Sensex rises over 150 points, Nifty above 23,900 as investors weigh Iran tensions, weak monsoon concerns

July 1, 2026

Indian stock markets opened the second half of 2026 with modest gains after recent declines. Investors are closely watching escalating US-Iran tensions, which are impacting oil prices, and a concerningly weak monsoon season. Analysts suggest adjusting portfolios towards fixed income and monsoon-proof sectors like healthcare and defense to mitigate potential fallout from the dry spell.

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Auto sector still robust, but limited upside left at current valuations: Anand Tandon

Market expert Anand Tandon observes that while the Indian auto sector shows resilience, its optimism is largely priced into current valuations, which appear stretched globally.

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Reliance Power shares soar 10%, snap 4-day losing streak. What’s triggering the sharp surge?

Reliance Power shares rose sharply on Wednesday, snapping a four-day losing streak after the company announced plans to expand into artificial intelligence and technology-driven businesses

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