and freight transit in the Gulf region.Executives, analysts and brokerage firms estimate a loss of $2 billion-3 billion on India’s electronics exports, largely because electronics manufacturing services (EMS) companies export a sizeable quantity of mobile phones to the Gulf area—a key trade and consumption hub.Mobile phones are among the top five most-impacted commodities as a result of the Gulf nations and the West Asia region being directly affected in Israel and the US’s war on Iran, analysts Suvodeep Rakshit and Swarupjit Palit at brokerage firm Kotak Institutional Equities wrote in a note to investors on 6 March.The analysts cited India’s commerce ministry data to say that mobile phone exports to the Gulf and West Asia rose to $3.1 billion in FY25, accounting for 12% of the country’s net electronics exports. This entire chunk may be affected and EMS companies that rely significantly on mobile phone manufacturing may be substantially hit, at least in the current quarter and next.If the conflict continues, the entire $3 billion in export value may be wiped off in the next fiscal year, the Kotak analysts said.

Write to Anat Peled at [email protected], Jared Malsin at [email protected] and Alexander Ward at [email protected] all the Business News, Politics news,Breaking NewsEvents andLatest News Updates on Live Mint.

If proof were needed that even after decades of globalization, the world isn’t flat, Iran’s chokehold over the Strait of Hormuz is providing plenty. The opposing view might be summarized in four words, ‘The Revenge of Geography,’ the title of geopolitical analyst Robert Kaplan’s prescient book more than a decade ago.

These are sombre times for the world. The big conflict in West Asia is giving everyone the jitters. For readers of a business paper, the main questions would be related to its impact on markets.

₹18,500 per 100 kilograms in January, natural rubber price has risen to ₹21,600 in March so far. Soaring crude oil prices would add to this pain.

After nine days of denial, the hard reality of an oil shock seems to have hit home. In the second week of joint US-Israel attacks on Iran, crude oil prices have leapt into three digits, with Brent within sniffing distance of $120 per barrel at one point. The oil spike battered stocks across Asia as plumes of smoke began to look like clouds of stagflation on the not-so-distant horizon.

Indian rupee slid to a record low of ₹92.33 against the US dollar.While oil-marketing companies and air carriers will bear a direct brunt of the higher energy prices, others will face an indirect impact as oil prices feed into their input expenses. The Indian economy could take a hit if the inflationary effect of the conflict dents consumer demand.“India Inc will likely see a partial impact in the March quarter earnings for companies still operating on existing inventories, while the full effect could become more visible in the first quarter of the next fiscal year,” said Pramod Gubbi, founder of Marcellus Investment Managers, a portfolio management firm.If the Strait of Hormuz, through which a fifth of the global oil trade passes, remains closed for 2-6 weeks, it can push the three-month average Brent prices to $80-90, as per analysts at Nomura.

As the conflict in West Asia has nearly frozen all trade movement through the Strait of Hormuz, Indian law firms have seen a surge in queries from companies seeking clarity on whether they can invoke a rare clause to mitigate risk—force majeure.It is a contractual provision that allows a party to suspend or avoid its obligations if an unforeseen event outside its control makes performance impossible. These may include war, government restrictions or major disruptions to shipping routes, if specifically covered in the contract.“The energy sector is reaching out the most, especially companies importing LNG (liquefied natural gas) and crude who now face stranded cargoes and unreliable shipping schedules,” said Charanya Lakshmikumaran, executive partner at Laxmikumaran & Sridharan (LKS).“The shipping and logistics sector is next, dealing with mounting delays, higher war-risk premiums and rerouted vessels,” she said.