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Market Focus
Articles and videos tagged “Market Focus”.
Articles
AnalysisZarif's Foreign Affairs Vision and Iran's Markets: Two Scenarios for the Dollar, Gold, and Stocks
In a Foreign Affairs essay, former foreign minister Mohammad Javad Zarif argues that West Asia's own states should build the region's security and economic order. Sahmino lays out his case, the serious criticism of it, and the likely consequences for the dollar, gold, and the bourse under two scenarios, de-escalation and continued war, with a look at the July 21, 2026 market where the free-market dollar trades near 190,000 tomans.
AnalysisIran 2026 in the Mirror of The Economist: Civilizational Weight Against Economic Reality
The Economist's annual "The World Ahead 2026" special does not put Iran on the cover, yet Tehran recurs through its pages: a player with real geographic and civilizational weight, but an economy that constrains its ability to "enter the game." With the free-market dollar near 187,700 tomans, point-to-point inflation close to 88 percent, and the IMF projecting a 6.1 percent contraction for 2026, Sahmino measures the multipolar narrative against the numbers (21 July 2026).
NewsWhich Model Offers the Biggest Gain in Iran Khodro's Latest Instant Sale? (Monday, July 20, 2026)
Iran Khodro has offered four models in its latest instant-sale round with 30-day delivery. A comparison of factory and market prices shows a buyer gain of 72 to 242 million tomans and a margin of roughly 4.5% to 12.8%; the manual Tara tops the table and the Soren Plus sits at the bottom.
AnalysisThat Year the Price Was at Its Peak, Today It Is the Risk: The Lesson of 1399 for Stocks and Housing in 1405
In 1399 (2020 to 2021) the Tehran bourse peaked at a price-to-earnings ratio above 35 and a dollar market value up to 427 billion, while housing jumped 92 percent. Today, in Tir 1405 (July 2026), it is inverted: the bourse near a P/E of 6.4 and about 85 billion dollars, deeply discounted, and housing near its long-run dollar average but frozen, transactions down about 80 percent. The lesson of 1399: that year the price was at its peak; today the risk is.
AnalysisThe Market Was Red for Eight Days; These Five Stocks Rose Against the Tide: Anatomy of "Resilience" on the Tehran Exchange (Week Ending Saturday, 18 July 2026)
In the red week when Tehran's TEDPIX index posted an eighth straight decline, sliding from roughly 5,182,622 points (11 July) to around 4,777,285 points (Saturday, 18 July 2026 / 27 Tir 1405), five symbols showed a genuine multi-session uptrend: Fanavar (Tosan), Hormoz, Vakharazm, Sarood and Kakhak. This is a descriptive, educational report, not buy or sell advice; its focus is separating real resilience from a one-day dead-cat bounce.
AnalysisA reader asked us: the bourse has been red for eight days. Buy gold and dollars, or hunt for war-resistant stocks?
On Saturday 27 Tir 1405 (18 July 2026) the Tehran Stock Exchange main index fell 2.44% for its eighth straight red session, the same day the free-market dollar hit a record near 194,500 tomans. A reader asked: should I pull my money out of stocks and buy gold and dollars, or stay in the bourse and look for war-resistant shares? Sahmino's neutral framework for the dilemma, with dated figures and the intra-bourse divergence signal. This is not buy or sell advice.