•Oil-sensitive stocks to surge/fall as crude prices likely to jump after US attack on Iran, Khamenei's death, and Strait of Hormuz closure.
•Tourism stocks (aviation, hotels, booking firms) to be impacted by Iranian missile strikes in Dubai, leading to flight cancellations and airspace closures.
•Gold financiers (Manappuram, Muthoot Finance) and jewelry stocks (Titan, Kalyan Jewelers) to see spotlight as gold prices could surge due to 'flight to safety'.
•Tata Motors CV and Mahindra & Mahindra face setback as Indonesia halts order for 105,000 trucks.
•Stocks with Middle East exposure (L&T, Kalyan Jewelers, Welspun Corp, KEC International) to be in focus after Iranian drone attacks.
