Jewellery and footwear sectors are driving growth in consumer discretionary spending. Quick-service restaurants are adapting with pricing strategies. Margins are improving due to cost management. Experts see limited downside in valuations. Key metrics to watch include same-store sales growth and brand margins. Titan, Lenskart, Metro Brands, Vishal Mega Mart, Devyani, and Sapphire are top picks.Read More

Equity markets experienced a sharp reversal this week, erasing early gains and sparking debate about deeper weakness. Despite the choppiness, market experts remain constructive, citing strong earnings trends and sectoral tailwinds. Rahul Shah highlights robust profit growth and positive outlooks for BFSI, metals, consumption, autos, and cement, recommending selective investment in largecap stocks.Read More

Indian equities experienced significant volatility last month, with many BSE500 stocks seeing sharp declines. However, analyst forecasts suggest potential rebounds for several of these battered stocks, with some projected to offer substantial upside in the coming period.Read More

Japan’s Nikkei share ​average fell on Friday as ​heightened U.S.-Iran tensions and a sell-off in U.S. ​private-equity shares dented sentiment.Read More

Japanese government bonds saw gains on Friday. Cooling inflation reduced the need for central bank rate hikes. Prime Minister Sanae Takaichi reaffirmed her commitment to responsible fiscal policy. This led to a decrease in the benchmark 10-year JGB yield. The market showed resilience following a recent election victory. Investor demand for JGBs remained strong.Read More

India’s economy is poised for strong growth, attracting foreign investment. As global AI markets face a shakeout, India’s domestic demand and improving currency offer a compelling alternative. This shift could see billions in foreign capital return, fueling further market expansion. Investors are looking to India for sustained long-term growth opportunities beyond the AI boom.Read More

Australian shares saw weekly gains despite a Friday dip. Strong corporate earnings, especially from banks, supported the market. Investors are now watching results from Woodside Energy, Woolworths, Coles, and Qantas. Miners experienced a slight fall, while banks showed resilience. Guzman y Gomez shares dropped significantly on the day.Read More

Godfrey Phillips fell sharply on Friday as investors booked profits after its sharp three-day rally. The cigarette maker eased to Rs 2,400 even as peers raised prices following the excise duty hike. Despite recent gains, the stock still trails sector leaders and remains below its 200-day moving average, keeping traders cautious.Read More

The NSE will impose an additional 15% margin on 18 stocks in the F&O segment from March 2026, targeting securities where top clients hold over 20% of the Market Wide Position Limit. This measure aims to mitigate risks associated with highly leveraged derivatives. Concurrently, margins on gold and silver futures have been eased.Read More

Indian equities are navigating uncertainties, with strong fundamentals and a supportive macro environment. Despite a disconnect between on-paper strength and market tickers, experts anticipate double-digit GDP and earnings growth by FY27. Investors are advised to focus on bottom-up stock selection, particularly in financials and select mid-caps, as the market matures.Read More