Indian benchmarks clawed back ground after Monday's sharp selloff, with Sensex surging over 350 points and Nifty crossing 23,200 as Iran and Israel signalled a halt in hostilities.

The Bull Case

Geopolitical relief sent oil prices lower, easing input cost fears for India. Renewed buying lifted mid- and small-caps while a US court ruling scrapping the proposed $100,000 H-1B fee removed a key overhang for IT exporters. DIIs stayed aggressive buyers, their 2026 net purchases already...