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A huge relief rally was underway in the stock market Wednesday following a two-week cease-fire deal between the U.S. and Iran.

The brokerage remains constructive on Indian equities, with expectations of double-digit earnings growth and relatively stable macroeconomic conditions

Falling interest rates and oil prices, which could put more money into the pockets of potential home buyers, provide some hope for a turnaround.

The Iran cease-fire may be the ‘green light’ the Fed needs.

SEBI rolled out a framework marking pledged shares as “non-transferable” during lock-in, simplifying compliance and enhancing transparency. The regulator also extended IPO observation letter validity amid market challenges.

Trump’s two-week ceasefire announcement boosted Nifty and global markets, with strong gains across banking, auto, and energy sectors. Technical indicators signal continued bullish momentum, while investors remain cautious of geopolitical risks.

Nifty surged on US President Trump’s two-week pause, supported by banks, auto, and energy sectors. Analysts recommend Hindustan Copper and Hindustan Petroleum for short-term gains with defined stop-loss strategies.

‘Non-transferable’ tag to ensure compliance with IPO lock-in norms under ICDR rules

Of the S&P 500’s top 20 biggest decliners, 19 companies are in either the oil and gas or the fertilizer business, and the other one is in agriculture.

Nifty closed at 23,997.35, up 873.70 points or 3.78%; Sensex settled at 77,562.90, adding 2,946 points or 3.95%

Pakistan’s stock market surged sharply after a temporary ceasefire between the United States and Iran eased tensions. The rally triggered a trading halt amid volatility, reversing earlier losses, as improved sentiment and hopes of diplomatic progress lifted investor confidence.

Brent fell as much as 17% before trading around $92 a barrel, while European natural gas futures posted their biggest decline in more than two years, shedding as much as 20%

Dhiraj Relli warns elevated crude prices may impact inflation, rates and earnings amid global uncertainty. However, India’s macro remains stable with steady growth, improving valuations and favourable risk-reward, as markets shift toward stock-specific opportunities and broader earnings participation.

The prospect of supplies recommencing from the Strait of Hormuz, crude oil and LPG prices have eased thereby reducing the pressure on marketing margins and LPG under recoveries of oil marketing companies

HDFC Securities report highlights India’s macro stability despite global risks, with steady growth, moderating inflation and controlled fiscal trends. Earnings may grow modestly, valuations are cooling, and markets near a bottom, offering selective opportunities supported by domestic liquidity and retail participation.

Markets rallied after Donald Trump announced a two week pause, boosting sentiment across sectors. Nifty and Sensex surged led by banks, autos and energy, while stocks like Adani group, Tata Motors and LIC posted significant gains, though oil stocks declined.

There is still a lot of negotiating ahead, with conflicting demands from Washington and Tehran, according to the analysts

Ten BSE 500 stocks, including Adani Energy Solutions and Titan Company, hit fresh 52-week highs as the broader market rally lifted shares up to 15% in the past month.

Ray Dalio warns markets are underestimating a prolonged global conflict, calling current tensions a “world war.” He highlights shifting alliances, systemic breakdowns, and long-term risks that could significantly impact global markets.

Sensex, Nifty, Share Prices Highlights: Equity benchmark indices Sensex and Nifty ended nearly 4% higher on Wednesday, following an impressive rally in global markets and a drop in crude oil prices, after the US and Iran announced a two-week ceasefire.

Goldman Sachs senior trader sees limited upside for U.S. stocks after the cease-fire between the U.S. and Iran.

At the interbank foreign exchange market, the rupee opened at 92.92 against the US dollar, then gained ground to touch 92.56 against the US dollar in initial trade and finally ended the day at 92.59

Ace investor Dolly Khanna added two new stocks to her portfolio in the March quarter, picking up stakes in Chennai Petroleum Corporation and multibagger Sharda Cropchem. Both stocks delivered strong one-year returns, with Sharda Cropchem surging 119%. Khanna now publicly holds 11 stocks worth over Rs 459 crore.

Adani Ports and Special Economic Zone advanced 8% to ₹1,490.20 and touched an intraday high of ₹1,505.70. Power-focused entity Adani Power rose over 6% to ₹174.35

Heavyweights Axis Bank, HDFC Bank, State Bank of India, ICICI Bank and Kotak Mahindra Bank gained between 3 per cent and 5 per cent.

Despite a 12.5% Sensex decline in 2026, ten mid-cap stocks have defied the downturn, delivering 37% to 83% gains, showcasing resilience and standout performance amid broader market volatility and uncertainty.

India VIX, which measures volatility in markets, eased nearly 21% on Wednesday after Iran and US announced a temporary ceasefire to their raging war in the Middle East, cooling off the skyrocketing rally in oil prices and bringing back risk-on sentiment on Dalal Street, although analysts still advise caution.

Tata Motors Limited (formerly TML Commercial Vehicles Limited), listed on the NSE under NIFTY NEXT 50, was trading at ₹435.05 as of 10.41 AM, up ₹39.00 or 9.85 per cent from its previous close of ₹396.05

Despite inflation remaining within the target band, the central bank flagged rising risks from volatile oil prices and potential second-round effects that could weigh on consumption and delay investment recovery

Adani Group stocks surged significantly on Wednesday. This rally followed Gautam Adani's move to dismiss a US Securities and Exchange Commission civil fraud case. The US District Court granted Adani's request for a pre-motion conference. Adani Green Energy shares saw a substantial jump, boosted by a target price upgrade from Macquarie. Adani Ports also benefited from easing geopolitical tensions.

LIC Bonus Share: Shares of Life Insurance Corporation of India surged over 8% after the PSU giant said its board will meet on April 13 to consider its first-ever bonus issue. The rally comes amid broader market optimism, with the Sensex and Nifty 50 jumping after the Strait of Hormuz reopening announcement.

Paint and tyre company shares surged on Wednesday as oil prices dropped significantly. This followed a ceasefire agreement between the US and Iran, leading to the reopening of the Strait of Hormuz. The development eased concerns about rising raw material costs for these companies. Investors reacted positively to the news, boosting stock prices.

Falling crude prices sparked a sectoral shift in markets, with OMCs, airlines and consumption stocks rallying on improved margins, while upstream oil companies declined, reflecting divergent impacts of softer oil on earnings and valuations.

Brokerage Bernstein set a year-end target of 26,000 for the Nifty 50, with strategist Venugopal Garre saying the United States–Iran ceasefire marks an “off-ramp” from recent hostilities. Falling crude risks support rebounds in financials, oil marketing companies, travel, chemicals, paints and construction.

Amidst geopolitical tensions and rising inflation fears, analysts anticipate the RBI may hike its policy repo rate by 50 basis points in 2026. This potential shift could significantly impact rate-sensitive sectors like banking and real estate, which are already showing signs of fragility despite current demand.

A two-week ceasefire between the US and Iran has boosted Indian stocks. Brent crude prices fell significantly after the agreement to reopen the Strait of Hormuz. This eased supply disruption fears, leading to sharp gains in aviation, refining, and infrastructure sectors. Companies with significant Middle East exposure saw substantial rallies. The development is expected to positively influence market sentiment.