The dollar has unwound most of the risk premium it accumulated during the Iran conflict escalation, according to market analysis, but currency strategists see limited scope for further decline from here. The bulk of the so-called war premium, the safe-haven bid that lifted the dollar as geopolitical tension spiked, has now been priced out as immediate conflict risk has receded. The mechanism is straightforward: the dollar typically attracts defensive inflows during geopolitical stress events, and as that stress fades, those positions unwind. However, analysts stop short of forecasting a sharper selloff. Underlying support for the dollar, including interest rate differentials and residual global uncertainty, acts as a floor. The key variable to watch is whether de-escalation holds; any renewed flare-up in Iran-related tensions would likely trigger a rapid repricing back toward safe-haven levels. For currency traders and portfolio managers with dollar-denominated exposure, the current range may represent a near-term equilibrium rather than the start of a broader downtrend.
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.
