‘Not a trading moment but…,’ Experts on how investors can strengthen portfolio as Iran war rattles Dalal Street
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- Sensex fell 516 points (0.66%) to 77,328.19 on 8 May 2026, extending losses for a second day amid heightened Iran‑Israel‑US tensions.
- Nifty 50 dropped 151 points (0.62%) to 24,176.15 on the same day, continuing a correction after a 9% crash in March 2026.
- Arijit Sen advised retirees to keep a cash buffer and prioritize short‑duration, high‑quality fixed‑income to preserve liquidity during market volatility.
- Abhishek Kumar recommended rotating excess liquidity into sectors that benefit from geopolitical supply shocks—energy, defense, and precious metals—while maintaining regular contributions to diversified index funds.
- Iran‑Israel‑US flare‑up has been identified as a market shock that creates tactical opportunities but does not warrant a wholesale change to long‑term financial plans, per investment advisers.
Why it matters: Retirees with cash buffers avoid forced sales, while active investors can capture rebounds by adding to energy, defense, and precious‑metal funds as yields rise and equity multiples compress.
