If the war ends, who will be the happiest?

When Donald Trump said that the Iran conflict is nearing its end, global investors were actually doing some quick calculations:
If the situation eases, who will benefit?
The answer is actually quite interesting.
First, the beneficiaries are usually the stock market, especially tech stocks and growth stocks. Because these sectors are very sensitive to interest rates and liquidity.
If oil prices fall, inflation pressures decrease, and the Federal Reserve will have more room to cut interest rates.
Once rate cut expectations return, funds often flow back into risk assets.
Second, the beneficiaries are the consumer sector. Falling energy prices mean lower transportation costs, and consumers have more disposable income.
And the biggest impact might be on gold and oil stocks.
Because these assets tend to perform best during wartime, and once risks decrease, funds will partially withdraw.
This kind of rotation is actually very common in history.
So many investors' current strategy is quite simple:
Observe changes in market sentiment. $GT ‌#特朗普称伊朗战事接近尾声
If the situation truly eases, funds may flow from safe-haven assets to growth assets.
But if tensions rise again, safe-haven assets will once again become the main focus.
This is also why many institutions now maintain relatively diversified portfolios.
Because in an era of increasing global political uncertainty, no asset can lead forever.