Search+Investment IdeasSynopsisThe US-Iran war continues to create uncertainty for markets across the globe. But more so in India, due to the high correlation between energy costs and inflation and, subsequently, consumption. Adding to the uncertainty, at least in some sectors, is the renewal of the tariff war. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.You think there can be no new headwinds for the markets? Well, think again. Tariffs are back to bite the market. The coming week will probably see some sectors reacting to the latest tariff threats. Also, it is a weekend once again, and recent experience suggests there will be missiles and drones flying across the skies, and belligerent statements being made by both the US and Iran. So, the risk of more volatility hitting the markets on Monday ETMarkets.com 16 mins readJul 25, 2026, 06:37:00 AM ISTGift this Story to your friendsFONT SIZEAbcSmallAbcMediumAbcLargeSAVEPRINTCOMMENTContinue reading with one of these options:Limited AccessFreeLogin to get access to some exclusive stories & personalised newslettersLogin NowUnlimited AccessStarting @ Rs120/monthGet access to exclusive stories, expert opinions & in-depth stock reportsSubscribe NowETUh-oh! This is an exclusive story available for selected readers only.Worry not. You’re just a step away.What’s Included withETPrime Membership
Stock picks of the week: 6 stocks with consistent score improvement and upside potential of up to 26%
The US-Iran war continues to create uncertainty for markets across the globe. But more so in India, due to the high correlation between energy costs and inflation and, subsequently, consumption. Adding to the uncertainty, at least in some sectors, is the renewal of the tariff war. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Six stocks improve scores amid US-Iran tensions and tariff risk; India vulnerable to energy-driven inflation spillover. Tech leader watch: expect India IT budget freezes and hiring caution if tariffs escalate; monitor operational cost inflation impact.
