Market Edge

Sensex, Nifty set for weak start on March 4 as Gift Nifty falls 700 pts on US-Iran tensions

South Korea's Kospi crashed more than 7% in its worst session since August 2024 amid rising geopolitical risks.

Xduce Technologies buys additional 9% stake in Dev Information Technology from promoters

Perhaps, in response to the deal, Dev Information Technology shares rallied 3.75 percent to Rs 24.08 amid severe market correction. It has a market capitalisation of Rs 133 crore.

FIIs net sell shares worth Rs 3296 crore, DIIs net buy Rs 8594 on March 2

During the trading session, DIIs purchased shares worth Rs 21,111 crore and sold shares worth Rs 12,517 crore. In contrast, FIIs bought shares worth Rs 12,737 crore but sold shares totalling Rs 16,033 crore.

Sensex, Nifty crash 1.2%, VIX surges 25%: Where should investors go long amid West Asia war? Here's what analysts say

Analysts advised adopting a staggered investment approach over the next four to eight weeks instead of attempting to time the market bottom.

Technical View: Bears could strengthen if Nifty breaks Budget-Day low; US-Iran Tensions lift VIX to 9-month high, 59,000 crucial for continued Bank Nifty weakness

Weekly options data suggested that the Nifty 50 is likely to trade in the 24,500–25,000 range in the short term, as a breakout from this range could provide firm directional cues on either side.

Stay invested through geopolitical stress; wars have not historically resulted in sustained equity underperformance: Axis MF

The fund house said that while wars and geopolitical conflicts typically cause short-term turbulence, they have historically not resulted in sustained equity underperformance, particularly when tensions remain regional. Indian markets, it noted, have repeatedly demonstrated resilience by absorbing external shocks, briefly repricing risk and then reverting to domestic fundamentals.

History shows oil prices spike first, stabilise later during period of conflict: Equirus Securities

Although Iran currently accounts for roughly 3% of global oil production, its strategic importance lies in its proximity to the Strait of Hormuz, the narrow passage through which about one-fifth of global oil and significant volumes of liquefied natural gas transit.

Nifty may face short term pressure amid US-Iran tensions; recovery could be seen in 1–2 weeks: Emkay Global

In a strategy report, the brokerage said that renewed US-Iran military action is likely to trigger a correction in the Nifty over week

Markets open with winners and losers in focus as Iran risk redraws the playbook

Higher oil prices, pressure on trade balances and renewed demand for safe havens are now central to investor positioning. With no confirmed supply disruption yet, markets are recalibrating risk rather than exiting it outright.

Markets likely to open cautious as US-Iran conflict escalates; oil, gold, and volatility in focus

Crude prices have surged, putting pressure on oil-import dependent sectors, while upstream oil producers, defence stocks, and defensive sectors like banking, pharma, and IT could see relative strength.

Trading Plan: Will US-Israeli military action against Iran drag Nifty down to 24,850, Bank Nifty under 60,000?

Experts expect a gap-down market opening on March 2, with the Nifty 50 likely breaking the psychological 25,000 zone, followed by a move toward the 24,850 support (the long upward-sloping support trendline).

Trade Spotlight: How should you trade Atul, Bharat Forge, Jammu and Kashmir Bank, IOC, Voltas, Laurus Labs, Godrej Properties, and others on March 2?

The market is expected to face a bear attack given the prevailing bearish momentum and rising US-Iran tensions. Below are some short-term trading ideas to consider.

Trade setup for March 2 after intensified US-Iran tensions: Top 15 things to know before the opening bell

The momentum indicators maintained a sell signal, and the bears received a further boost from intensified US-Iran tensions, both of which hint at a sharp gap-down opening for the market on March 2.

Dalal Street This Week: US-Iran tensions, oil prices, US jobs, PMI numbers among 10 key factors to watch

On Monday, the market is expected to see a gap-down opening following the Middle East tensions, while auto stocks will react to the February numbers announced on March 1. In the truncated week ahead, selling pressure may widen only if there are major oil and gas supply concerns, as that would increase trade costs and impact inflation and the fiscal deficit.

SEBI’s B-30 and women investor incentive framework comes into effect

The additional commission “shall be payable over and above the trail commission due to the MFD” and shall be granted only once per PAN, and no dual incentives shall be allowed in respect of the same investor or the same investment.

After India, Jane Street caught up in another legal battle as DOJ opens investigation

As per the last update, SAT adjourned the hearing in Jane Street's appeal against SEBI's July 2025 interim order on February 25, 2026, due to time constraints.

Nifty’s 25,000 test is here: US-Israel strikes on Iran, oil spike fears put Dalal Street on edge

Nifty’s near-term trajectory remains downward-biased and highly news-driven. A contained conflict with limited disruption to oil flows could see the index stabilise around current levels or stage a relief bounce.

Half of India’s oil imports at risk as US-Israel strike on Iran raises Hormuz supply fears

For the markets reopening, analysts expect prices to move higher again. If shipping through key routes is affected, crude could move toward $80 or higher.

Promoter pares 14% stake in Vishal Mega Mart; HDFC MF, Govt of Singapore among 3 investors pick up over 6% shares

Vishal Mega Mart shares reacted to the big stake sale by promoter, falling 7.65 percent to close at Rs 117.78 after gap-down opening, amid high volumes.

DII buying hits Rs 12,293 crore, highest since Oct 2024; FIIs net sell Rs 7,536 crore

For the year 2026 so far, FIIs have been net sellers of shares worth over Rs 48,000 crore, while DIIs have net bought shares worth more than Rs 1.07 lakh crore.

‘Not an either-or’: Fund managers say SIFs and Category III AIFs play distinct roles

Fund managers speaking at the Crystal Gazing Summit organised by Wealth Services Firm, PMS AIF WORLD also noted that SIF offerings can vary widely in positioning—from conservative hybrid strategies to aggressive equity long–short funds—making it essential for investors to look beyond category labels and assess portfolio construction and risk metrics carefully.

Technical View: Bears eye deeper correction if Nifty slips below 25,000; Bank Nifty breakdown points to further weakness amid elevated VIX

The weekly options data suggest that 25,000, where the maximum Put open interest is placed, is expected to act as key short-term support, while resistance is seen at 25,400–25,500, which holds the maximum Call open interest.

Sensex settles 950 pts lower, Nifty ends below 25,200: Weak global cues among key factors behind market crash

Sensex, Nifty declined as a U.S. tech selloff and subdued Asian cues kept sentiment subdued.

Trading Plan: Can the Nifty 50, Bank Nifty hold above Thursday's low?

The Nifty 50 has been taking support at 25,400 on a closing basis since last week; hence, falling decisively below it can take the index down toward 25,250 (200-day EMA) in upcoming sessions. However, the 25,600–25,650 zone is acting as a hurdle, which needs to be convincingly surpassed for a move toward 25,900–26,000.