Raj Nair, Chairman of Avalon Consulting, shared his perspective with ET NOW on the evolving US–Iran situation and its implications for India and global markets.
He highlighted that while there is cautious optimism around a potential resolution, the outcome will be shaped by oil prices, US political pressures, Russia’s financial position, and broader geopolitical linkages involving China and Pakistan.
He also noted that India’s direct role may remain limited, while any de-escalation could have meaningful implications for energy prices, trade flows, and financial markets.
