New Delhi, July 1 -- Market benchmark Nifty 50 lost about 9% in the first half of the calendar year 2026 (H1CY26), hit by concerns over the Middle East conflict, crude oil volatility, rupee's weakness, and heavy foreign capital outflow.

Experts, however, expect a recovery in the second half as they expect oil prices to settle near $75 per barrel after a peace deal between the US and Iran is finalised. While there have been fresh escalations in tensions between the two countries over the last few days, hopes are high that a final resolution of the conflict may be near.

As the domestic market appears ripe for a rebound, most experts believe this is the right time to bet on quality stocks for the long term. Vinit Bolinjkar, Head of Researc...