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Indian Markets Eye Rebound Amid Global Oil Price Volatility and US-Iran Tensions

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The Indian stock market is poised to recover from its two-week decline as investors assess global oil prices and geopolitical tensions. The recent correction has left investors focused on Brent crude prices near $94 a barrel, which pose a significant threat to India's economy due to its high reliance on oil imports.

The escalating US-Iran situation also weighs heavily on market sentiment, with any disruption in energy flows through the Strait of Hormuz potentially triggering further volatility. The ongoing tensions act as a headwind, forcing investors to adopt a cautious approach toward riskier assets.

Globally, all eyes are turning to the upcoming Jackson Hole Economic Policy Symposium, scheduled for August 27-29, 2026. Investors are particularly keen to hear the keynote address by Federal Reserve Chair Kevin Warsh, which may provide insight into how the US central bank plans to manage persistent inflation risks.

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