The world's largest oil companies are projected to generate an additional $234 billion in profits attributable to elevated energy prices driven by war-related market disruptions. The figure represents surplus earnings above baseline expectations, concentrated among the top-tier international oil majors whose revenues are directly tied to global crude benchmarks. Wartime supply shocks have historically repriced energy markets sharply, compressing refining margins for downstream buyers while expanding upstream extraction margins for producers sitting on existing reserves. The windfall creates a predictable policy pressure point: governments in Europe and elsewhere have already moved to introduce or extend windfall profit taxes targeting the energy sector, with the $234 billion figure likely to intensify that legislative momentum. Investors tracking energy sector positioning should watch how majors allocate surplus cash between shareholder returns, capital expenditure, and balance sheet strengthening, as those choices will shape sector valuations through the next price cycle.
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.
