The Key Positive Catalysts for the Wednesday session:
A key positive is that in yesterday’s trade, Foreign Institutional Investors (FIIs) flipped back to net buyers to the tune of ₹995.21 crore.
Overall, the market breadth was positive on Tuesday, supported by the outperformance of the broader market indices.
Investors seem to be digesting concerns over AI-driven disruption as the Nifty IT index surged over 1% in yesterday’s trade.
Iran-US talks: Iran says it hopes diplomatic talks with the US will lead to a sustainable solution, while also stating it is fully prepared to protect itself against any threat.
The stock-specific actions are likely to continue in the following:
Stocks to Watch on Wednesday: Infosys, BHEL, Engineers India and Others
Company
| Key Development / Trigger
|
Infosys
| Unveiled AI-first value framework via Infosys Topaz; targeting $300–400 bn AI-led opportunity by 2030.
|
Dabur India
| Appointed Herjit S Bhalla as CEO – India Business; Mohit Malhotra redesignated as Global CEO.
|
Bharat Heavy Electricals (BHEL)
| Received ₹1,200–1,500 crore LoA from Steel Authority of India for captive power plant.
|
Dilip Buildcon
| Emerged L-1 bidder for ₹702 crore Narmada flood protection project in Gujarat.
|
Engineers India
| Board meeting on Feb 26 to consider a second interim dividend.
|
Bosch
| Tillmann Olsen is appointed CFO effective June 1, 2026.
|
Institutional Flows – FIIs and DIIs
On February 17, Foreign Institutional Investors (FIIs) were net buyers, having bought equities worth ₹995.21 crore. Domestic Institutional Investors (DIIs), on the other hand, bought shares totalling ₹187.04 crore during the same session.
FIIs have emerged as net buyers after selling for two consecutive trading sessions. Moreover, in February so far, they have been net sellers to the tune of ₹1,350.48 crore
Tuesday’s Market Action
On Tuesday, the Indian stock market ended higher, extending gains for the second consecutive session.
The Sensex gained 173.81 points, or 0.21%, to close at 83,450.96, while the Nifty 50 settled 42.65 points, or 0.17%, higher at 25,725.40.
Wall Street Closed Marginally Higher on Tuesday
US equity markets closed marginally higher on Tuesday, supported by gains in technology and financial stocks.
The Dow Jones Industrial Average advanced 32.26 points, or 0.07%, to 49,533.19. The S&P 500 rose 7.05 points, or 0.10%, to 6,843.22, while the Nasdaq Composite gained 31.71 points, or 0.14%, to close at 22,578.38.
Among major stocks, Nvidia climbed 1.18%, Advanced Micro Devices slipped 2.05%, Microsoft fell 1.11%, Apple rallied 3.17%, Amazon added 1.19%, and Tesla declined 1.63%.
Market participants will closely monitor the release of the Fed's meeting minutes and Friday's key PCE inflation data for more clarity on the interest rate outlook.
Iran–US Nuclear Talks
Iran and the United States have agreed on key “guiding principles” during discussions to address their long-running nuclear dispute, according to Iranian Foreign Minister Abbas Araqchi.
However, he clarified that the understanding does not indicate a final agreement is close yet.
Japan Trade Deficit
Japan recorded its fifth straight month of export growth in January.
Exports jumped 16.8% year-on-year, beating market expectations of a 12% rise and improving from December’s 5.1% increase.
Meanwhile, imports declined 2.5% YoY,
As a result, Japan posted a trade deficit of 1.15 trillion yen ($7.51 billion) in January - significantly smaller than the projected 2.14 trillion yen deficit.
Commodities - Gold, Silver and Crude Oil
Gold hovered around $4,895 per ounce on Wednesday.
Silver fell 0.5% to below $73.5 per ounce, extending its four-week slide as a firmer US Dollar and recalibrated Federal Reserve expectations outweighed recent support from softer inflation.
WTI crude oil futures lost 5 cents or 0.08% to trade at $62.28 on Wednesday. Oil prices fell slightly on Wednesday as talks between the United States and Iran progressed, raising hopes for a de-escalation of bilateral tensions and lowering risks of supply disruptions from the Middle Eastern oil producer.