Iran-Israel-US tensions may trigger Nifty correction to 24,500, says Emkay. Sectors at risk, safe bets, oil shock impact and investor strategy explained
Stocks to Watch today: Aurobindo Pharma, GAIL India, Lupin, NCC, HG Infra, Brigade Enterprises and Anupam Rasayan are among the stocks to watch today, March 02, 2026
President Donald Trump suggested to the Daily Mail the conflict could last for four more weeks, while posting that attacks would continue until US objectives were met
Stocks to buy: Choice Equity Broking Technical Research Analyst Aakash Shah suggests Privi Speciality, Aditya Infotech, and Atlanta Electricals for buying
Atul and Pidilite Industries shares show strong bullish technical setups. Osho Krishan of Angel One recommend 'Buy' with defined stop losses and target prices.
During the October 1973 Yom Kippur War, Arab OPEC members, led by Saudi Arabia, implemented an oil embargo against the US and other nations that supported Israel that led to oil rising 300 per cent.
Tuhin Kanta Pandey outlines Sebi's focus on trust, transparency and data-driven regulation as it reassesses F&O risks and market governance
Escalating US-Iran tensions and fears of Strait of Hormuz disruptions are set to trigger a risk-off trade, with equities under pressure and oil, gold and safe-haven assets likely to gain
Fund management at GIFT-IFSC accelerated in FY26 Q3, with higher commitments, rising investor participation and growing traction in newly launched retail schemes
Paint stocks slipped in FY26 Q3 as weak decorative demand, intense competition and rising crude oil prices outweighed hopes of a volume-led recovery
With overseas MF limits nearly exhausted, funds like ICICI Prudential AMC are curbing inflows, nudging investors to seek global exposure via alternate routes
Besides, geopolitical situation, macroeconomic data announcements, global market trends, and trading activity of foreign investors would also influence investors' sentiment
The inflow was driven by secondary market buying, signalling renewed foreign confidence post-2025 outflows, said Vinit Bolinjkar, Head of Research at Ventura
'Equity markets ended the week under notable pressure as persistent geopolitical tensions and weakness in technology stocks weighed on sentiment'
Nifty IT index witnesses worst monthly decline in over 17 years
Gaudium IVF gained nearly 2% on debut, Omnitech IPO saw muted demand, while oil prices hit seven-month highs amid uncertainty over extended US-Iran talks
On the flip side, a deal between the US and Iran coupled with the excess global supply/capacity could see limit the upside after a volatile phase, analysts said.
Hitachi Energy India's stock has jumped 54% in a month on strong Q3 results, robust order flows and rising margin visibility, though analysts warn high valuations could amplify downside risks
BCAS flags rising delays, restrictive norms and ambiguities in Sebi's RA registration process, seeking clarity on migration, principal officer rules and eligibility for investor training entities
Shares of microfinance focused lenders saw sharp drop on Friday