×

Markets Rebound as IT Strengths Offset Geopolitical Jitters

Indian equities witnessed a volatile week, with escalating Middle East tensions triggering sharp selling before strong gains in IT stocks helped markets recover. The Nifty 50 and Sensex rebounded from weekly lows, although sentiment remained cautious amid rising crude oil prices and global uncertainty.

Sectorally, Nifty IT led the gains, supported by strong Q1 earnings from TCS, while energy stocks remained in focus as Brent crude surged above $78 per barrel following the U.S.-Iran conflict. Broader markets, however, faced intermittent pressure due to concerns over inflation and higher oil prices.

Globally, markets shifted to a risk-off stance as geopolitical tensions intensified, while AI and semiconductor stocks saw profit-taking, weighing on Asian markets. Despite this, South Korean chipmaker SK Hynix completed its record $26.5 billion Nasdaq listing, the largest-ever U.S. listing by a foreign company.

Among corporate highlights, TCS rose around 4% high after reporting a 5% YoY increase in Q1 net profit to ?13,349 crore, announcing an interim dividend of ?12 per share, and raising its AI revenue run rate to $2.6 billion. Meanwhile, domestic gold prices eased as safe-haven demand moderated towards the end of the week.

Stocks

TCS Q1 FY27: Steady Revenue Growth Amid Margin Moderation

TCS Q1 FY27: Steady Revenue Growth Amid Margin Moderation
WhatsApp fb twitter linkedin close

Air India Climbs, IndiGo Continues to Lead the Skies

Air India Climbs, IndiGo Continues to Lead the Skies
WhatsApp fb twitter linkedin close

Ather Energy Charges Ahead on India\'s EV Growth Story

Ather Energy Charges Ahead on India\'s EV Growth Story
WhatsApp fb twitter linkedin close

Q1 FY27 Business Updates Lifts FMCG Stocks.

Q1 FY27 Business Updates Lifts FMCG Stocks.
WhatsApp fb twitter linkedin close

Jewellery Stocks Rally on Robust Q1 FY27 Business Momentum

Jewellery Stocks Rally on Robust Q1 FY27 Business Momentum
WhatsApp fb twitter linkedin close

Kalyan Jewellers Q1 FY27: Robust Domestic Growth Drives Aggressive Store Expansion

Kalyan Jewellers Q1 FY27: Robust Domestic Growth Drives Aggressive Store Expansion
WhatsApp fb twitter linkedin close

Here’s how Anand Rathi performed in Q1FY27.

Here’s how Anand Rathi performed in Q1FY27.
WhatsApp fb twitter linkedin close

Indices

India\'s Auto Retail Clocks Best-Ever June Performance

India\'s Auto Retail Clocks Best-Ever June Performance
WhatsApp fb twitter linkedin close

Sector Rotation Favours Realty and Midcaps This Week

Sector Rotation Favours Realty and Midcaps This Week
WhatsApp fb twitter linkedin close

Nifty IT Trades at Multi-Year Low Valuations

Nifty IT Trades at Multi-Year Low Valuations
WhatsApp fb twitter linkedin close

Here’s a snapshot of what is exactly happening in the Nifty Realty Index

Here’s a snapshot of what is exactly happening in the Nifty Realty Index
WhatsApp fb twitter linkedin close

Commodity

Gold-to-Nifty Ratio Signals Potential Market Rotation

Gold-to-Nifty Ratio Signals Potential Market Rotation
WhatsApp fb twitter linkedin close

Economy

The Dollar Rebounds: What It Means for the Global Economy and Markets

The Dollar Rebounds: What It Means for the Global Economy and Markets
WhatsApp fb twitter linkedin close

The below snip shows YoY growth in Bank’s lending segments.

The below snip shows YoY growth in Bank’s lending segments.
WhatsApp fb twitter linkedin close

Fund Flows

Here’s the list of sectors that witnessed the highest & lowest FPI selling in the previous fortnight

Here’s the list of sectors that witnessed the highest & lowest FPI selling in the previous fortnight
WhatsApp fb twitter linkedin close

Here’s the sectoral % of outflow compared to the previous fortnight.

Here’s the sectoral % of outflow compared to the previous fortnight.
WhatsApp fb twitter linkedin close

The chart below shows the change in sectoral weightage of FPI holdings.

The chart below shows the change in sectoral weightage of FPI holdings.
WhatsApp fb twitter linkedin close

Opportunities

J&K Bank is progressing through a weekly saucer pattern and has now moved above the neckline, confirming a long-term trend continuation. The stock is trading firmly above its Supertrend indicator, which reflects sustained buying interest. A series of

J&K Bank is progressing through a weekly saucer pattern and has now moved above the neckline, confirming a long-term trend continuation. The stock is trading firmly above its Supertrend indicator, which reflects sustained buying interest. A series of
WhatsApp fb twitter linkedin close

Food for Thought

Source: Visual Capitalist

Source: Visual Capitalist
WhatsApp fb twitter linkedin close
Open Free Account Now
Brokerage on all trades
+91
Markets Rebound as IT Strengths Offset Geopolitical Jitters

Trading & Investing

Calculators

Support

Learn

IPO

About Us

Submit