The announcement of a two-week ceasefire between the US and Iran has led to a relief rally in Indian equities, although the recovery is fragile as doubts about the truce's longevity persist. Rising crude oil prices have reignited inflation concerns, impacting investor sentiment. Despite the initial optimism, market analysts suggest that volatility will continue, particularly regarding shipping through the Strait of Hormuz. Brokerages have identified approximately 50 stocks across various sectors as potential investments, emphasizing companies with strong balance sheets and domestic demand exposure. Notable mentions include DLF, Godrej Consumer, Infosys, and HDFC Bank. Analysts advise maintaining balanced portfolios due to ongoing geopolitical risks, with oil prices remaining a critical factor influencing inflation and corporate margins. The overall market outlook is cautious, with a focus on stock-specific opportunities rather than broad-based rallies.