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Motilal Oswal Financial Services Ltd.

Indian shares are poised to extend gains on Wednesday after reports the U.S. is seeking a month-long ceasefire in its war with Iran and has presented Tehran with a 15-point plan, raising ​hopes that the weeks-long conflict may ease. GIFT Nifty futures were trading at 23,095, ‌as of 8:03 a.m. IST, indicating that the benchmark Nifty 50 may open higher than Tuesday’s close of 22,912.40. Asian equities rose 1.9%, while oil slipped to $98 a barrel on expectations that any move toward a ​ceasefire could ease supply disruptions. The optimism followed reports that Washington had delivered ​the 15-point proposal to Tehran aimed at ending the conflict. US President Donald ⁠Trump said on Tuesday that Washington was making progress toward negotiating an end to the war, and a ​source confirmed the delivery of the settlement proposal to Tehran, Reuters reported. Iran, however, has denied that direct talks are ​underway. Markets remained cautious as strikes by the US, Israel and Iran continued, and Reuters reported, citing sources, that Washington is preparing to deploy, thousands of troops to the Middle East. “While reports of potential negotiations between Iran and the ​US have provided some relief to markets, it is likely to be conditional on ​incoming news flow and official commentary from both sides,” said Siddhartha Khemka, head of research of wealth ‌management ⁠at Motilal Oswal Financial Services. “Any meaningful de-escalation could provide a more sustained positive impact on market sentiment.” Indian benchmark indexes have fallen around 9% each so far this month as elevated crude prices and energy-supply concerns have triggered heavy foreign selling and clouded the economic outlook.

Where Billionaire Raamdeo Agrawal Is Finding Value in India Indian equities have slumped as the ongoing war in Iran drives energy prices sharply higher. Billionaire investor Raamdeo Agrawal, Chairman and Co‑Founder of Motilal Oswal Financial Services, examines where value is emerging. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?

Mumbai: India's equities dropped on Friday, marking their biggest weekly loss in more than a year, amid fears that the conflict in West Asia is escalating and may be prolonged, with higher oil prices and persistent foreign outflows weighing on sentiment. The rupee also weakened during the week as rising oil prices and geopolitical tensions pressured the currency, prompting intervention by the central bank to limit volatility. The NSE Nifty ended at 24,450.45, down 315.45 points or 1.3%, while the BSE Sensex closed at 78,918.90, falling 1,097 points or 1.4%. Both indices declined 2.9% for the week, their steepest weekly loss since February 2025. The rupee closed at 91.74 per dollar on Friday, down 14 paise from its previous close of 91.60. The currency had hit a record low of 92.30 on Wednesday. On a weekly basis, the rupee logged its worst decline in a month due to oil-price spikes amid the Gulf conflict. The Volatility Index (VIX) jumped 11.3% to 19.9, indicating traders anticipate heightened risks in the near term. "Investors are spooked by the erratic news flows from the West Asia and if the conflict is long drawn, some more pain is expected," said UR Bhat, cofounder and director, Alphaniti. "Unless there is a ceasefire and the warring parties come to the negotiating table, weakness is likely to persist."129189250 No Signs of Trend Reversal Bhat said foreign investors continued to pull out funds from India and are not expected to deploy serious money anytime soon.

Motilal Oswal Financial Services buys a 1.65% stake in Zelio E-Mobility, boosting confidence in the fast-growing EV manufacturer India.