Stock Market LIVE Updates, Sensex Today: Sensex Drops 750 Points, Nifty Down 180 Amid Mixed Global Cues, Oil Rallies
THE THESIS With Brent whipsawing above $100 on Strait of Hormuz attacks before easing to ~$98, US indices red on Iran uncertainty, and India VIX cooling but still elevated, the conviction tilt is unambiguously defensive-quality. The book is leaning into FMCG with pricing power and large-cap industrial compounders – not chasing risk-on cyclicals into a…