​Domestic markets ended lower on Monday. LIC and Campus Activewear gained on strong triggers, while Pine Labs and RVNL declined after quarterly earnings.
Indian benchmark indices Sensex and Nifty closed significantly lower on Tuesday, impacted by a downturn in banking, oil and gas, and pharma stocks. Investor sentiment shifted following U.S. strikes in southern Iran, reigniting Middle East conflict concerns. Broader markets, however, showed resilience, with midcap and smallcap indices posting gains.
The Indian rupee weakened against the dollar as crude oil prices surged amid fading hopes for a U.S.-Iran peace deal. State-run banks intervened to cushion the fall. Rising inflation concerns are prompting analysts to anticipate a Reserve Bank of India rate hike, though economists expect rates to remain steady. The RBI is exploring measures to boost dollar inflows.
Bernstein sees a significant rally potential of up to 34% in affordable housing finance stocks like Home First Finance and Aptus Value Housing. Favorable trends, improving business momentum, and stable operating conditions are driving this optimism. Despite attractive valuations, the sector benefits from low mortgage penetration and a strong competitive moat.
​Taiwan has overtaken India to become the world’s fifth-largest stock market, driven by a massive rally in semiconductor giant TSMC amid the global artificial intelligence boom. Strong investor demand for AI-linked infrastructure and advanced chip manufacturing has reshaped global equity rankings and redirected capital towards technology-heavy markets.​
Kent RO Systems has postponed its stock market debut. The Indian water purifier maker cites global market volatility, worsened by the Iran conflict, as the reason. Rising costs for raw materials also impact operations. The company will reassess its IPO plans in at least a year. Despite challenges, Kent expects revenue growth driven by low water purifier adoption in India.
Campus Activewear shares rallied nearly 7% after the company reported strong Q4 FY26 earnings, driven by healthy revenue growth, expanding margins, and improved profitability. The footwear maker also crossed the Rs 1,770 crore revenue milestone in FY26, supported by stronger premium product demand and improving operational efficiency.
West Asian tensions are creating market uncertainty. Investors face prolonged volatility for months or years. Some Asian markets like Singapore and Taiwan are outperforming the US. Investors should look beyond the S&P 500. AI investments need careful scrutiny. US bond yields are expected to remain elevated, impacting global capital flows.
HFCL shares jumped on Tuesday, extending their winning streak to a fifth straight session with gains of over 22% during this period. Technical analyst Ruchit Jain said the stock has witnessed renewed buying interest over the past two months, supported by strong volumes that indicate an ongoing uptrend.
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