I came across this interesting tweet listing Indian companies with operations or exposure with the country:
Given the rising geopolitical tensions and shifting global alliances, I’m curious —
- Are there other Indian-listed companies with strategic or significant exposure to either of these regions?
- How should we think about risk or opportunity here from a stock market perspective?
Further just trying to know which US companies have their operations in Iran and Israel?
Sometimes, even seemingly minor global developments can ripple into stock movements. Hence wondering if there’s more to look out for — any overlooked midcaps, exporters, or infra firms?
Would love to hear thoughts from fellow investors and analysts here. Just trying to map the real-world connections to my portfolios.