

4644: Market optimism amid looming war, major changes in the market afoot & India's nuclear energy push| MC Editor's Picks
Jun 16, 2025
The stock market defies the odds, with Sensex and Nifty rising despite geopolitical chaos from the Israel-Iran conflict. Global energy supply concerns loom large if tensions escalate. Key corporate moves are highlighted, like HDFC's mega IPO and adjustments at Meesho ahead of its own IPO. Plus, there’s a focus on newly proposed regulations by SEBI and India's ambitious nuclear energy plans. The episode also reveals how bike taxi services are getting innovative in light of recent bans.
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Market Optimism Amid War
- Indian markets rose nearly 1% despite the worsening Israel-Iran war.
- This optimism is driven by market resilience and anticipation despite geopolitical threats.
Energy Supply Threats From War
- Iran potentially blocking the Strait of Hormuz risks oil prices surging above $120/barrel.
- Prolonged war threatens global energy supply chains and India's economic interests in West Asia.
Watch Key Indian IPOs and Deals
- Prepare for HDFC Bank's mega IPO of HDB Financial Services by June end.
- Monitor Biocon's institutional share sale and Vishal Megamart's 10% stake divestment for market movements.