Strait of Hormuz key to market direction amid ceasefire talks: Politeia Research

Pulipaka said that if reports of an immediate ceasefire prove accurate, it would be positive for India, regional economies, and other developing nations. However, he cautioned that clarity is still needed on whether the Strait of Hormuz will actually be reopened.

He noted that while the US and Iran appear to be engaged in serious discussions around the strait, the situation is far more complex. Israel remains a key stakeholder in the conflict and its position will be critical, particularly on issues

such as Iran’s uranium enrichment, missile capabilities, and the potential use of any released financial assets.

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