Stock Market LIVE Updates, Sensex Today: Sensex Drops 750 Points, Nifty Down 180 Amid Mixed Global Cues, Oil Rallies

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…

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Stock Market, Sensex Today: Sensex Closes 700 Points Lower, Nifty Down 200 As Oil Prices Hit 2

Stock Market, Sensex Today: Sensex Closes 700 Points Lower, Nifty Down 200 As Oil Prices Hit $102

The Thesis InvestorAi is betting on India’s metals and infrastructure cycle. Three of seven conviction picks are steel and aluminium – a directional bet on domestic capex acceleration as VIX drops below 19 and US-Iran ceasefire expectations ease geopolitical risk. Brent near $97 keeps steel margins firm while falling volatility invites cyclical re-rating. Where We’re…

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Stock Market, Sensex Today: Sensex Closes 700 Points Lower, Nifty Down 200 As Oil Prices Hit 2

Stock Market LIVE Updates, Sensex Today: Sensex Drops 500 Points, Nifty Down 130 As Oil Prices Surge

Focus on Fertiliser stocks – Expect positive for fertilizer stocks after the Cabinet approves Rs 41,534 crore Phosphatic and Potassic fertilizers subsidy for kharif 2026 season Focus on IT stocks – Expect momentum on IT stocks ahead of tech major TCS will announce Q4 results post market today. Focus on oil marketing, tyre, paints, gold…

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