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Market Impact: 0.35

Modi Walks Tightrope Between Iran and US

Geopolitics & WarEnergy Markets & PricesSanctions & Export ControlsTrade Policy & Supply ChainTransportation & LogisticsEmerging Markets

India secured safe passage for several tankers through the Strait of Hormuz. Deeper engagement with Iran could test Prime Minister Narendra Modi’s ties with the U.S. amid the ongoing Middle East conflict, creating diplomatic risk that may influence regional energy flows and investor sentiment.

Analysis

India secured safe passage for several tankers through the Strait of Hormuz. Deeper engagement with Iran could test Prime Minister Narendra Modi’s ties with the U.S. amid the ongoing Middle East conflict, creating diplomatic risk that may influence regional energy flows and investor sentiment.

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