The developments have intensified fears of a broader regional conflict, triggering risk-off sentiment across global markets. First Global, the instinctive reaction — panic selling — may be precisely the wrong move. In a detailed post on X, Mehra addressed both the geopolitical and financial dimensions of the unfolding US–Iran confrontation. “Spoiler alert: There is no need for panic selling - that is what the history of Geo political conflicts tell us.”That framing sets the tone. The Real Market Risk: Insurance, Not Oil Rather than framing the conflict in terms of oil supply disruptions alone, she shifts attention to insurance markets and regional risk premium.

Source: Mint March 01, 2026 15:39 UTC