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While easing trade tensions between the US and China is a welcome development, Federal Reserve officials anticipate a weakening labour market and continued upward pressure on prices.

India s electronics market is booming, especially in EMS. Digant Haria of GreenEdge Wealth suggests exploring mining PSUs like Moil and NMDC. He also sees value in beaten-down PSU financials such as Canara Bank and Bank of Baroda. Small finance banks like Equitas and Ujjivan are also promising. Haria highlights potential in consumer stocks like Whirlpool and Kajaria post-monsoon.

Aegis Vopak Terminals IPO: The issue is scheduled to open for public subscription on May 26 and will remain available until May 28. Investors can place bids for a minimum of 63 shares and in multiples of 63 thereafter.

Morgan Stanley has set a Sensex target of 89,000 by June 2026, citing India s structural growth, strong earnings outlook, and stable policy environment. In a bull case, Sensex could hit 1 lakh. The firm is bullish on financials and industrials, with stock-picking expected to outperform macro-driven strategies.

Belrise Industries IPO saw 14% overall subscription on Day 1, led by 25% NII interest. With strong FY24 results and plans to repay Rs 1,618 crore debt, the firm is poised for growth. Analysts recommend subscribing, citing robust fundamentals, client base, and potential PAT boost from reduced interest costs.

ITC is expected to report modest 2% YoY revenue growth in Q4, led by strong performance in cigarettes and agri segments. Profit may dip 1%, with margin pressure across FMCG and paperboard segments. Easing tobacco prices and robust agri revenue could support future recovery, despite weak demand in non-core areas.

Silver remains undervalued despite gold s surge, with a record-high gold-silver ratio nearing 100:1. Structural deficits, rising industrial demand, and historical outperformance make silver a compelling tactical bet. Experts suggest a disciplined 5% portfolio allocation via ETFs, targeting a 50–115% upside as silver eyes catch-up gains.

As global jurisdictions advance clear crypto regulations, India risks falling behind despite its digital prowess. With the G20 Declaration anniversary and FSB review approaching, experts urge a structured national dialogue and a principles-based discussion paper to retain talent, capital, and leadership in the evolving digital asset economy.

Borana Weaves IPO: The IPO saw the strongest response from retail investors, who oversubscribed the issue by 49.05 times, followed by non-institutional investors (NIIs) with a subscription of 26.40 times. Qualified institutional buyers (QIBs) also showed solid interest, subscribing 1.60 times.