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Geopolitical tensions between India and Pakistan are simmering. Swaminathan Aiyar suggests a possible military response if India acts. He highlights Modi s past actions and Pakistan s likely retaliation. De-escalation is crucial to avoid market impact. The Indus Waters Treaty could be an alternative to conflict. Trump administration s openness to China tariffs is also noted, but negotiations are not yet underway.

Gensol Engineering s stock faces a sharp decline, hitting a lower circuit. This comes amid Sebi s investigation into promoters Anmol Singh Jaggi and Puneet Singh Jaggi. They are accused of diverting loan funds meant for EV purchases. Sebi has barred them from capital markets. The company s planned stock split is also on hold.

Bajaj Finance is set to deliver a healthy Q4 performance, driven by strong loan growth across consumer, SME, and rural segments. Net interest income and profit are expected to rise despite slight margin pressure. Analysts see stable asset quality, robust customer additions, and future gains from digital and cross-sell initiatives.

Tejas Networks shares: Tejas Networks reported a net loss of Rs 71.80 crore for the quarter ended March 2025, a sharp reversal from a net profit of Rs 146.78 crore in the same quarter of the previous year. This marks the company s first quarterly loss after four consecutive profitable quarters.

​Normally, conflicts have not impacted markets to any great extent historically, even the 26/11 attacks or Kargil, etc, did not have a significant impact on the market. So, hopefully that does not derail the entire process, ex of that markets are reasonably well placed.

Hindustan Zinc shares rose after Q4FY25 EBITDA beat estimates, driven by strong volumes and lower production costs. Nuvama cut the stock’s target price slightly, citing lower volume growth expectations. Meanwhile, Hindustan Zinc is expanding beyond zinc, lead, and silver into potash, gold, tungsten, and critical minerals, with an eye on lithium prospects in Rajasthan.

Shares of defence-related companies like Paras Defence, Garden Reach Shipbuilders, Data Patterns, Cochin Shipyard, Mazagon Dock Shipbuilders, and Hindustan Aeronautics rallied on Monday, amid heightened tensions at the Line of Control (LoC) following the recent Pahalgam terror attack and multiple ceasefire violations over the weekend.

The Bank of Japan is expected to hold rates steady amid rising US tariffs, global slowdown fears, weak yen pressures, and delayed growth forecasts, complicating its path toward policy normalization.

Indian government bond yields rose on Monday, adding to the previous session s gains, on expectations of a new 10-year bond likely being issued this week and the unwinding of stretched positions.

The acquisition also seems to be reasonably priced. So, it will only add value to the company because the acquiree SML ISUZU has a good brand image in the segments in which it operates. This acquisition per se I would think is a positive development.