Indian markets posted 2% rebound on Tuesday even as conflicting signals from the US and Iran kept investors on edge. While President Donald Trump hinted at progress in talks and delayed military action, Tehran denied any negotiations. With the Strait of Hormuz still disrupted, uncertainty over oil supply and the war’s trajectory continues to cloud market sentiment.

Indian markets are experiencing volatility. Investors are debating whether to invest cash now or wait for clearer signals. Some experts advise selective aggression in quality businesses. Others suggest caution and building positions in strong companies. SIPs should continue during corrections. The market will move regardless of investor decisions.

UTI Asset Management Company CEO Vetri Subramaniam warns of limited margin of safety in small caps despite corrections. He favours financials, manufacturing and capital goods, urging disciplined investing, diversification, SIPs, and long-term focus amid volatility and evolving market conditions.

Valuation guru Aswath Damodaran says turbulent markets often push investors into mistakes, especially when they try to copy icons like Warren Buffett. He argues that luck, skill and diverse paths shape investing success, making it essential for every investor to build an individual philosophy rooted in their own beliefs.

Aparna Shanker of The Wealth Company Mutual Fund suggests a balanced investment strategy for FY27. She advises a tilt towards equities, with exposure to debt and gold. Shanker highlights opportunities in manufacturing, financials, and select small and mid-cap stocks. This approach aims for long-term wealth creation amidst market dynamics.

Gold has dropped 18% despite the West Asia conflict, as a surging dollar, rising oil prices and liquidity-driven selling overpower its safe-haven appeal. A hawkish US Federal Reserve stance, profit-taking after last year’s rally and higher bond yields have further weighed on sentiment, keeping investors on the sidelines.

Global brokerage UBS has downgraded Indian equities to Neutral from Attractive due to escalating geopolitical risks in the Middle East and their impact on India's energy imports. Analysts highlight the nation's vulnerability to oil price spikes and supply disruptions, particularly through the Strait of Hormuz.

10 Sensex stocks stand out with projected gains of 30% to 60%, signaling solid return prospects in a market that’s becoming increasingly selective.

Eternal and Swiggy shares rose after platform fee hikes, despite HSBC cutting target prices due to rising competition in quick commerce. The brokerage maintained a Buy on Zomato but a Hold on Swiggy, warning that higher pricing—especially at Blinkit—could hurt market share.

Around 120 companies have received SEBI's nod for IPOs, with several popular names like Duroflex, Hero Motors, and Kent R O Systems poised to launch soon. These upcoming public issues, including those from Purple Style Labs and Pride Hotels, aim to raise significant capital for expansion and debt repayment.