ETMarkets Smart Talk| Healthcare, infra, financials look attractive after recent market fall: Sachin Bajaj, CIO, Axis Max Life Insurance

Markets are volatile due to geopolitical events and rising crude oil prices. Sachin Bajaj, CIO at Axis Max Life Insurance, sees opportunities in healthcare, infrastructure, and financials. He advises investors to stay invested in quality assets. India’s growth story remains intact despite short-term uncertainties. Elevated commodity prices could impact corporate earnings and margins.

US oil prices rise as investors assess Middle East de-escalation

U.S. oil prices rebounded early Thursday, recouping some of Wednesday’s losses as investors weighed Middle East de-escalation prospects. Iran is still reviewing a U.S. proposal to end the Gulf war, with a senior official indicating it hasn’t been outright rejected, despite public scorn for negotiations with the Trump administration.

US Stock Market | Wall Street advances as investors bet on Mideast de-escalation

Wall Street indexes climbed as falling oil prices and Iran’s review of a U.S. proposal offered hope for de-escalation in the Middle East conflict. Despite mixed messages from Iran, investor sentiment improved, leading to gains across major indices. Energy stocks lagged, while materials and consumer discretionary sectors saw strong performance.

Global Market Today: Oil edges up, Asian stocks drift with Iran in focus

Crude oil and equities showed caution as conflicting reports emerged regarding US-Iran ceasefire talks. While the US insists negotiations are ongoing, Iran has rejected President Trump’s outreach, leading to market volatility. Investors await clearer outcomes amid ongoing troop deployments and differing demands for a truce.

Bulls return to Dalal Street; analysts see Nifty heading towards 23,800

Indian stock market is showing strong recovery, gaining for a second consecutive day. Investors are regaining confidence as crude oil prices cool and diplomatic talks are underway. Analysts predict the upward trend may continue, with potential for further gains in the coming days. Sectors like autos, metals, and BFSI are expected to lead this recovery.