Rajesh Exports shares hit the 5% intraday lower circuit after the Serious Fraud Investigation Office (SFIO) said it would launch a formal fraud probe. The move follows Enforcement Directorate (ED) searches under the Foreign Exchange Management Act (FEMA) that flagged suspected revenue manipulation, missing overseas-transaction documents and unusual pay structures, while Sebi issued an interim order on June 3 barring the promoter from trading the company’s securities. The company, India’s largest gold refiner and jeweller, denied the allegations and said it will contest them through legal channels.

Blue Cloud Softech said it is in non-binding discussions with SpaceX on potential collaboration in artificial intelligence technologies, sending its shares up 17% to ₹21.67 and outperforming the broader market. The Indian small-cap IT services firm has a market capitalisation of about ₹1,592 crore. The company said the talks are at an early stage with no legal commitment, and any deal would require due diligence, approvals and definitive agreements. The announcement also fuelled short-term trading interest in AI-themed small-cap stocks.

A sharp monsoon delay and persistent heat in Khargone district of Madhya Pradesh are causing widespread wilting in cotton, chilli, maize and other crops, with farmers reporting severe moisture stress and many tube wells and surface water sources running dry. The area is a key producer of export-grade cotton in India, and the monsoon normally arrives by June 15 but has been delayed. Farmers say that without effective rainfall over the next four to eight days, losses could be heavy. The disruption is weighing on near- to mid-term expectations for global cotton supply.

Global markets rebounded after reports that the United States and Iran reached a temporary ceasefire that includes releasing Iran’s frozen assets and pursuing talks on easing sanctions within a 60-day window. The news also sent oil prices sharply lower, easing near-term fears of Middle East supply disruptions. Jefferies said the arrangement looks highly fragile, warning of significant domestic resistance in the United States even as it has reduced immediate risk premiums in energy markets. The oil-price drop was driven directly by the ceasefire headlines rather than a knock-on effect from equities or broader indexes.

About 80 million barrels of crude are sitting at the Persian Gulf’s gateway, waiting to exit through the Strait of Hormuz. Roughly 40 very large crude carriers are standing by inside the Gulf, while 21 more are sailing toward Asia and some are nearing the strait. Abu Dhabi National Oil Co. has told customers to resume loading. A full reopening could quickly release the backlog into global markets, potentially easing tight supply and damping oil-price swings.

The United States and Iran signed an agreement at France’s Palace of Versailles, reaching a fragile ceasefire. Cargo traffic has cautiously resumed through the Strait of Hormuz, easing pressure on oil supplies and pushing crude prices lower. In the United States, retail gasoline prices have fallen by nearly $1 a gallon in a week. The deal includes a 60-day negotiating window, but Hezbollah’s attack on Israeli forces and Israel’s retaliatory airstrikes have already eroded trust.

Foreign institutional investors (FIIs) were net sellers of ₹40,486 crore in Indian equities in the first half of June 2026, with oil & gas seeing ₹10,488 crore of outflows, the second-largest sectoral exit for the month. Combined with continued selling in April and May, foreign investors have withdrawn more than ₹2.74 lakh crore from Indian stocks so far in 2026. The pressure was concentrated in cyclical sectors such as financials, oil & gas and automobiles, while telecom and services posted small inflows. The figures reflect tightening global risk appetite and portfolio rebalancing away from higher-valuation energy stocks.

The White House said U.S. Vice President JD Vance’s planned trip to Switzerland to lead the next round of U.S.-Iran talks has been delayed, without giving a reason. The two sides had signed the “Islamabad Memorandum of Understanding between the United States of America and the Islamic Republic of Iran,” committing to reach a final peace deal within 60 days and reopening commercial shipping through the Strait of Hormuz. With the strait carrying nearly 20% of global oil shipments, the postponement raised concerns about transit stability and regional supply risks. Brent crude rose more than 0.3% to above $80 a barrel, while WTI gained 0.5% to $76.28 a barrel.

印度政府确认马耳他籍LNG船Disha于6月15日安全通过霍尔木兹海峡，载62,370吨LNG驶向古吉拉特邦达赫杰港；此后暂无其他印度籍船舶离波斯湾。航运部正协同石油、外交等多部门推动印籍船舶及能源货物返航，已处理超13,000通船员求助电话，完成3,639名海员安全遣返。港口运营正常，无拥堵。