Analysis
Indian Stock Reversals Around the 2025 Israel-Iran War
iran-war-stock-reversal-analysis
An event study of Nifty 50, Next 50, Midcap 100 and Smallcap 50 constituents' drawdown during the 12-Day War (13–24 June 2025) and their bounce-back after the ceasefire.
Answers which stock and category drew down most, which industries fell hardest, which stocks recovered fastest post-ceasefire, and which industries bounced back most.
Fixed in review
- The single biggest issue: the original draft analyzed the wrong dates entirely — 2–25 March 2026, which corresponds to no real event. Corrected to the verified conflict window (13–24 June 2025) with citations.
- A required manual Colab file-upload step, replaced with a programmatic NSE-archive fetch.
- A rank-numbering bug from .iterrows() after sorting.
- A 0.0-is-falsy bug that treated an exact 0.00% return as missing data.
- Roughly 200 individual per-stock API calls replaced with batched downloads.
- Five near-duplicate analysis cells consolidated into one pipeline.
Event studyDrawdownGeopolitical riskNSE