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Nifty & Bank Nifty plunged as Trump’s Iran war escalates and the RBI panics

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  ●       At around 740 TTM Nifty EPS and 762-839 estimated EPS for FY26-27, the base case fair value may be around 15240-16780 if the Iran war escalates further. ●       Otherwise, 22000-21800 may be an interim base, assuming 1000 Nifty EPS for FY30 . ●       Iran war ‘fun’ may have turned into ‘panic’ for Trump now; Iran may not surrender before Trump’s obnoxious 15-point demand . ●       RBI’s sudden decision to put restrictions on USDINR open positions (NOP-INR) to control USDINR acceleration may indicate panic by the Central Bank & the government. rather than any structural effort  Trump’s Iran war "fun," specifically the Strait of Hormuz (SOH) led energy product disruptions, has turned into panic for the Indian public & economy. It now seems that, despite prior indications, the Indian government was underprepared for such a potential Iran war crisis, especially for...
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Gold and oil stumbled, while stocks recovered on hopes of an early ceasefire as Trump blinked on the Iran war

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  ●       As Iran is performing much better than expected, Trump’s ‘fun’ has now turned into ‘panic’; but China supported Iran may not oblige Trump so easily . ●       Although Trump is seeking an early ceasefire, Iran may not surrender to Trump’s T&C . ●       ‘Psychopath and Modern -Day Hitler': Trump’s policy of US imperialism and complete control of the Western Hemisphere through military force may result in serious geopolitical miscalculations and a mini WW-III The 2026 Iran War, now entering its fourth week, has thrust the Middle East into one of its most volatile chapters since the early 2000s. Launched on February 28 with coordinated US-Israeli airstrikes under Operation Epic Fury, the conflict has targeted Iranian nuclear facilities, missile infrastructure, air defences, and senior regime figures, including the killing of Supreme Leader Ali Khamenei. Iran has responded with ballistic/clust...
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