Indian Market

War Risk & The Wallet | Market Strategy Report Market Strategy Report · Geopolitical Risk Edition War Risk& The Wallet Saturday, February 28, 2026 Markets Reacting Now ⚡ Breaking: Geneva peace talks have collapsed. Reports of pre-emptive US-Israel strikes on Iranian facilities are driving gold, silver, and oil to year-highs. Here’s what it means for

126% TARIFF The Solar Wall The US Department of Commerce triggers a “Trade Policy Earthquake,” sealing off the American market for Indian-origin modules. ● Waaree: -10.5% ● Premier: -10% (Circuit) [ THE OPEN HORIZON ] Beyond the Barrier Texas-Oman Connection Manufacturing inside the wall to capture US Tax Credits (IRA). Domestic Surplus Local module prices

THE SECTION 122 PIVOT Navigating the 150-Day Trade Frontier | Effective 10:31 AM IST Strategic Realignment The White House has transitioned from broad emergency powers to the legacy Section 122 of the 1974 Trade Act. This move secures a five-month window, yet creates a volatile floor for global corporate planning. Explore Regulatory Impacts → Bilateral

Indian equity benchmarks, the Sensex and Nifty 50, opened with a massive gap-up on Monday, tracking a wave of global relief after the U.S. Supreme Court struck down President Donald Trump’s sweeping “Reciprocal Tariffs.” While the legal victory for exporters provided the initial spark, the market remains on edge as the White House pivoted to