Search+Business News›Markets›Stocks›News›Investing and thinking beyond Trump, Iran and oil prices: 5 large-caps from different sectors with upside potential of up to 21%Investment IdeasSynopsisWest Asia is once again dictating the mood on Dalal Street. Brent crude has crossed $93 a barrel, Indian equities are under pressure, and the question investors are asking is the same one they ask every time the region erupts: How long will this last? There is no reliable answer. The conflict could begin to cool in a few weeks. It could also stretch well beyond what the markets currently expect. History offers enough examples of conflicts that began as short-term disruptions and then became part of the global economic backdrop.During a crisis like the one which the world is currently facing, the reaction is either to stop investing altogether or to search for a stock that will benefit immediately from the event. Both approaches can go wrong. Sitting entirely in cash assumes that one will know when things are about to change, and start buying. Buying the immediate beneficiary assumes that the crisis will unfold exactly as expected. Neither is an easy call. The US-Iran ETMarkets.com 14 mins readJul 30, 2026, 02:33:00 PM ISTGift this Story to your friendsFONT SIZEAbcSmallAbcMediumAbcLargeSAVEPRINTCOMMENTContinue reading with one of these options:Limited AccessFreeLogin to get access to some exclusive stories & personalised newslettersLogin NowUnlimited AccessStarting @ Rs120/monthGet access to exclusive stories, expert opinions & in-depth stock reportsSubscribe NowETUh-oh! This is an exclusive story available for selected readers only.Worry not. You’re just a step away.What’s Included withETPrime Membership
Investing and thinking beyond Trump, Iran and oil prices: 5 large-caps from different sectors with upside potential of up to 21%
West Asia is once again dictating the mood on Dalal Street. Brent crude has crossed $93 a barrel, Indian equities are under pressure, and the question investors are asking is the same one they ask every time the region erupts: How long will this last? There is no reliable answer. The conflict could begin to cool in a few weeks. It could also stretch well beyond what the markets currently expect. History offers enough examples of conflicts that began as short-term disruptions and then became part of the global economic backdrop.






