The interim US–Iran peace agreement has significantly improved investor sentiment, triggering a broad-based recovery across equity markets. With crude oil prices easing to below $85 per barrel, concerns around inflation have moderated, supporting a more stable interest rate outlook and improving earnings visibility for FY27. As the risk-reward equation turns more favourable for equities, analysts say investors have increasingly shifted toward growth-oriented sectors such as autos, industrials, capital goods, and real estate, which are well positioned to benefit from an improving macro environment.
Here are two stock recommendations for Friday
