Indian government bonds are expected to extend gains Thursday, buoyed by stable oil prices and improving market sentiment tied to optimism over a U.S.-Iran peace deal. Lower oil prices are a direct credit positive for India, which imports the majority of its crude, reducing the current account deficit and easing inflationary pressure that would otherwise constrain the Reserve Bank of India's rate path. A durable U.S.-Iran agreement could suppress global crude benchmarks structurally, giving Indian bond markets a more sustained tailwind than typical sentiment-driven rallies. The near-term watch points are whether oil price stability holds into the trading session and any concrete developments from U.S.-Iran negotiations that could either validate or unwind the current optimism driving fixed income positioning.
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.
