ईरान और इजरायल के युद्ध का इंडियन शेयर मार्केट पर क्या प्रभाव पड़ेगा और इससे कौन-कौन से शेयर्स को फायदा होगा, चलिए डिटेल में जानते हैं–
Aajkal Middle East, khas kar Iran aur Israel ke beech khich-taan, duniya bhar ke markets ko impact kar rahi hai, aur iska sidha asar Bharat ke kuch sectors aur stocks par bhi pad raha hai.
Middle East tel (crude oil) ka sabse bada supplier hai, aur yuddh ki sthiti mein crude oil ki supply chain disrupt ho sakti hai, jo kai sectors ko directly ya indirectly asar karegi.
Is article mein hum ye samjhte hain ki kaun se sectors aur Indian stocks ko is yuddh se fayda ho sakta hai. Saath hi samjhte hain ki is yuddh ka India ke stock market par overall kya prabhav padega aur shareholders ko kya karna chahiye.
Iran aur Israel ke yuddh ka sabse bada prabhav crude oil ke prices par hoga. Yuddh ki sthiti mein crude oil ki supply rukne ka dar hamesha bana rahta hai, jo prices ko upar le jata hai.
Agar oil prices badhte hain, toh Indian oil marketing companies (OMCs) jaise BPCL, HPCL aur IOC ko fayda ho sakta hai, kyunki inki refining margins improve ho jati hain jab oil ke prices tezi se badhte hain.
Example: Agar yuddh ke karan crude oil ki supply disrupt hoti hai aur prices $90 per barrel se $120 per barrel ho jate hain, toh refining companies apne margins ko badha sakti hain. Iss case mein, BPCL ka stock upar ja sakta hai.
2. Defense Sector: Bharat Forge, HAL aur BEL
Yuddh ka asar sirf oil par nahi padta, defense equipment aur arms manufacturing ki demand bhi badh jati hai.
Bharat apna defense equipment Middle East countries ko export karta hai, aur agar Iran-Israel yuddh hota hai, toh regional security ke liye arms aur ammunition ki demand aur badh sakti hai.
Example: Bharat Forge, HAL (Hindustan Aeronautics Limited), aur BEL (Bharat Electronics Limited) jaise companies, jo military vehicles aur electronic warfare equipment banati hain, is yuddh se fayda utha sakti hain.
3. Energy Sector: NTPC, Tata Power aur Adani Green
Crude oil prices badhne ka sidha asar energy sector par hota hai. Jab oil prices badhte hain, tab duniya renewable energy aur alternative energy resources par zyada focus karti hai.
Bharat mein NTPC aur Tata Power jaise energy companies jo renewable energy mein invest kar rahi hain, unke stocks mein tezi aa sakti hai.
Example: Agar yuddh ke baad crude oil ki price $120 per barrel tak chali jaati hai, toh NTPC aur Adani Green jaise companies jo renewable energy par kaam kar rahi hain, unhe stock market mein investor interest dekhne ko milega.
Yuddh ki sthiti mein stock markets mein volatility badh jaati hai, aur aise mein investors apna paisa safe-haven assets jaise gold mein lagana shuru karte hain. Gold ki demand badhne par jewelry sector ke stocks ko fayda ho sakta hai.
Example: Agar Iran-Israel ke yuddh ke baad gold ke prices badh jaate hain, toh Titan jaise companies, jo jewelry market mein leading hain, unke stocks mein tezi dekhne ko mil sakti hai.
5. Pharma Sector: Dr. Reddy’s, Cipla, aur Sun Pharma
Yuddh ki sthiti mein, kai baar medical supplies ki zarurat badh jaati hai, khas kar Middle East mein. India ka pharma sector duniya bhar mein badi matra mein medicines supply karta hai. Is yuddh ke dauran, pharmaceutical exports mein tezi aa sakti hai.
Example: Agar Iran aur Israel ke yuddh ke karan Middle East ke deshon ko medical supplies ki zarurat badhti hai, toh Dr. Reddy’s aur Cipla jaise Indian pharmaceutical companies ko demand ke zyada hone se fayda ho sakta hai.
6. IT Sector: Infosys, TCS, aur Wipro
Middle East ke kai countries apne IT aur digital infrastructure ke liye Bharat ke IT services par depend karte hain.
Agar yuddh ke dauran regional instability hoti hai, toh IT infrastructure ke upgrade aur cyber security ki demand badh sakti hai, jo Indian IT companies ke liye mauke lekar aa sakta hai.
Example: TCS aur Infosys jaise companies jo Middle East mein IT projects handle karti hain, unki services ki demand yuddh ke baad badh sakti hai, jo unke stock prices ko boost karega.
7. Shipping Aur Logistics Sector: Gati, Blue Dart
Yuddh ke dauran supply chain aur logistics par asar padta hai, khas kar agar sea routes block ho jayein. Aise mein air freight aur alternate routes ke zarurat padti hai. Indian shipping aur logistics companies jaise Gati aur Blue Dart ko air freight se fayda ho sakta hai.
Example: Agar Middle East ke sea routes band hote hain, toh Gati jaise logistics companies jo air aur alternate routes par kaam karti hain, unki services ki demand badh sakti hai.
8. Chemical Aur Fertilizer Sector: Chambal Fertilizers, Tata Chemicals
Iran ek bada natural gas producer hai, jiska upyog fertilizers banane mein hota hai. Yuddh ke karan natural gas supply disrupt ho sakti hai, jo chemical aur fertilizer companies ko nayi opportunities de sakti hai.
Chambal Fertilizers aur Tata Chemicals jaise Indian companies ko fayda mil sakta hai.
Example: Agar Iran ki natural gas supply ruk jati hai, toh Tata Chemicals aur Chambal Fertilizers ko apne fertilizer production mein badhavat dekhne ko milegi, jisse unke stocks upar ja sakte hain.
9. Telecom Sector: Reliance Jio, Bharti Airtel
Telecom aur digital communication yuddh ke dauran ek zarurat ban jata hai.
Bharati Airtel aur Reliance Jio jaise telecom giants, jo global communication networks ke sath jude hain, unko aise waqt mein zyada demand ka fayda mil sakta hai, khas kar international data aur communication services ke liye.
Example: Bharti Airtel jo Middle East mein apne global communication services deti hai, unke clients ki demand yuddh ke baad badh sakti hai, jo unke revenues ko boost karega.
10. Aviation Sector: Indigo, SpiceJet
Yuddh ke dauran global aviation industry par bhi prabhav padta hai. Flights reroute hoti hain, aur fares yani kiraye mein badhotri aati hai.
Indian airlines jaise Indigo aur SpiceJet ko regional instability ke karan zyada demand ka fayda mil sakta hai, khas kar freight aur charter flights ke liye.
Example: Agar Middle East ke routes band hote hain, toh Indian airlines ko rerouting aur charter flights se zyada revenue generate karne ka mauka mil sakta hai.
Iran-Israel War Ka India Ke Stock Market Par Kya Asar Padega?
Agar Iran aur Israel ke beech yuddh hota hai, toh global crude oil prices mein tezi dekhne ko mil sakti hai, jo India ke trade deficit ko badha dega.
Oil-importing country hone ke karan, Bharat ko zyada paise kharch karne padenge, jisse inflation badh sakti hai. Iska sidha asar Bharat ke stock market par pad sakta hai.
1. Volatility Badhne Ka Khatra: Sensex aur Nifty mein short-term volatility dekhne ko milegi. Investors risky assets se paisa nikal kar safe-haven assets mein lagana shuru kar sakte hain.
2. Oil-dependent Sectors Par Pressure: Aviation, logistics, aur transport sectors par zyada pressure dekhne ko milega kyunki fuel prices badhne se inka cost badh jaata hai.
3. FII Outflows: Foreign Institutional Investors (FIIs) aise waqt mein apna paisa nikal kar safer markets mein invest karte hain, jo Indian equity market ke liye nuksan hoga.
Iran-Israel war me Shareholders Ko Kya Karna Chahiye?
2. Safe-haven Assets: Yuddh ke time par gold aur bonds mein invest karna aapke portfolio ko secure rakhega.
3. Short-term Correction Ka Samna: Yuddh ke dauran short-term correction aasakta hai, lekin panic selling se bachna chahiye. Aise waqt mein longterm growth potential ko nazar mein rakhte hue patience rakhna zaroori hai.
उम्मीद करता हूं आपको इस आर्टिकल से कुछ ना कुछ जरूर सीखने मिला होगा👍 अगर आपका शेयर मार्केट या इस आर्टिकल से जुड़ा कोई भी सवाल है तो नीचे कमेंट बॉक्स में पूछ सकते हैं.
