NSE close · Thu, 1 OctNifty 5022,421.95▼ 0.88%Nifty Bank54,450.75▼ 0.33%Midcap 10058,732.00▼ 1.01%Smallcap 25017,589.05▼ 1.18%India VIX14.46▲ 7.19%IT28,304.70▲ 2.17%Auto25,384.95▼ 3.46%Pharma26,311.55▼ 0.48%FMCG43,789.85▼ 1.61%Metal12,460.70▼ 2.35%Realty835.00▼ 1.46%Energy36,388.15▼ 0.68%PSU Bank7,937.80▼ 0.98%Financials24,556.10▼ 0.38%Media1,546.30▼ 2.33%Defence9,142.55▼ 1.45%Durables35,927.80▼ 1.91%Biggest movesMONEYVIEW▲ 58.5%MOLBIO▲ 15.6%THOMASCOTT▲ 12.3%AUGMONT▲ 10.0%HEROMOTORS▲ 10.0%VIVIANA▲ 10.0%LOKESHMACH▲ 9.5%ANAWIL▼ 11.0%
Topic
Geopolitics● +7% net tone today
- Mediators are working with Iran and the US on a deal to end fighting and open the Strait of Hormuz
- Crude oil above $100 a barrel weighed on Indian stocks as hopes for a US-Iran deal faded
- Brent crude rose above $106 a barrel after Trump rejected Iran’s ceasefire conditions
Stories per day
4227 Sept
10628 Sept
7029 Sept
6030 Sept
481 Oct
582 Oct
103 Oct
Quant Mutual Fund says investors should stay agile in portfolio allocation amid market shifts
- Quant Mutual Fund urged investors to stay agile in portfolio allocation amid market shifts
Indian stocks face a cyclical correction, not a deeper earnings reset: Mahindra Manulife MF CIO
- The CIO characterises the market decline as a cyclical correction, not a deeper earnings reset
- Near-term uncertainties include energy price volatility, geopolitical tensions and AI-led impacts
US-Iran war news LIVE: Two oil tankers attacked in Strait of Hormuz by 'unidentified projectiles,' says UKMTO
- UKMTO said two oil tankers were struck by unidentified projectiles in the Strait of Hormuz
- The agency made the statement on Friday, local time
- Higher crude-price risk could pressure Indian oil-marketing companies and benefit upstream producers
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Saudi Arabia Weighs Multi-Front Offensive Against Houthis: Reports
- Saudi Arabia is weighing a possible offensive against Iran-backed Houthi forces in Yemen
- The plan aims to regain control of the strategic Bab el-Mandeb strait
In Graphics: How the cost of Iran war piled up
- India paid more for crude oil despite importing less as prices rose
- Higher import costs can pressure Indian oil marketing companies
AI earnings shield US stocks, but bond risks rise: Jefferies' Wood
- US equities have remained strong, supported by earnings growth from the AI capital expenditure cycle
- Rising bond yields and geopolitical risks are increasing risks
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Hormuz LNG shipments reach post-war high in September, with reports differing on cargo count
- Business Standard and Economic Times report 19 cargoes; Times of India says 19 to 21
- Business Standard says 13 cargoes came from Qatar and six from the UAE
- More LNG flows may ease supply concerns for Indian gas buyers, including Petronet LNG
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Putin warns Russia will use ‘all weapons’ against NATO aggression: Why Kaliningrad is latest flashpoint
- Putin warned Russia would use “all weapons” against NATO aggression
- Kaliningrad is the latest flashpoint in a broader Russia-NATO security dilemma
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‘There are no rules now’: Zelensky reveals Putin’s alleged new war order
- Zelensky alleged Putin changed his war order as Russia intensified aerial attacks on Kyiv and other Ukrainian cities
Department of Commerce extends RELIEF program timelines to support exporters facing geopolitical risks
- Department of Commerce extended timelines under Component II of RELIEF to support exporters facing geopolitical risks
- More time under RELIEF may aid Indian exporters facing disrupted routes and higher logistics costs
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If Trump imposes tariffs, will buying crude from Russia make economic sense for India?
- Russia's share of India's crude imports was below 2% before the war with Ukraine
- Russian crude purchasing economics matter to Indian refiners and their margins
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North Korea Launches Projectile Into Eastern Waters After Fresh South Korea Row
- North Korea launched a projectile into eastern waters after a row with South Korea
- The launch followed Kim Yo Jong ridiculing South Korea’s demands for an apology
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North Korea test-fires ballistic missile
- North Korea fired a ballistic missile toward the sea on Saturday
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Yemen hits 20 Houthi targets as US deploys another carrier to West Asia
- Fighting intensified in Yemen's Taiz province, with 20 Houthi targets hit
- The US deployed another aircraft carrier and 10,000 sailors and Marines to West Asia
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The macro manifesto: Decoding the new world order & re-routing of smart money
- The article discusses how global economic shifts are reshaping capital allocation and investment strategies
- Geopolitical conflicts and technology rivalries are among the forces cited








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