Market strategist Sudip Bandyopadhyay has flagged serious risks ahead for Indian markets, pointing to high crude oil prices and a possible monsoon deficit as the two biggest threats. Both factors hit India's economy from different sides, costly oil widens the trade deficit and stokes inflation, while weak monsoons hurt rural incomes and farm output, which together make up a large share of domestic demand. Bandyopadhyay cautions that election-driven market rallies are likely to be short-lived. He sees them as temporary sentiment boosts rather than signals of underlying strength. For oil prices to stop dragging on growth, they need to stabilise at lower levels, something that remains outside India's control. For investors, his advice is to buy slowly and in stages rather than all at once. He favours large-cap stocks and companies that rely mainly on domestic revenues, which are better insulated from global commodity shocks than export-linked or import-dependent businesses. The key things to watch: whether crude prices ease, how the monsoon season develops, and whether post-election policy moves address any of these structural pressures.
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.
