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HUL shares in focus after FMCG major completes Rs 307 cr stake sale in Wellbeing Nutrition
https://economictimes.indiatimes.com/markets/stocks/news/hul-shares-in-focus-after-fmcg-major-completes-rs-307-cr-stake-sale-in-wellbeing-nutrition/articleshow/129066024.cms

Hindustan Unilever has completed the sale of its stake in Wellbeing Nutrition for Rs 307 crore. USV Private Limited acquired a majority stake in the wellness supplement brand. Wellbeing Nutrition offers various health products and has seen revenue growth. HUL also recently acquired full ownership of OZiva.
Iran war shock for Nifty bulls: How to tweak your portfolio for peace of mind
https://economictimes.indiatimes.com/markets/stocks/news/iran-war-shock-for-nifty-bulls-how-to-tweak-your-portfolio-for-peace-of-mind/articleshow/129066221.cms

Indian stock markets are experiencing a sharp decline due to escalating Middle East tensions. Experts advise against panic selling, urging investors to identify quality businesses for long-term gains. Brokerages are recalibrating portfolios, favoring domestic cyclicals and specific sectors. While near-term volatility persists, historical data suggests geopolitical conflicts lead to temporary corrections, presenting opportunities for patient investors.
Silver jumps Rs 8,700/kg, gold rises Rs 1,600/10g as Middle East conflict enters day 6. Time to buy or wait for dip?
https://economictimes.indiatimes.com/markets/stocks/news/silver-jumps-rs-8700/kg-gold-rises-rs-1600/10g-as-middle-east-conflict-enters-day-6-time-to-buy-or-wait-for-dip/articleshow/129066766.cms

Gold and silver prices opened sharply higher on the Multi-Commodity Exchange of India on Thursday. Escalating Middle East tensions boosted safe-haven demand. A softer US dollar also made bullion more attractive. MCX Gold futures for April 2026 delivery rose over Rs 1,600. Silver futures for May 2026 delivery soared by Rs 8,700.
Sensex jumps over 1,100 pts, Nifty above 24,800: 5 factors behind market recovery amid geopolitical jitters
https://economictimes.indiatimes.com/markets/stocks/news/why-stock-market-is-rising-today-sensex-jumps-400-pts-nifty-above-24600-4-reasons-behind-market-recovery-amid-geopolitical-jitters/articleshow/129066825.cms

Indian stock markets surged on Thursday, with the Sensex and Nifty opening significantly higher. This rebound followed a previous selloff, as investor sentiment improved due to hopes of de-escalation in Middle East geopolitical tensions. The gains added substantial value to the total market capitalization.
Crude shock: After 65% annual surge, Iran-Israel war raises margin fears for BPCL, IOC and HPCL. Time to sell?
https://economictimes.indiatimes.com/markets/stocks/news/crude-shock-after-65-annual-surge-iran-israel-war-raises-margin-fears-for-bpcl-ioc-and-hpcl-time-to-sell/articleshow/129067580.cms

Oil marketing companies saw significant stock gains from low crude prices. However, escalating Iran-Israel/US tensions have driven crude prices up nearly 30% this year. This surge risks squeezing refining margins and impacting profitability. Experts advise investors to book profits and consider a sell-on-rise strategy as crude prices are expected to move higher, negatively affecting OMC stocks.
Stocks to buy: Bajaj Finance, SBI, HDFC Bank among Axis Securities’ 15 top picks
https://economictimes.indiatimes.com/markets/stocks/news/stocks-to-buy-bajaj-finance-sbi-hdfc-bank-among-axis-securities-15-top-picks/slideshow/129068091.cms

Axis Securities has identified 15 top stock picks, maintaining an overweight stance on BFSI, telecom, consumption, healthcare, and interest-rate sensitive sectors. The brokerage favors discretionary and retail consumption plays, along with select capex-linked cyclical stocks, while expressing caution on IT in the medium term.
JP Morgan initiates coverage on Adani Ports, JSW Infrastructure with overweight ratings; shares rally 2%
https://economictimes.indiatimes.com/markets/stocks/news/jp-morgan-initiates-coverage-on-adani-ports-jsw-infrastructure-with-overweight-ratings-shares-rally-2/articleshow/129068252.cms

Adani Ports and JSW Infrastructure shares saw gains after JP Morgan initiated coverage with overweight ratings. The brokerage sees strong growth in India's ports sector. JP Morgan has set price targets for both companies, anticipating significant expansion and revenue growth. Both firms are investing in logistics and warehousing, diversifying their operations. Their financial health remains robust despite expansion plans.
Reliance Industries shares rally 3%. How crude oil price impacts its margin
https://economictimes.indiatimes.com/markets/stocks/news/reliance-industries-shares-rally-3-how-crude-oil-price-impacts-its-margin/articleshow/129069224.cms

Reliance Industries shares jumped as brokerages said the recent selloff was overdone and noted the company could benefit from rising crude prices amid Middle East tensions. Analysts expect supply disruptions to boost refining margins, with diesel cracks surging to $35–$42 per barrel, potentially benefiting the company’s oil-to-chemicals business.
India VIX eases 17% after massive 52% flare up in just 2 sessions amid Middle East war. What should traders do?
https://economictimes.indiatimes.com/markets/stocks/news/india-vix-eases-17-after-massive-52-flare-up-in-just-2-sessions-amid-middle-east-war-what-should-traders-do/articleshow/129070000.cms

India VIX cooled on Thursday after a sharp 52% surge in just two sessions triggered by escalating Middle East tensions. Despite the pullback, volatility remains elevated near 19, prompting experts to advise traders to stay cautious, hedge portfolios and avoid aggressive positions until greater clarity emerges on the Iran–Israel–US conflict.
L&T shares rise 2% after falling for 4 days: Here's why Motilal Oswal still remains cautious
https://economictimes.indiatimes.com/markets/stocks/news/lt-shares-rise-2-after-falling-for-4-days-heres-why-motilal-oswal-still-remains-cautious/articleshow/129070924.cms

L&T shares rose over 2% after four days of losses as hopes of easing Iran-Israel tensions lifted sentiment. However, Motilal Oswal remains cautious, citing the company’s significant Middle East exposure, risks to EPC execution, and potential valuation pressures from AI disruption in its IT subsidiary.
Bharat Forge shares surge 4% as Class 8 truck orders jump 159% year-on-year. Check details
https://economictimes.indiatimes.com/markets/stocks/news/bharat-forge-shares-surge-4-as-class-8-truck-orders-jump-159-year-on-year-check-details/articleshow/129071760.cms

Bharat Forge shares rose 4% after strong growth in North America’s Class 8 truck orders, which jumped 159% year-on-year in February. The surge signals improving demand in the commercial vehicle cycle, a key export market for the company, which also reported robust profit and revenue growth in the December quarter.
From red to black: 50 companies turn losses into profit in Q3. Do you own them?
https://economictimes.indiatimes.com/markets/stocks/news/from-red-to-black-50-companies-turn-losses-into-profit-in-q3-do-you-own-them/articleshow/129074065.cms

India Inc. witnessed a significant turnaround in the December quarter, with approximately 50 listed companies swinging from losses to profits. This broad-based recovery spans sectors like aviation, banking, and logistics, driven by strong demand and improved operating leverage. Brokerages are turning constructive, with earnings growth meeting expectations and valuations appearing reasonable.
Force Motors shares fall 4% as SEBI seeks additional information on Q2 FY25 results
https://economictimes.indiatimes.com/markets/stocks/news/force-motors-shares-fall-4-as-sebi-seeks-additional-information-on-q2-fy25-results/articleshow/129082684.cms

Force Motors shares dropped up to 4% after the company disclosed that SEBI has sought additional information related to its Q2 FY25 financial results announcement. The regulator has asked for details including chronology of events, insiders and structured digital database extracts. The company said there is no financial impact and will respond within timelines.
Data Patterns among 6 stocks that hit 52-week highs & rallied up to 33% in a month
https://economictimes.indiatimes.com/markets/stocks/news/data-patterns-among-6-stocks-that-hit-52-week-highs-amp-rallied-up-to-33-in-a-month/slideshow/129091950.cms

The BSE Sensex surged 900 points to close above 80,000, pushing several stocks to fresh yearly highs. Companies including Data Patterns (India), Sai Life Sciences, Vardhman Textiles, and Lupin showed strong momentum with notable gains over the past month.
Ahead of Market: 10 things that will decide stock market action on Friday
https://economictimes.indiatimes.com/markets/stocks/news/ahead-of-market-10-things-that-will-decide-stock-market-action-on-friday/articleshow/129099546.cms

Indian equities rebounded sharply as the BSE Sensex surged 900 points to 80,015 and the NSE Nifty 50 rose 285 points, tracking a recovery in global markets. Buying in metals, auto and realty supported gains while IT stocks lagged.
Relief rally lifts Sensex, Nifty on hopes of de-escalation in Iran-Israel war
https://economictimes.indiatimes.com/markets/stocks/news/relief-rally-lifts-sensex-nifty-on-hopes-of-de-escalation-in-iran-israel-war/articleshow/129122197.cms

Indian stocks experienced a significant rebound on Thursday, mirroring gains across Asian markets. This relief rally, driven by hopes of de-escalating geopolitical tensions and oversold technical conditions, saw the Nifty and Sensex close higher. While the market showed strength, analysts caution that this recovery might be temporary until clearer signals emerge.
Metal shares surge as West Asia conflict fuels global aluminium price spike
https://economictimes.indiatimes.com/markets/stocks/news/metal-shares-surge-as-west-asia-conflict-fuels-global-aluminium-price-spike/articleshow/129122385.cms

Indian metal stocks saw a significant rise today. Aluminium manufacturers led the gains. The closure of the Strait of Hormuz due to the West Asia conflict is impacting supply chains. This is expected to push up metal prices. National Aluminium Co, Hindalco, and other metal companies registered strong gains. The Nifty Metal Index outperformed the broader market.