Iran-Israel War: ईरान पर इजरायल और अमेरिका के हमले और तेहरान की जवाबी कार्रवाई से माहौल सिर्फ मिडिल ईस्ट में ही गर्म नहीं है. इसका असर पूरी दुनिया में पड़ा है. भारत भी इससे अछूता नहीं रहा है. ग्लोबलाइजेशन के इस दौर में सारे देश एक-दूसरे से आपस में कनेक्टेड है. ऐसे में एक पर किसी अच्छाई या बुराई का असर दूसरे पर भी पड़ता है. इसी क्रम में ईरान पर छिड़े जंग से भारत में भी कई चीजें महंगी हुई हैं, जिनका असर आपकी जेबों पर पड़ने वाला है.
सोने-चांदी की कीमतें बढ़ीं
जंग के इस माहौल में सोने-चांदी की कीमतों में तो उछाल आया ही है. बीते 1 मार्च, 2026 को घरेलू बाजारों में सोना 1.73 लाख प्रति 10 ग्राम के रिकॉर्ड लेवल पर पहुंच गया था. चांदी की कीमतें भी 2.90 लाख प्रति किलो के करीब पहुंच गई थी. हालांकि, पिछले चार सेशन से कीमतों में कुछ नरमी देखी जा रही है.
सिरेमिक इंडस्ट्री पर असर
जंग का असर देश की सिरेमिक इंडस्ट्री पर भी पड़ा है. आलम यह है कि गुजरात के मोरबी में सिरेमिक इंडस्ट्री अगले कुछ दिनों में बंद होने की कगार पर पहुंच गई है क्योंकि खाड़ी देशों में युद्ध जैसे हालात से गैस की सप्लाई में रुकावट आ रही है. सिरेमिक इंडस्ट्री में भट्टियां जलाने से लेकर मिट्टी को सुखाने तक के काम में प्रोपेन या नेचुरल गैस की बहुत ज्यादा जरूरत पड़ती है.
उधर बीते शनिवार को ईरान के सुप्रीम लीडर अयातुल्ला अली खामेनेई की मौत और लगातार अमेरिकी हमलों के बाद से जंग और तेज हो गई है. इसी उथल-पुथल के बीच ईरान ने होर्मुज जलडमरूमध्य (Strait of Hormuz) को बंद कर दिया है. इससे गैस की सप्लाई में रूकावट आ रही है.
खाने पकाने का तेल महंगा
ईरान पर छिड़े जंग से कुकिंग ऑयल की भी कीमतें बढ़ी हैं क्योंकि बेशक भारत ईरान से Edible Oil नहीं मंगाता है, लेकिन भारत अपनी जरूरत का 60 परसेंट कुकिंग ऑरूल दूसरे देशों से मंगाता है जैसे कि इंडोनेशिया और मलेशिया से पॉम ऑयल, अर्जेंटीना और ब्राजील से सोयाबीन ऑयल, रूस और यूक्रेन से सूरजमुखी का तेल. अब सवाल आता है कि फिर ईरान में संघर्ष से तेल क्यों महंगा हो रहा है?
दरअसल, ईरान-इजरायल में तनाव से क्रूड महंगा होने से पॉम और सोया ऑयल का इस्तेमाल ज्यादा से ज्यादा बायो-फ्यूल बनाने में किया जाता है. इससे कुकिंग ऑयल की सप्लाई में कमी आती है और कीमतें बढ़ने लगती हैं. इसके अलावा, युद्ध जैसी स्थिति में शिपिंग और कमोडिटी मार्केट में अस्थिरता बढ़ जाने से अंतर्राष्ट्रीय व्यापार धीमा पड़ जाता है, जिससे स्टॉक की कमी होने लगती है.
इंडियन वेजिटेबल ऑयल प्रोड्यूसर्स एसोसिएशन के चेयरमैन सुधाकर देसाई का कहना है, ”अमेरिका और ईरान के बीच किसी भी तरह के तनाव या उसके बढ़ने का भारत क्रूड ऑयल और कुकिंग ऑयल के बाजारों पर सीधा प्रभाव पड़ता है. क्रूड ऑयल की कीमत बढ़ने से पेट्रोल-डीजल और तमाम फॉसिल फ्यूल महंगा होता है, जिससे सभी चीजों की लॉजिस्टिक्स कॉस्ट बढ़ जाती है. इसके अलावा, इससे समुद्री जहाजों के बीमा जोखिम भी बढ़ सकते हैं.”
बता दें कि बीते 5 मार्च से कई समुद्री बीमा कंपनियों ने इस रीजन के लिए वॉर रिस्क कवरेज देना बंद कर दिया है. ऐसे में जहाजों के लिए यहां से गुजरना न केवल महंगा, बल्कि जोखिम भरा भी है.
ड्राई फ्रूट्स हुआ महंगा
युद्ध के इस माहौल में ईरान और अफगानिस्तान से आने वाले पिस्ता, केसर, अंजीर, खुबानी जैसे सूखे मेवों की सप्लाई ठप होने की कगार पर है. इससे इनकी भी कीमतें बढ़ने लगी हैं.
दालें और प्याज की कीमत में इजाफा
भारत अरहर, उड़द और मसूर का आयात म्यांमार, कनाडा, ऑस्ट्रेलिया जैसे देशों से करता है. हालांकि, होर्मूज की नाकाबंदी के चलते पश्चिम एशिया में फंसे जहाजों और कंटेनर्स को लंबा रास्ता तय करना पड़ रहा है. इससे शिपिंग कंपनियों ने भी ‘वॉर रिस्क सरचार्ज’ लगा दिया है. इससे दालों को भारत लाने में अधिक खर्च उठाना पड़ रहा है. भारत प्याज का भी बहुत बड़ा आयातक है. युद्ध की स्थिति में स्टॉक जमा करने की होड़ में प्याज की डिमांड अचानक से बढ़ गई है. सप्लाई चेन में रुकावट की डर से प्याज की भी कीमतें बढ़ी हैं.
India’s liquefied petroleum gas (LPG) imports are the worst hit due to closure of the Strait of Hormuz and uncertainty surrounding the resumption of vessel traffic, which can only be partially substituted by cargoes from the US.
However, this will come with a higher time and logistic costs, which will hit harder as the Indian rupee is currently trading at its weakest against the US dollar.
West Asia accounts for 85-90 per cent of India’s LPG imports with most cargoes transiting the 34 km-long world’s most critical energy chokepoint. The scenario is also adding to higher LPG prices, which can further weaken profitability of oil marketing companies (OMCs) due to higher under-recoveries.
Analysts and officials said that Washington can step in to provide replacement cargoes, but only partially.
Anna Zhminko, Vortexa’s Associate Market Analyst, in a March 3 commentary said that the Middle East Gulf (MEG), excluding Iran, is India’s largest supplier of LPG, covering 92 per cent (around 720,000 barrels per day) of the country’s imports as of 2025.
On March 2, maritime consultancy Drewry said that it expects that in the near term (1 week) there will be no loadings in the Middle East with vessels turning away from the Strait. In the short term (1 month), it anticipates that exports from the US to Asia will increase, which will partially substitute for losses from the Middle East.
It also expects a spike in global LPG prices. Nearly 40 per cent of global LPG supply passes through the 34 km narrow passage annually, directly impacting importers such as India and China, which depend heavily on Middle East LPG supplies.
“We envisage very large gas carriers (VLGCs) near the Strait (at the moment) to be idled or moved to safe positions. Sustained blockade of the passage will prompt vessels to reposition to the US, where new terminal capacity and robust natural gas liquids (NGL) production can support higher exports,” it added.
The ballasting of vessels will create a short-term squeeze in vessel availability, triggering volatility in rates. However, Drewry expects vessel availability to rise in the US Gulf, which, along with the sustained Hormuz blockade, would limit cargo availability and weaken rates.
Regular supplies of LPG are important for India as the country does not have strategic reserves for the key cooking fuel. Around 90 per cent of LPG is consumed in households for cooking. India has around 33.08 crore active domestic consumers, which includes around 10.51 crore beneficiaries under the PM Ujjwala Yojna (PMUY).
“Should MEG supply disruptions materialise on a more significant scale, India would likely be the first destination seeking prompt replacement barrels. Such replacement could likely come from the US, particularly US Gulf Coast (USGC), where LPG exports reached a dataset high this January at 2.34 million barrels (mb),” Zhminko added.
PADD 3 propane stocks also continue to sustain seasonal highs this year, tracing around 20 million barrels above last year’s levels as of late February (EIA), she noted.
A senior government official said that even Washington does not want high energy prices with US midterm elections taking place this year. President Donald Trump is highly motivated to keep a lid on domestic gasoline prices.
Tata AIA Life Insurance on Thursday launched the Shubh Flexi Pension Plan, a retirement product that combines guaranteed lifetime annuity pay-outs with equity-linked growth, targeting India’s expanding retiree and pre-retiree market.
The plan allows policyholders to allocate a portion of their annuity — between 10 per cent and 40 per cent — to the Nifty 50 index, while the remainder is secured as fixed income. This structure is designed to address inflation risk, a gap the company says traditional debt-oriented pension plans leave unresolved.
Policyholders can opt for immediate or deferred annuity, with the deferment period extending up to 20 years beyond the premium payment term. Entry is available from age 35, and premiums can be paid as a lumpsum or spread over two to 12 years. The plan includes a Return of Purchase Price option, allowing nominees to recover the original corpus on the policyholder’s death.
Kshitij Sharma, Appointed Actuary at Tata AIA Life, said the product responds to longer life expectancies and rising healthcare costs, which have made traditional retirement plans insufficient for many customers.
The plan is registered as a Non-Linked, Non-Participating Annuity Plan (110N209V02). Tata AIA reported a total premium income of ₹31,484 crore for FY25, a 23 per cent increase year-on-year, and ranks among the top three private life insurers by individual weighted new business premium.
Stock Markets set to open higher after a two-day rout.
| Photo Credit:
Jackie Niam
ensex | Nifty | Stock Market today | Share Market Live Updates- Find here all the highlights related to Sensex, Nifty, BSE, NSE, share prices and Indian stock markets for 5th March 2026.
The Sensex, which closed at ₹79,116.19 on Wednesday, opened at ₹79,530.48 and was trading at ₹79,501.32, up ₹385.13 or 0.49 per cent, as of 9.45 am. The Nifty 50, which had settled at ₹24,480.50 in the previous session, opened at ₹24,615.95 and was trading at ₹24,607.95, a gain of ₹127.45 or 0.52 per cent, at the same time.
The recovery follows a turbulent previous session in which the Nifty had fallen 385 points and the Sensex shed 1,123 points, with the metal sector bearing the sharpest losses, declining over 4 per cent. GIFT Nifty had earlier signalled the positive opening, trading around ₹24,666, up nearly 81.3 points.
A key trigger for the morning recovery was a news report suggesting Iran had signalled openness to diplomatic talks, along with US President Donald Trump’s pledge to stabilise oil markets.
However, the geopolitical situation remained on edge after a US submarine sank an Iranian warship off the coast of Sri Lanka, pushing crude oil prices higher on Thursday morning. May Brent oil futures were at $83.72 per barrel, up 1.47 per cent, while April WTI crude was at $77.08, up 3.24 per cent. On the domestic Multi Commodity Exchange, March crude oil futures were trading at ₹7,080, up 2.06 per cent from the previous close of ₹6,937, and April futures were at ₹6,988 against a previous close of ₹6,870, up 1.72 per cent.
Key Highlights at 11:15 AM
Sensex was up 450 pts (+0.57%) to trade at 79,566.04, Nifty inched up to 224,645.50, higher by 160 pts (0.67%)
Gold gains on safe-haven demand as West Asia conflict widens
At 9.58 am on Thursday, March crude oil futures were trading at ₹7,120 on MCX, up 2.64%
Rupee rebounds from all-time low, gains 48 paise to 91.57 against US dollar in early trade
March 5, 2026 11:10
NSE
Nifty Bank Prediction Today – March 5, 2026: Nifty Bank futures: Faces a hurdle
Nifty Bank Prediction Today – March 5, 2026: Nifty Bank futures: Faces a hurdle
Nifty Bank index began today’s session with a gap-up at 59,008 versus yesterday’s close of 58,755. It slipped a little after opening and is now hovering around 58,920, up 2 per cent so far today.
March 5, 2026 11:09
Gujarat Gas shares slide 7% as West Asia war disrupts LNG supplies
Gujarat Gas shares slide 7% as West Asia war disrupts LNG supplies
Gujarat Gas shares drop 7% due to potential LNG supply disruptions amid ongoing West Asia conflict, causing investor concern.
March 5, 2026 11:09
Marketup
L&T shares rebound over 2% after sharp fall, brokerages retain buy with trimmed targets
L&T shares rebound over 2% after sharp fall, brokerages retain buy with trimmed targets
L&T shares rebound over 2% as brokerages maintain buy ratings while adjusting target prices amid geopolitical uncertainties.
March 5, 2026 11:08
Industryupdate
Steel Exchange India Ltd (SEIL) to Raise INR 350 Cr via Preferential Issue; IMR Group to Invest 300 Cr in the Company
March 5, 2026 11:08
Stock market
Yaap Digital shares are listed at 12.4% discount on NSE Emerge at Rs 127 from the offer price of Rs 145. At 10.55 am, it traded at Rs 133.35.
March 5, 2026 10:54
NSE
Nifty Prediction Today – March 5, 2026: Nifty futures: Intraday bias is positive
Nifty Prediction Today – March 5, 2026: Nifty futures: Intraday bias is positive
Nifty 50 began today’s session with a gap-up at 24,616 compared to yesterday’s close of 24,481. It is now trading at 24,560, up 0.35 per cent.
March 5, 2026 10:52
Commodities
Russian crude oil cargoes swing back to India as Iran war hits supply
Russian crude oil cargoes swing back to India as Iran war hits supply
Two Russian oil cargoes that had been signalling East Asia as a destination have switched to India, according to ship-tracking data, suggesting New Delhi is becoming more willing to take the crude as the Middle East conflict worsens.
March 5, 2026 10:35
Industryupdate
Tata Steel clarifies on ₹11,000-crore Jharkhand investment buzz
Tata Steel said it regularly undertakes capital expenditure projects aimed at sustaining operations, expanding capacity, improving efficiency, advancing sustainability initiatives and enhancing its product mix. In clarification regarding a report on a proposed ₹11,000 crore investment in Jharkhand, the company stated that its board has approved or is deliberating on multiple projects across operational units, including those in Jharkhand, under its broader capital allocation framework. These include previously approved projects such as the 300 KTPA expansion of the Tinplate Division and the 0.5 MTPA Special Bar and Wire Rod-Combi Mill project, both originally cleared by the boards of companies that were later amalgamated with Tata Steel. The company added that several projects are ongoing and together aggregate to about ₹11,000 crore, while further investments related to technologies such as HIsarna and EASyMelt are also being evaluated, with appropriate disclosures to be made in line with regulatory requirements at the appropriate time.
Shares traded 3% positive on the NSE at ₹202.27.
March 5, 2026 10:30
Stock market
Rupee rebounds from all-time low, gains 48 paise to 91.57 against US dollar in early trade
Rupee rebounds from all-time low, gains 48 paise to 91.57 against US dollar in early trade
Rupee recovered from its lowest level and gained 48 paise to trade at 91.57 against the US dollar in early trade on Thursday, tracking positive momentum in domestic equity markets.
March 5, 2026 10:20
Commodities
Crude oil futures rise after US-Iran naval clash
Crude oil futures rise after US-Iran naval clash
Crude oil futures traded higher on Thursday morning after a US submarine sank an Iranian warship off the coast of Sri Lanka.
March 5, 2026 10:07
Stock market
Geopolitical jitters, crude surge kept lid on Markets; Sensex, Nifty open higher on diplomacy hopes
Geopolitical jitters, crude surge kept lid on Markets; Sensex, Nifty open higher on diplomacy hopes
Markets open higher as Sensex and Nifty rise on diplomatic hopes, despite geopolitical tensions and crude oil price surges.
March 5, 2026 10:06
Industryupdate
Aarti Industries Limited (AIL) Shares flat on the NSE at Rs 415.
Aarti Industries Limited (AIL) today announced entering into a material amendment to its exclusive long-term supply agreement originally signed with Leading Global Chemical Company
March 5, 2026 10:06
Industryupdate
One Point One Solutions stock traded flat on the NSE at Rs 47.04
One MENA Holdings, a Wholly-Owned Subsidiary of One Point One Solutions Limited, announced completing the acquisition of Netcom Business Contact Center S.A. (Costa Rica), Netcom BCC Colombia S.A.S., and related Panama Assets.
March 5, 2026 10:06
Industryupdate
ICICI Lombard, on March 4, acquired shares of Rs 0.40 billion in Reliance Industries.
“The acquisition of shares is being made in the ordinary course of investment function of the Company. “
ICICI Lombard General Insurance Company traded flat on the NSE at Rs 1,863, and Reliance Industries gained 3% to Rs 1,385.
March 5, 2026 10:05
Industryupdate
Persistent Systems signs share purchase agreement with Aepona Group
Persistent Systems informed exchanges that a share purchase agreement for the transfer of the 100% shareholding of Persistent Systems Poland Spółka z o.o., Poland (stepdown subsidiary) from Persistent Systems Inc., USA (wholly owned subsidiary) to Aepona Group Limited, Ireland (wholly owned subsidiary) has been duly signed and executed
March 5, 2026 10:02
Stock market
BSE shares rise as SEBI allows launch of derivatives on Sensex Next 30
Rupee rebounds from all-time low, gains 48 paise to 91.57 against US dollar in early trade
Rupee recovered from its lowest level and gained 48 paise to trade at 91.57 against the US dollar in early trade on Thursday, tracking positive momentum in domestic equity markets.
However, higher crude oil prices, a strengthening American currency and intense selling of Indian equities by foreign investors amid escalating tension in the Middle East kept the local unit under pressure, forex analysts said.
March 5, 2026 09:35
Commodities
Crude oil futures traded higher on Thursday morning after a US submarine sank an Iranian warship off the coast of Sri Lanka.
At 9.32 am on Thursday, May Brent oil futures were at $83.72, up by 1.47 per cent, and April crude oil futures on WTI (West Texas Intermediate) were at $77.08, up by 3.24 per cent. March crude oil futures were trading at ₹7080 Multi Commodity Exchange (MCX) during the initial hour of trading on Thursday against the previous close of ₹6937, up by 2.06 per cent, and April futures were trading at ₹6988 against the previous close of ₹6870, up by 1.72 per cent.
March 5, 2026 09:29
Industryupdate
Indian Energy Exchange’s monthly electricity traded volume up by 30% y-o-y
Indian Energy Exchange, India’s premier electricity exchange, achieved monthly electricity traded volume of 12,550 MU in February’26, marking a 30.4% increase on year-on-year basis. A total of 18.86 lakh Renewable Energy Certificates were traded during the month, marking a 15.2% year on year increase.
Shares up 1.4% on the NSE to Rs 120.27.
March 5, 2026 09:28
NSE
Top Gainers and Top Losers on the NSE
Top gainers: Adani Ports (+2.11%), Reliance (+1.81%), Coal India (+1.76%), Shriram Finance (+1.49%)
Top losers: Max Health (-1.05%), IndiGo (-0.61%), ICICI Bank (-0.56%), Grasim (-0.38%)
March 5, 2026 09:20
Marketup
Sensex gained 480.78 pts or 0.61% to 79,596.97 at 9.17 am after opening at 79,530.48 from the previous close of 79,116.19, and Nifty 50 rose by 143.60 pts or 0.59% to 24,624.10.
March 5, 2026 09:20
Stock market
Team India Guaranty Ltd defers preferential allotment
Board today deferred allotment of 22,48,270 equity shares (₹285 each) to non-promoters after receiving only 62.14% of the required consideration.
Acquisition also put on hold Proposed buyout of 4A Financial Technologies Pvt Ltd has been deferred alongside the share issue.
No impact on capital yet Company says it may revisit the proposal later; paid-up equity share capital remains unchanged.
March 5, 2026 09:11
Review
Quote: Devarsh Vakil, Head of Prime Research, HDFC Securities sharing his views on today’s market performance
Respite for Markets on Hopes of Diplomacy
U.S. stocks closed higher on Wednesday after a news report indicating that Iran had signalled openness to diplomatic talks, combined with President Donald Trump’s pledge to stabilise oil markets, easing investor anxiety over the escalating Middle East conflict.
Investors rotated back into technology shares, lifting the Nasdaq 1.29% and keeping the index in positive territory since the U.S.-Israeli strike on Iran that ignited the conflict. The S&P 500 held close to its all-time closing high set in January, further supported by encouraging U.S. economic data.
On the economic front, payroll processor ADP reported that private-sector employment rose by more than expected in February, with 63,000 jobs added — a sharp rebound from the downwardly revised gain of 11,000 jobs in January.
In currency markets, the People’s Bank of China set its official yuan midpoint at 6.9007 against the dollar on Thursday — 117 pips, or 0.07%, stronger than the previous fixing and the firmest level in 34 months — a move markets interpreted as an effort to stabilise the currency. Separately, Beijing set its economic growth target for 2026 at 4.5%–5%, a modest step down from last year’s 5% pace, leaving room to address industrial overcapacity and rebalance the economy without committing to sweeping reform.
Gold rose on Thursday as widening Middle East tensions drove demand for safe-haven assets, with a softer dollar providing additional support to bullion. The metal traded around $ 5150, holding near record levels, as the U.S.-Iran standoff kept investor caution elevated.
The dollar, after its recent sharp rally, paused on Thursday — offering temporary relief to a battered euro, as investors held to tentative hopes that the conflict may prove shorter-lived than initially feared.
Crude oil surged 2.80% to $76.75, with the Strait of Hormuz remaining effectively closed and disrupting roughly 20% of global oil supply.
Broader Asian equities tracked U.S. gains as sentiment steadied following the initial shock of the Iran conflict. South Korea’s Kospi Index rebounded more than 10% after its worst-ever single-session crash, in which it shed over 12% the prior day.
Indian equity markets are poised to open on a positive note today on the back of conducive global cues. On any rebound, the 24,600–24,800 range stands as a formidable overhead barrier.
March 5, 2026 09:09
Review
Quote: Shrikant Chouhan, Head Equity Research, Kotak Securities
Benchmark indices recovered sharply. After a sharp decline, the Nifty closed 385 points lower, while the Sensex was down 1,123 points. Sectorally, almost all major sectoral indices closed in the negative zone, but the metal index fell the most, falling over 4%.
Technically, after a gap-down open, the market remained in the 24,300/78,500 to 24,600/79,500 range. We believe the short-term outlook is weak but oversold. For traders, 24,300/78,500 will act as a key support zone. If the market sustains above this level, immediate resistance will be at 24,600/79,500. Above 24,600/79,500, it could move towards 24,800-25,000/80,000-80,500. Conversely, a drop below 24,300/78500 could change sentiment. Below this, the market could slide towards 24,100-24,000/78000-77800. The market structure is currently highly volatile and is expected to remain volatile in the near future.
Strategy: Buy Select stocks, which are fundamentally strong between the 24,300–24,000 range.
“From the market perspective, the problem with an ongoing war is that sudden developments like attacks on oil facilities, can impact the market. If crude spikes, the market will be impacted. On the other hand, couple of days of smooth oil trade can trigger a risk- on facilitating a market rebound.
It is important to note that India outperformed yesterday with only a 1.5% cut in the Nifty compared to the 12.1% crash in South Korean Kospi. Markets which did well this year like the South Korean market are facing huge volatility triggered by profit booking.
Going forward, high volatility in response to news/events will keep the market volatile. This will give opportunities to investors to slowly accumulate high quality stocks and wait with lots of patience. Perhaps emotional intelligence is more important now than financial acumen.”
March 5, 2026 09:06
Qatar’s Prime Minister urges an immediate halt to Iranian attacks during a phone call with Iran’s Foreign Minister, according to an official Qatari handout
March 5, 2026 09:04
News Update | Kevin Warsh, of Florida, to be Chairman of the Board of Governors of the Federal Reserve System for a term of four years.
Trump officially nominates Kevin Warsh as Fed chair to replace Jerome Powell.
March 5, 2026 09:03
NSE
Sectoral Performance | March 04, 2026
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March 5, 2026 09:03
NSE
Closing Bell | March 04, 2026 | Top Gainers and Top Losers on the NSE
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March 5, 2026 09:01
Commodities
Gold gains on safe-haven demand as West Asia conflict widens
Gold gains on safe-haven demand as West Asia conflict widens
Gold prices rise as safe-haven demand increases amid escalating West Asia conflict and a weakening US dollar.
March 5, 2026 09:00
Stock market
Market Data | MARCH 4 – (provisional)
FII NET SELL Rs 8752 cr.
(buy + 19120, sell – 27873)
DII NET BUY Rs 12068 cr.
(buy + 26259, sell – 14191)
March 5, 2026 08:57
Stock market
Markets set to open higher, tracking recovery in Asia
TThe Gift Nifty futures were trading at 24,682 points as of 8:10 a.m. IST, indicating that the benchmark Nifty 50 will open above Wednesday’s close of 24,480.5. MSCI’s broadest index for Asia-Pacific stocks outside Japan rose 2.6%, after sliding 8.6% over the past three sessions as the Middle East conflict spooked investors.
The Nifty shed 2.8% in two sessions this week to a six-month closing low, pressured by the global equity rout and a surge in crude oil prices.
Thursday’s rebound in Asian stocks followed overnight gains on Wall Street, after report that Iran had signalled openness to talks to end the war and comments by President Donald Trump to steady oil markets eased investor anxiety over the conflict.
March 5, 2026 08:32
Stock market
Indian bonds may recover, bets of RBI buying turning stronger
Indian government bond prices are likely to open higher on Thursday, as worries about the impact of elevated oil prices are set to be outweighed by rising speculation of central bank support through secondary market debt purchases.
The benchmark 6.48% 2035 bond yield may hover between 6.63% and 6.69%, a private bank trader said. The yield had ended at 6.6732% on Wednesday. Bond yields move inversely to prices.
Data from the clearing house showed that an investor category comprising marquee participants such as insurance companies, pension funds, corporates, and the Reserve Bank of India net bought a record 202 billion rupees ($2.19 billion) of bonds on Wednesday.
March 5, 2026 08:18
Industryupdate
Strait of Hormuz disruption: India may face LNG supply risks
Strait of Hormuz disruption: India may face LNG supply risks
As one of the most exposed major Asian LNG buyer, with approximately 50 per cent of its imports sourced from Qatar and the UAE, India sits at the centre of LNG supply risk with the evolving developments around the Strait of Hormuz. If this continues, New Delhi is likely to face higher replacement costs for LNG corgoes, and the price-sensitive sectors may need to relook at their sourcing strategy
March 5, 2026 08:10
Ipo
Moneyview Limited files DRHP for ₹1,500 crore IPO
Moneyview Limited files DRHP for ₹1,500 crore IPO
Moneyview Limited files for a ₹1,500 crore IPO, showcasing profitability since FY22 and significant growth in digital personal loans.
March 5, 2026 08:05
Info tech
ICRA upgrades Vodafone Idea to BBB, revises long-term loan outlook to positive
Vodafone Idea upgraded to BBB by ICRA, outlook turned positive after AGR relief
ICRA upgrades Vodafone Idea to BBB and revises outlook to positive after AGR relief and fund raise, but flags high dues and subscriber churn risks.
March 5, 2026 07:56
G-Sec yields steady despite crude surge amid West Asia tensions
The Government Securities (G-Secs) market seems to be weathering the impact of the likely increase in inflation due to a spike in global crude oil prices, as Banks are supporting yields amid year-end considerations and traders are drawing comfort from India’s reasonable energy buffer.
US Stocks Rise Amid Economic Surprise as Oil Whipsaws: Markets Wrap
A report underscoring economic resilience and cooling inflationary pressures drove stocks higher at a time when the war in the Middle East clouds the growth outlook. Bitcoin topped $73,000. Oil whipsawed.
Equities rose as data showed the US service economy expanded at the fastest pace since mid-2022 while a price index hit an almost one-year low. A megacap rally lifted the market, with the Nasdaq 100 up 1.5%. In late hours, Broadcom Inc.’s outlook underwhelmed investors, but the firm announced plans to buy back as much as $10 billion in shares through the end 2026.
President Donald Trump expressed confidence in the military campaign against Iran even as the timeline for operations remained unclear. Tehran targeted Israel and Gulf states while Israeli and American forces followed through on pledges to bomb targets in the Islamic Republic. The US sank an Iranian warship in international waters.
March 5, 2026 07:52
South Korea Leads Asian Shares Higher, Gold Gains: Markets Wrap
Asian equities rebounded after a selloff, tracking gains in US stocks fueled by upbeat economic data, even as uncertainty over the Iran war continued to cloud the outlook. Oil rose for a fifth day.
South Korea’s Kospi Index jumped 12%, bouncing back from the gauge’s worst crash ever in the prior session. The broader MSCI Asia Pacific Index rose 2%, while futures on US benchmarks advanced Thursday as sentiment showed signs of stabilising after the initial bout of volatility triggered by the Middle East conflict.
March 5, 2026 07:51
Most Emerging Currencies Recover As Oil Whipsaws, Dollar Drops
Most emerging-market currencies rebounded on Wednesday, as mixed signals around the Middle East conflict tempered the oil rally and weighed on the dollar.
A gauge of emerging-market currencies rose as much as 0.2% before reversing the advance at the close. The earlier jump was led by recoveries in the South Korean won, the South African Rand and Latin American currencies, with the Colombian peso erasing Tuesday’s losses and climbing to the second-best performer. – Bloomberg
March 5, 2026 07:27
Stock market
₹16.32 lakh crore investors’ wealth eroded in two days as West Asia conflict intensifies
Equity investors became poorer by Rs 16.32 lakh crore in the two-day fall in the stock market after the conflict involving the US, Israel and Iran escalated significantly.
On Wednesday, the 30-share BSE Sensex tumbled 1,122.66 points or 1.40 per cent to settle at 79,116.19. During the day, it crashed 1,795.65 points or 2.23 per cent to 78,443.20. Since Friday, the BSE benchmark has lost 2,171 points or 2.67 per cent amid the onset of hostilities between Iran and the US-Israel since February 28.
The market capitalisation of BSE-listed companies eroded by Rs 16,32,428.12 crore to Rs 4,47,18,243.15 crore (USD 4.85 trillion) since Friday last week.
March 5, 2026 07:19
Commodities
Copper futures: Hold the short position
Copper futures: Hold the short position
Copper futures are expected to decline, suggesting traders maintain a short position with a target of ₹1,150.
March 5, 2026 07:08
Economy
Rupee slumped to all-time low of 92.05 against US dollar on surging crude prices on Wednesday
The rupee slumped 56 paise to close at an all-time low of 92.05 against the US dollar on Wednesday, weighed down by spiking crude oil prices in the wake of the Iran crisis.
Forex traders said the dollar index crossed 98 levels on the risk-off situation prevailing all around the globe amid the US-Iran crisis, further pressurising the rupee
March 5, 2026 07:02
Technicalcallbuy
Today’s Stock Recommendation: March 5, 2026
March 5, 2026 06:54
Stock market
Day Trading Guide for March 5, 2026: Intraday supports, resistances for Nifty50 stocks
Day Trading Guide for March 5, 2026: Intraday supports, resistances for Nifty50 stocks
Discover key intraday supports and resistances for Nifty50 stocks with trade recommendations for March 5, 2026.
March 5, 2026 06:49
Technicalcallbuy
Stock to buy today: Tube Investments of India (₹2,769.20)
The stock of Tube Investments of India has been on a rally for over a month now. It started the uptrend on January 28 on the back of the support at ₹2,170. On Monday (March 2), the scrip decisively breached a resistance at ₹2,650, opening the door for further rally.
Two Russian oil cargoes that had been signalling East Asia as a destination have switched to India, according to ship-tracking data, suggesting New Delhi is becoming more willing to take the crude as the Middle East conflict worsens.
Two tankers carrying around 1.4 million barrels of Urals oil combined are expected to discharge at Indian ports this week, after previously indicating that they were headed farther east, data from Kpler and Vortexa show. Urals, which loads in the Baltic and Black Seas, was previously very popular with Indian refiners, but flows have slowed sharply this year due to US pressure on New Delhi to stop buying it.
The Odune, a Suezmax carrying 730,000 barrels, arrived at Paradip port on Wednesday, data and port agent’s reports show, although it’s unclear if it’s discharged yet. Matari, an Aframax with more than 700,000 barrels, will reach Vadinar in western India on Thursday.
Indian refiners — wary of complicating trade talks with Washington — had pared back their purchases of Russian oil in recent weeks, which had forced Moscow to seek buyers in China. However, the war in the Middle East and the effective closure of Strait of Hormuz are now raising the prospect of crude shortages, and processors in the South Asian nation appear to be turning back to Russian barrels.
More changes of destination may follow. Indri, a Suezmax in the Arabian Sea that’s signaling it’s heading to Singapore made a sharp turn north this week toward India with about 730,000 barrels of Urals on board, ship-tracking data show.
All three vessels — Odune, Matari and Indri — were sanctioned by the UK and the European Union last year.
Global Ship Solutions LLC, which is based in Azerbaijan and listed as Odune’s manager on database Equasis, didn’t immediately respond to an emailed request for comment. There were no contact details for its Hong Kong-based owner, Sylvarn Fleetline Ltd.
Matari’s manager, Anchor Elite Shipmanagement, which is also registered in Azerbaijan, didn’t immediately respond to an emailed request for comment. Contact details for its owner Oasis Bloom Corp couldn’t be found.
There were no email or telephone numbers listed for Indri’s owner Veyronda Seaborne Ltd. in Hong Kong and manager Stellar Ship Solutions LLC in Azerbaijan.
More stories like this are available on bloomberg.com
Polycab Shares: देश की बड़ी वायर कंपनी पॉलीकैब इंडिया (Polycab India) को इनकम टैक्स डिपार्टमेंट (आयकर विभाग) से 327.45 करोड़ रुपये का नोटिस मिला है. इसके चलते आज पॉलीकैब के शेयर दबाव में रहेंगे. पॉलीकैब के शेयरों ने बीते तीन साल में 170 परसेंट और पांच साल में 513 परसेंट का मल्टीबैगर रिटर्न देकर निवेशकों को मालामाल कर दिया है.
बुधवार को यह 8548.40 रुपये के पिछले बंद भाव के मुकाबले 3.09 परसेंट गिरकर 8283.95 रुपये पर बंद हुआ. इस दौरान कंपनी के 0.14 लाख शेयर बिके, जिसका टर्नओवर 11.28 करोड़ रुपये का रहा. इसी के साथ कंपनी का मार्केट कैप 1.24 लाख करोड़ रुपये रह गया.
क्यों मिला नोटिस?
कंपनी को यह नोटिस इसलिए भेजा गया क्योंकि आयकर विभाग ने अपनी जांच में पाया गया कि कंपनी को हुई कमाई में लगभग 41.87 करोड़ रुपये के खर्च को अस्वीकार कर दिया गया है. यानी कि कंपनी ने टैक्स कम देने के खातिर बैलेंस शीट में अपने कुछ खर्चों को दिखाया था, जिसे आयकर विभाग ने जायज न मानते हुए Reject कर दिया है.
कंपनी को यह नोटिस असेसमेंट ईयर 2024-25 के लिए मुंबई के डिप्टी कमिश्नर ऑफ इनकम टैक्स की तरफ से मिला है. कंपनी का कहना है कि इस डिमांड नोटिस में कैलकुलेशन संबंधी गड़बड़ियां हैं. कंपनी के मुताबिक, वास्तविक अस्वीकृति (Disallowances) केवल 41.87 करोड़ की है, जिसे बढ़ाकर 327.45 करोड़ कर दिया गया है. इस खबर के बाद बुधवार को पॉलीकैब के शेयरों में 3-3.2 परसेंट की गिरावट देखी गई.
कंपनी ने क्या कहा?
कंपनी ने इस नोटिस के खिलाफ सुधार आवेदन (Rectification Application) दाखिल करने और ऊपरी अधिकारियों के पास अपील करने की बात करेंगे. कंपनी को उम्मीद है कि इस अपील के बाद डिमांड नोटिस में काफी कमी आ जाएगी.
पॉलीकैब ने कहा, “इनकम टैक्स अथॉरिटी ने इनकम टैक्स एक्ट, 1961 के सेक्शन 143(3) के तहत पास किए गए असेसमेंट ऑर्डर के जरिए कुल 41.87 करोड़ रुपये की कुछ डिसअलाउंस और एडिशन किए हैं. उस ऑर्डर के मुताबिक, एक्ट के सेक्शन 156 के तहत जारी डिमांड नोटिस के जरिए 327.45 करोड़ रुपये की डिमांड की गई है.”
पॉलीकैब ने आगे कहा, “कंपनी ने अपने टैक्स एडवाइजर्स से सलाह करके पाया किया इस राय पर कुछ कम्प्यूटेशनल/क्लेरिकल गलतियों की वजह से की गई डिमांड असेसमेंट ऑर्डर में किए गए एडिशन से ज्यादा है, जिन्हें एक्ट के सेक्शन 154 के तहत ठीक किया जा सकता है इसलिए कंपनी ने जूरिस्डिक्शनल असेसिंग ऑफिसर के सामने सुधार के लिए एप्लीकेशन फाइल करने का प्रोसेस शुरू कर दिया है.”
डिस्क्लेमर: (यहां मुहैया जानकारी सिर्फ़ सूचना हेतु दी जा रही है. यहां बताना जरूरी है कि मार्केट में निवेश बाजार जोखिमों के अधीन है. निवेशक के तौर पर पैसा लगाने से पहले हमेशा एक्सपर्ट से सलाह लें. ABPLive.com की तरफ से किसी को भी पैसा लगाने की यहां कभी भी सलाह नहीं दी जाती है.)
