At the close, BSE Sensex was up 0.96 per cent, Nifty50 was up 0.87 per cent.

Not all tariffs were linked to India, but a GTRI report estimates that $10-12 billion of the total refunds (over $166 billion) touch on Indian goods. Read full report here

Iran's delegation is expected to reach Islamabad on Tuesday morning to resume discussion with the US side, according to Al Jazeera report. 

The Reserve Bank of India eased some rules on currency speculation, which also weighed on the rupee. Read full report here

Sobha, The Phoenix Mills, and Godrej Properties were the top gainers in the Nifty Realty index. 

As of 11:00 AM, the Nifty50 was trading 0.73 per cent or 179 points higher at 24,543.3, and the Sensex was trading 0.83 per cent or 655.2 points higher at 79,175.76.

When Tim Cook became CEO, Apple's stock traded near $13 (split-adjusted). At the time of his exit, it closed around $273. Read full report here

India's economy is projected to grow at 6.4 per cent this year and 6.6 per cent in 2027, according to a report by the United Nations. 

With Brent surging to $95 on fresh US-Iran tensions and India VIX jumping 9% to 18.8, InvestorAi is leaning into domestic capex and energy - a book built to absorb an external oil shock rather than fight it. FII selling persists but DII flows hold the floor; the conviction is that India's capex cycle compounds regardless of crude.

Where We're Concentrated

Three lanes carry the weight: commodity/energy upside (ONGC, JSW Steel), heavy-industry capex (BHEL, Grasim), and defensive industrials (3M India). If Brent cracks back toward $85 on a US-Iran breakthrough, the energy leg unwinds fast - but the capex spine carries independent domestic demand support.

Conviction Picks

HIGHEST CONVICTION

3M India

A diversified industrial with pricing power - holds its shape when VIX spikes and input costs climb.

ONGC

Direct beneficiary of $95 Brent - the cleanest upstream hedge in today's tape.

Grasim Industries

Cement and VSF exposure compounds the domestic capex cycle with rural demand - survives the crude shock.

BHEL

Power-sector capex proxy; orderbook is domestic, insulated from FII flow mood.

JSW Steel

Steel prices firm on global supply disruption - plays both the infra thesis and the commodity tailwind.

One Thing to Watch

Brent at $95. A drop below $90 on US-Iran diplomacy reopens FII appetite and rotates the book out of energy into financials - a fast reversal risk.

In the broader markets, the Nifty Midcap 100 index rose 0.47 per cent, and the Nifty Smallcap 100 was up 0.66 per cent.

In the pre-market session, the BSE Sensex rose to 78,617.22 levels, up by 97 points or 0.12 per cent, and NSE Nity50 rose merely 9.70 points, or 0.04 per cent to 24,374.55 levels. 

The price of 24-carat gold fell Rs 10 in early trade on Tuesday, with ten grams of the precious metal trading at Rs 1,55,280, according to the GoodReturns website. The price of silver also declined by Rs 100, with one kilogram of the precious metal selling at Rs 2,74,900. 

Most markets in the Asia-Pacific region advanced on Tuesday morning, with the Kospi leading gains. The index was up 1.70 per cent. Japan's Nikkei 225 and Hong Kong's Hang Seng were trading 1.11 per cent and 0.23 per cent higher, respectively. 

The CIBIL check feature is available on BHIM app version 4.0.19 and above. The aim is to help users track their financial health. Read full report here

In India, government bonds are issued by the Reserve Bank of India on behalf of the Government of India. Tenures range from 91-day to 40 years. Read full report here

At the close on Monday (April 20), the total market cap of all 30 BSE Sensex companies stood at Rs 4,65,68,567.86.