Just caught the Indian market getting hit hard today. The red showing up across major indices tells you everything about how geopolitical tensions are rattling investor confidence right now.

Looking at the numbers, BSE Sensex dropped nearly 683 points to settle around 80,605, while NSE Nifty fell 233 points to 24,945. That's a solid 0.8 to 0.9 percent decline, and honestly, it's not hard to see why. Trump basically signaled that the U.S.-Israeli military operations against Iranian targets could stretch on for weeks. Israel's been ramping up airstrikes on Tehran and expanding into Lebanon with attacks on Hezbollah positions. The whole Middle East situation is getting messier.

What's interesting is how different sectors reacted. You had your defensive plays like ONGC and Oil India actually moving up because crude prices jumped above $80 a barrel on the back of all this Middle East action. Meanwhile, some of the bigger names took a beating. Adani Ports dropped over 2 percent, L&T and Indigo both cratered around 4 percent, and SpiceJet got absolutely hammered at 4.5 percent after a court ruling went against them on a share transfer deal.

Tata Motors lost nearly 2 percent even though they reported a solid 35 percent year-on-year sales bump in February. That's the kind of disconnect you see when macro fears override company-specific news. Bajaj Finance and Asian Paints were down about 2 percent each.

The only bright spot was Bharti Airtel inching slightly higher after announcing that Google partnership for messaging. But honestly, with Indian investors clearly spooked by what's happening geopolitically, it's hard to see much momentum building until things settle down in the region. This is the kind of day that reminds you how quickly global events can shake emerging markets.