As Iran targets Oil and Gas targets in Middle East and controlling the shipping of Oli and Gas it is obviously trying to choke Asia of Oil and Gas and drive up the PRICE OF CRUDE OIL.

Iran is aiming to hit the petro-dollar and related US Treasury Bonds to destroy the US Dollar.

This war will be unlike the ones before that fought in Middle East because of Iran’s choke hold on Oil supply through the Straits of Hormuz… and India will have to pay a VERY HEAVY PRICE…

for its IDIOTIC dependence on Crude Oil.

This War like all Wars before it could be a 10 year war.

Even if US takes over much of Iran, the war within it could continue to rage on for at least 10 yrs, like it did in Iraq, Syria, Libya, Afghanistan, etc.

Can the INDEX fall 50% from its peak? Who knows? Indian Stock Market fell 50% from its peak during the following times of UNUSUAL CRISIS:

Phase 1 of the war will be 1 month of Bombing.

Phase 2 of the war will be the start of Ground Invasion. Now Trump has given signals that they need to ENSURE that US doesn’t have to go to Iran again and again. To do this they need to have boots on the ground. US Troops could see a very high number of fatalities.

Phase 3 Either… Fall of Iran… or… Fall of Dollar. It could take around 2-5yrs for this to happen. If China and Russia will openly supply Iran with arms, information and ammunition. If US and NATO could do help Ukraine… Russia and China will help Iran for sure.

Phase 4 – New World Order – US will cease to be world power. Whether US succeeds in taking over Iran or fails in its attempt, there is a very good chance that US economy is going to crash. In 10 years time World will move on to new source of energy.

Most probably China will emerge as the VISHWAGURU… the NEW World Superpower.

India has a very good chance to seize this RARE opportunity to support its EV, BioGas, Hydrogen producing companies and make them the best in the world… but will they do it?

Without HEAVY Govt support to RENEWABLE ENERGY SECTOR India will not be able to seize this opportunity.

Or give more subsidies, incentives, and GST discounts to Petrol and Diesel consuming Companies?

I don’t think we will… we have always missed the bus… not because of ability… but because of corruption within the system.

Universe has given India once again a chance to become self sufficient or continue dependence on US and its Dollar as it continues to insult and threaten India.

I have moved some of my investments to dividend stocks as I expect the markets to fall further. As the dividends come I would be investing them in PSU stocks which are already available at good price and might fall further. I have sold out my IT stocks as I believe era-of-expertise of Indian IT companies is over… which was basically cheap IT-labour… AI seems to have removed this advantage Indian companies enjoyed.

This is just for educational purpose and not a buy or sell recommendation. I am not a market expert and your investment is ALWAYS at your own risk. Please consult your Financial Advisor before you invest in stock market as its very risky.

I BELIEVE THAT INDIA’s ONLY HOPE NOW IS RENEWABLE & SUSTAINABLE ENERGY. Govt has to support it 3x times more than what it has been doing. Things has to be done on a war footing.

Agriculture Sector must be TAXED … Farmers must be taxed on par with salaried person… farmers earning more than 1Lakh per acre (exempt up to 12 Lakh per yr like salary person).

• Farmers not implementing Biodigester on their farms must be taxed extra
• Farmers not having 1 pond per acre must be taxed extra.
• Farmers not having even 3kwh Solar Panels on farm must be taxed extra.

Govt has given a lot of subsidies to implement these. At least the farmers should apply for these 3 subsidies. (Govt should tax them if they do not apply for subsidies for these above 3 projects on their farm). If Govt is unable to provide and implement these then it is another matter.

Currently a lot of black money is converted to tax free white money as proceeds from agriculture sale. It is physically NOT possible as of 2026 to earn more than Rs 12 lakh per acre per year. You cannot defy the limits of physics.

Anything more than 12 Laks per acre per year should be taxed 10% (income should always calculated per acre and never without acre size).

This will enable total Income Tax to be kept at a flat rate of 10%. Cess and Surcharge on Tax which is by its nature double taxation should be stopped.