📊 Monday Market Reaction (Expected)

RELIANCE

ONGC

📊 Monday Market Reaction (Expected) 🟢 Opening Bias: STRONGLY GAP-UP Positive global cues + falling crude Risk-on sentiment returning Likely Nifty gap-up 150–300 pts range 👉 Reason: Lower oil = huge relief for India (import-heavy economy) 🔥 Sector-wise Impact 🚀 Big Winners Oil marketing companies (IOC, BPCL, HPCL) → benefit from lower crude Paints, FMCG, Aviation → margin expansion Banks & Financials → sentiment boost ⚠️ Underperformers Oil & Gas upstream (ONGC, Oil India) → crude fall negative Defence stocks → cooling geopolitical premium 💡 Reliance Impact (Important for your post) Mixed but slightly bullish bias ❌ Oil fall negative for refining margins ✅ Positive sentiment + retail + Jio story supports stock Net: Likely to move with index (upward bias) 🧠 Smart Trader Insight Market already corrected earlier due to war: When tensions rose → markets crashed The Times of India Now tensions ease → relief rally kicks in (classic cycle) MarketWatch ⚠️ But Don’t Get Trapped Rally may be gap-up → sell-on-rise later Analysts warn near-term resistance still present The Economic Times Geopolitics = headline-driven volatility