RailTel shares jumped 25% in two days after landing fresh orders worth over Rs 700 crore, including major tunnel communication projects from RVNL and a UP Police recruitment services contract. The strong order pipeline and steady execution outlook have boosted investor sentiment.

Ola Electric shares have rebounded sharply, surging 68% in under 10 sessions, while Ather Energy gained 16% over the same period. Despite the recovery, Ola remains down 75% from its Rs 157 peak and nearly 50% below its issue price. In contrast, Ather Energy has surged 172% from its IPO price within a year of listing.

Tejas Networks reported a significant widening of its net loss to Rs 211.3 crore in Q4 FY26, with revenue plummeting 82.6% year-on-year. Despite the weak operational performance, the company's order book grew 49% to Rs 1,514 crore, indicating strong future demand.

Domestic mutual funds bought banking stocks worth Rs 38,000 crore in March, countering heavy FII selling of Rs 60,655 crore during the Iran war selloff. Major accumulation was seen in HDFC Bank, ICICI Bank, SBI, Kotak Mahindra Bank, and Axis Bank. HDFC Bank emerged as the top pick across leading mutual fund houses, according to Prime Database estimates.

Oil prices stayed below $95 as hopes of a US-Iran deal cooled supply concerns, with near-term direction hinging on progress in geopolitical talks and actual restoration of supply flows.

Indian companies scaled back overseas bond issuances as improved domestic liquidity and a weaker rupee made local fundraising more attractive.

Concerns grow over China's global surveillance technology and repression of Uyghurs. The World Uyghur Congress highlighted these issues. Activists marked 36 years since the Baren Uprising, a key moment of Uyghur resistance. Demonstrations called for justice. China's new economic security framework also raises global unease.

India's economic growth for FY27 is projected at 6.6 percent. The World Bank notes potential risks from the Gulf conflict impacting global energy prices. However, India's economy is strong, supported by reserves and low inflation. Growth is expected to average 7.1 percent from FY28 to FY29. Boosting private sector growth is key for job creation and achieving Viksit Bharat.

China has stated it made "own efforts" to push for a ceasefire between the US and Iran, following reports of its pivotal role in brokering a two-week pause in hostilities. Foreign ministry spokeswoman Mao Ning detailed Beijing's diplomatic engagements aimed at deescalating regional tensions and achieving long-term stability.

The Reserve Bank of India maintained its key policy rate at 5.25% due to ongoing West Asia tensions, warning of supply chain disruptions impacting inflation and growth. Projections for GDP and inflation remain within targets, though geopolitical uncertainty poses downside risks. Markets reacted positively to the news.