India’s benchmark indices ended higher on Friday, with Nifty rising 116.90 points to 25,571.25 and Sensex up 316.57 points to 82,814.71, despite IT stocks weighing on sentiment. Volatility remained elevated, with India VIX up 6.7%. Analysts expect the index to oscillate between 25,300–25,800. US and European markets also closed higher, boosted by the Supreme Court’s...Read More

The US Supreme Court struck down Trump’s IEEPA-based tariffs, prompting a recalibration of global trade. The Trump administration responded with a temporary 15% global tariff under Section 122, easing pressure on India and other emerging markets. Emkay estimates India’s effective tariff at 11–13%, benefiting export sectors, while global trade uncertainty persists amid alternative legal and...Read More

Radhavi Deshpande of Kotak Mahindra Life Insurance says REITs and InvITs offer stable cash flows and portfolio diversification, while fixed income is anchored to asset-liability matching amid rate-cycle uncertainty. For FY27, she sees selective opportunities in large-cap financials, industrials, and consumption, emphasizing earnings quality, capital efficiency, and risk-adjusted returns over momentum or liquidity-driven plays.Read More

Investors turn to financial results from artificial intelligence bellwether Nvidia Corp in the coming week to steady a U.S. stock market ​that has been rocked by AI-related worries and is digesting a Supreme Court overturn of President Donald Trump’s sweeping trade tariffs.Read More

Nifty found support around previous lows while facing resistance at the 21-EMA on the daily chartRead More

Seth Klarman’s value investing principles of capital preservation and margin of safety are gaining relevance amid market uncertainty. Meanwhile, US tariffs on imports have been raised to 15%, triggering renewed volatility and affecting Indian export-oriented sectors. Investors are evaluating the long-term impact of these trade tensions.Read More

Valuation expert Aswath Damodaran prefers Anthropic over OpenAI for investment, citing leadership dynamics rather than fundamentals. Both AI firms boast record-breaking private valuations—OpenAI near $730 billion and Anthropic at $380 billion. Despite the gap, the race for AI dominance raises concerns about productivity, jobs, and market impact, with recent Anthropic plugin releases triggering software market...Read More

Newgen Software and Netweb Technologies led Nifty 500 gains last week, rallying 16% and 17% respectively, supported by surging delivery volumes. Nifty and BankNifty maintain bullish momentum, with key support at 25,400 and 59,500, and resistance near 25,900–26,200 and 62,800–63,500. VIX spike signals elevated volatility, while select stocks like KEI and Triveni show strong technical...Read More

Indian markets head into Monday amid fresh tariff uncertainty after Donald Trump raised temporary US import duties from 10% to 15%, following a Supreme Court setback. While experts say markets may price in continuity, near-term volatility remains likely. Export-oriented sectors could see knee-jerk reactions as investors assess legal risks, refund implications and the broader India-US...Read More

Primary markets brace for a hectic week as nine IPOs open across the mainboard and SME segments. Grey market premiums remain selective, with standout interest in select SME counters.Read More