The market traded within a narrow range on Monday, albeit with a positive bias, as investors continued to assess the progress of US–Iran negotiations. Overall sentiment remained constructive, supported by outperformance in utilities, banking, and healthcare sectors. This strength was largely driven by a more selective, sector- and stock-specific investment approach. However, concerns around the slow progress of the monsoon could lead to inflationary pressures, potentially impacting consumer sentiment and demand in agriculture-linked segments.Analysts say while this may moderate near-term momentum, the broader outlook remains favourable, supported by a resilient earnings trajectory and continued policy backing, which underpin a constructive medium-term view.Here are two stock recommendations for Friday Stock Ideas