Indian equities started Monday under pressure as renewed US-Iran tensions triggered a risk-off mood across Asian markets. The Sensex opened about 134 points lower at 77,131, while the Nifty 50 began around 24,118 and slipped towards 24,038 in early trade.
Oil prices moved sharply higher on Monday as the renewed confrontation between the US and Iran revived fears over disruption to energy supplies. Brent crude moved above the $90-a-barrel mark, putting pressure on oil-importing economies such as India.
The Indian rupee is back in focus as rising crude prices and renewed geopolitical uncertainty create pressure on the domestic currency. A stronger dollar combined with higher energy-import costs can increase demand for dollars from Indian importers.
Gold prices are witnessing increased volatility as investors weigh renewed geopolitical risks against expectations for US monetary policy. Domestic gold remained elevated, while silver also continued to attract attention from both investors and industrial users.
While the headline Nifty 50 has remained under pressure, India’s small-cap segment has shown considerably stronger momentum. The Nifty Smallcap 100 has gained about 13% in 2026 and reached fresh record levels, highlighting a significant divergence between large-cap and smaller companies.
Global equities began the week cautiously as investors assessed the latest developments in the Middle East. Asian markets faced pressure while crude moved higher, reflecting renewed concern about the economic impact of the conflict.
HDFC Bank is one of the biggest stocks in focus today after MD and CEO Sashidhar Jagdishan decided not to seek another term when his current tenure ends in October. The development has put succession planning at the centre of investor attention.
Cipla is among the stocks to watch today following developments related to its US regulatory operations. The pharmaceutical company remains closely tracked by investors because the US market is a significant contributor to its international business.
Avantel is among the companies attracting market attention in Monday’s list of stocks to watch. The company operates in communication and technology solutions, with exposure to areas linked to telecom and defence applications.
Max Estates remains in focus as investors assess the company’s expansion in the premium residential and commercial real-estate market. The company is benefiting from continued demand for quality property in major urban centres.
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