Global markets open the week on cautious optimism after President Trump signaled a potential end to U.S.-Iran hostilities, with diplomatic talks possibly resuming in the near term. The geopolitical signal has buoyed risk sentiment, but the macro calendar threatens to complicate that mood. Upcoming economic data releases are expected to show a simultaneous deceleration in business activity and acceleration in consumer prices, a combination that narrows the Federal Reserve's room to maneuver. The Fed's next policy move stays under the microscope as the president's nominee for a senior Federal Reserve post faces a Congressional confirmation hearing this week, a process that could sharpen market expectations around the central bank's direction. On the corporate side, Tesla reports earnings and will be the most scrutinized U.S. company of the week, with investors looking for signals on margin trends and demand. Taken together, the week stacks geopolitical relief against stagflationary data risk and institutional uncertainty at the Fed.
Indian startups raised $5.2 billion across 501 deals in H1 2026, down 9% in value but up 7% in deal count year-on-year, per the Inc42 Indian Tech Startup Funding Report. The drop is driven by fewer mega-rounds, while AI funding surged 317% and growth-stage deal activity hit a multi-year high.
The BSE Sensex fell 893 points and the Nifty 50 shed 279 points on June 30, 2026, wiping out roughly Rs 6 lakh crore in investor wealth in a single session. Both indices dropped 1.16%, closing at 76,200.68 and 23,824.10 respectively.
Kotak Mahindra Bank shares fell nearly 3% to Rs 397.6 after CEO Ashok Vaswani announced plans to exit the bank. Investor concern now centres on succession timing and whether the bank's ongoing digital and deposit-growth strategy will stay on track.
South Korea's Kospi dropped 3% at Monday's open while Japan's Nikkei fell 1%, as escalating US-Iran conflict triggered a broad risk-off move across Asian markets. South Korea's heavy reliance on Middle East oil imports makes it especially vulnerable to geopolitical shocks of this kind.
