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Investors in IT stocks face a choice between stability and growth potential amid domestic equity market uncertainty. Tier-1 IT stocks have seen less severe declines in 2025 compared to tier-2 stocks, which show strong long-term returns despite significant short-term fall.

Indian chemical and auto stocks, including Navin Fluorine, PI Industries, and Bharat Forge, fell up to 6% following the U.S. administration’s 26% blanket tariff on Indian imports. The chemical and automobile sectors, with significant U.S. exposure, are expected to face demand and revenue pressures. India is in talks with Washington to minimize economic fallout from the tariffs.

Indian corporates shattered fundraising records in FY2024-25 by raising Rs 19.96 lakh crore through equity and debt instruments. Equity mobilisation doubled to Rs 3.71 lakh crore, driven by significant IPO activity and a resurgence in Qualified Institutional Placements. Debt fundraising also reached an unprecedented Rs 11.12 lakh crore.

N Jayakumar, MD of Prime Securities, discusses the impact of new US tariffs on global trade, emphasizing that the US is facing shortages in key sectors like pharmaceuticals and minerals. He believes that the tariff rates will eventually decrease as these measures serve as a negotiating tactic by the US administration, particularly impacting the US dollar and benefiting Indian markets.

Swaminathan Aiyar warns that the world may be at initial stages of a potential prolonged trade war led by Trump, predicting severe global economic impacts. With high tariffs, industries like Apple s Indian plant may face significant export challenges. Aiyar foresees a long period of instability, recession, and possible further retaliation, emphasizing the catastrophic implications for world, Indian, and American GDP.

The Nifty Realty index was trading 0.2 per cent down at 852.9.

According to me, the biggest moving part for the rest of the year is going to be what happens to domestic liquidity and as a result to credit growth and therefore earnings growth for companies. We have been in a liquidity deficit scenario for far longer than what should be natural for an economy like ours.

Larry Fink, the CEO of the world’s largest asset manager, recently proposed that Bitcoin might challenge the U.S. dollar’s dominance as a global reserve currency. His comments come as BlackRock’s spot Bitcoin ETF, which was launched earlier, continues to experience strong inflows, enhancing Bitcoin’s credibility within institutional circles.

Helios Capital’s Samir Arora warns that India s stock market is more vulnerable to a weakening US economy than direct tariffs. With new US tariffs set for April 2, concerns over trade tensions and economic slowdown have fueled market volatility.

Krishna Memani explores the impact of market corrections and Trump s tariffs on US equities and profits. He suggests cutting equity exposure and investing in developed market bonds to hedge against rising uncertainty and high valuations. Memani discusses investor strategies and the potential influence on international and emerging markets, emphasizing the importance of long-term asset allocation.