Ceasefire Hopes: Stocks That May Benefit

Easing US–Iran tensions could cool crude oil prices, improving sentiment for Indian markets. Likely Beneficiaries Oil Marketing Companies (OMCs) Lower crude → better margins • Indian Oil Corporation • Bharat Petroleum Corporation • Hindustan Petroleum Corporation Aviation (Fuel Cost Relief) • InterGlobe Aviation • SpiceJet Paints, Chemicals, Tyres Crude-linked inputs become cheaper • Asian Paints • SRF Auto Sector Lower costs + improved demand sentiment • Maruti Suzuki India • Mahindra and Mahindra Financials (Market Sentiment Boost) • HDFC Bank • ICICI Bank Key Insight Lower geopolitical risk → lower oil prices → lower inflation → stronger markets. Learning Outcome For India, crude oil is a key macro driver. When tensions ease, sectors linked to fuel and raw materials typically outperform.