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Trump’s Return Boosts Tehran Markets

Financial Times Markets •
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Donald Trump’s brief return to the White House sparked a rally in Tehran’s stock exchanges, lifting the Tehran Stock Exchange index by 3.5% in early trading.

The surge follows a pattern of investor optimism tied to Trump’s foreign‑policy promises, which analysts say could ease sanctions. Market watchers note the move coincides with a 12‑month uptick in foreign investment flows.

Bond yields in Iran fell 0.8 percentage points, reflecting lower perceived risk. The spike carries implications for U.S. firms eyeing Middle East expansion, as higher local equity returns may shift capital allocation.

Investors now face a clearer path to re‑engage with Iranian markets; the immediate uptick signals a tangible shift in risk appetite.