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Amidst market volatility, investors can leverage tax harvesting to mitigate losses and reduce tax liabilities. Tax loss harvesting involves selling losing stocks to offset future gains, while tax gain harvesting allows for partial selling to stay within tax exemption limits. These strategies offer opportunities to manage capital gains tax effectively.

Oil prices have surged past $100 per barrel amid escalating Iran–Israel tensions and fears of a prolonged closure of the Strait of Hormuz, a key global energy chokepoint. Analysts warn crude could climb to $150 if disruptions persist, raising inflation risks and pressuring Indian equities, which have already seen sharp declines amid foreign outflows, rupee weakness and energy supply concerns.

Analyst forecasts reveal significant upside potential for select Nifty500 stocks, with eight identified for their consistent quarterly growth in revenue and profit. These companies, backed by multiple analyst ratings, are projected to deliver substantial returns of 65% to nearly 75% over the next year, presenting compelling investment opportunities.

The prospect of a prolonged Iran war and surging oil prices is forcing investors to reassess risks across sectors from airlines and shipping to chipmakers and clothing suppliers. Global stocks have fallen 5.5% since the conflict began, while fears of supply disruptions, rising inflation and delayed US rate cuts are reshaping market bets.

The combined market valuation of the top-10 domestic firms eroded sharply by Rs 4.48 lakh crore last week, in tandem with a steep decline in equities, with banking majors State Bank of India and HDFC Bank taking the biggest hit.

US Federal Reserve policymakers are expected to leave interest rates unchanged at their meeting next week, as the US-Israel war on Iran sends shock waves through markets and recent economic data has begun to show weakness. And recent data ahead of the Fed meeting is not encouraging, with US GDP growth revised sharply lower in the final months of 2025.

Sharp market selloff amid geopolitical tensions may offer selective long-term buying opportunities, says Sunny Agrawal. He highlights robust order books, corrected valuations, and attractive prospects in private banks, consumer internet, and select large-cap stocks, while noting crude oil and inflation remain key macro variables for investors.

Nifty fell over 5% weekly amid Iran-Israel/US tensions, with Bank Nifty and Auto leading declines. Sudeep Shah highlights key support-resistance levels, sector rotation strategies, and defensive plays in FMCG, Pharma, and CPSEs to navigate high volatility. Investors are advised to avoid bottom-fishing and wait for stabilisation signals.

Sebi Chairman Tuhin Kanta Pandey reassured investors that market volatility, fueled by geopolitical tensions like the Iran-Israel/US conflict, is temporary. He emphasized that the true test of financial markets lies in their ability to function smoothly, fairly, and efficiently despite uncertainty, drawing parallels to past disruptions like the COVID-19 pandemic and the Russia-Ukraine war.

Indian housing sales saw a slight dip in units last year but a significant rise in value. Demand for homes above Rs 1 crore drove this growth. Tier-2 cities are becoming key growth areas. Improved connectivity and job opportunities are boosting housing markets. Metro cities continue to lead, but smaller cities are gaining importance.