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Stocks in News

* HINDUJA GLOBAL SOLUTIONS: Uttar Pradesh’s State Transformation Commission has signed an MoU with OneOTT Intertainment, the company’s broadband arm, to implement the GANGA digital inclusion project.

* SJVN: The Nathpa Jhakri Hydro Power Station has surpassed the 150 billion-unit power generation milestone.

* RAILTEL: The company clarified that its MoU with GAIL to develop a digital infrastructure backbone is non-binding, with no definitive terms finalised yet.

* DIXON TECHNOLOGIES: MeitY has approved HKC Overseas’ acquisition of a 26% stake in Dixon Display Technologies. Post the transaction, the unit will operate as a JV, with Dixon retaining a 74% stake.

* MINDA CORPORATION: The company has signed an agreement with Turntide to form a joint venture to develop next-generation EV powertrain solutions.

* ACME SOLAR: The company’s arm, ACME Eco Clean Energy, has received a GEDA commissioning certificate for 4 MW of its 100 MW Gujarat wind project.

* WEWORK INDIA: The company has signed a lease deed in Chennai for capacity expansion, involving an estimated investment of nearly Rs.35 crore.

* TATA POWER: The company has invested Rs.50 crore as the first tranche to acquire a 40% stake in Dorjilung Hydro Power, part of a planned total investment of nearly Rs.1,572 crore.

* DEVYANI INTERNATIONAL: The company has acquired an additional 11.4% stake in Sky Gate for Rs.57.5 crore, making Sky Gate its subsidiary

Economic News

* Govt Considers New Support Measures for Exporters Amid Geopolitical Tensions: The central government is considering a new support scheme and possible tweaks to the Export Promotion Mission (EPM) to assist exporters impacted by the ongoing Middle East conflict. Officials said additional incentives may be introduced if tensions persist, as exporters fear disruptions to key trade routes, rising freight and insurance costs, and volatility in energy markets. The Rs.25,060-crore EPM, approved in November 2025 for FY26–FY31, aims to strengthen. Industry bodies have warned that escalating geopolitical risks are already disrupting global logistics, raising marine insurance premiums, and potentially pushing up energy costs and currency volatility, adding pressure on exporters.

Global News

* Oil Prices Retreat After $100+ Spike as Hopes of Iran War De-escalation Ease Supply Concerns: Oil prices eased on Tuesday after surging above $100 per barrel in the previous session, as U.S. President Donald Trump signaled the Middle East conflict could end sooner than expected, easing fears of prolonged supply disruptions. Brent and WTI had briefly jumped to nearly $119—their highest since mid-2022—amid concerns over supply cuts and shipping disruptions during the escalating U.S.-Israel–Iran tensions. Prices later retreated following reports of diplomatic efforts led by Russia to seek a quick settlement. Markets were also weighed down by indications that the U.S. may ease sanctions on Russia and potentially release emergency crude reserves to curb rising prices. Meanwhile, production cuts across key Gulf producers, including Iraq, Kuwait, and Saudi Arabia, have added to supply uncertainty, keeping oil markets volatile.

Government Security Market:

* The Inter-bank call money rate traded in the range of 4.20%- 5.22% on Monday ended at 4.85%.

* The 10 year benchmark (6.48% GS 2035) closed at 6.7184% on Monday Vs 6.6898% on Friday

Global Debt Market:

U.S. Treasury yields climbed higher on Monday as oil prices soared past $100 a barrel and increased inflation fears among investors. At 6 a.m. ET, the benchmark 10-year Treasury yields rose over 3 basis points to 4.17%, and the 30-year Treasury bond added 3 basis points to yield 4.788%. The 2-year Treasury note yield was over 4 basis points higher to 3.598%. Investors are watching oil prices, which jumped more than 25% earlier to above $110 a barrel, fueling concerns about rising energy costs and an inflation spike. West Texas Intermediate later pulled back and was last trading around $99 per barrel, and global benchmark Brent was at $102 per barrel. The surge in oil prices came after major Middle Eastern oil producers, Kuwait, Iran, and the UAE, cut oil production following the effective closure of the Strait of Hormuz amid the war. The G7 finance ministers are expected to hold a call at 8:30 a.m. EST to discuss potentially. Elsewhere, investors are looking ahead to a busy week of economic data, including February inflation data on Wednesday, the personal consumption expenditures index, and JOLTs job opening figures for January on Friday. Additionally, Federal Reserve officials are currently in their premeeting blackout period ahead of the March interest rate decision.

10 Year Benchmark Technical View :

The 10 year Benchmark (6.48% GS 2035) yield likely to move in the range of 6.70% to 6.7250% level on Tuesday.

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