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The Indian logistics sector is poised for growth, driven by strategic international collaborations and a robust domestic market. This article delves into the sector s performance, outlook, and highlights key companies that are set to benefit from this positive trajectory.

The historical link between rising U.S. Treasury yields and a stronger dollar has broken in 2025, as yields surge on fiscal stress fears, not economic strength. Downgrades, declining foreign demand, and rising refinancing costs are straining markets, pressuring the dollar and equities amid economic slowdown and investor uncertainty.

Sandip Sabharwal suggests a potentially positive outlook for commercial vehicles due to economic growth and lower interest rates, favoring companies like Ashok Leyland and Mahindra & Mahindra. He expresses caution regarding Balkrishna Industries entry into the mass-market tire segment, citing potential negative impacts on valuation. Sabharwal also believes that the bullishness is built into the OMC stocks.

Belrise Industries IPO allotment is expected to be finalized today, following a strong subscription rate of 43.14 times. Investors can check their allotment status via MUFG Intime India or the BSE website. The IPO saw significant interest across all categories, with a grey market premium indicating a potential listing gain of 29%.

Sandip Sabharwal shares his bullish market view, sector picks, and investment strategy amid global cues and monsoon trends.

Raymond James Investment s Matt Orton suggests the US market s direction hinges on tariff policy shifts after a strong rally. Investors should brace for potential dips, especially if they missed earlier opportunities. While earnings justify market gains absent tariffs, the market has already factored in a baseline tariff, reacting to specific trade deal developments.

Even margins are high. So, for earnings to kind of move ahead from here on you require topline growth; translation, you require GDP growth rate and our GDP growth unfortunately today is less than 10%, the nominal GDP growth rate is less than 10% and that is really where the challenge has come in.

Nifty crossed the 25,000 mark five times in eight sessions but failed to sustain gains, closing above it only twice. Positive global cues, RBI’s record dividend, and rupee strength supported the rally, but technical resistance and lack of strong momentum raise doubts. Experts say a decisive breakout is needed for the index to advance toward 25,200.

European equities rallied Monday after Donald Trump dialled back on his threat to hit the European Union with 50 percent tariffs by delaying their implementation to July.

Japan s Nikkei share average extends gains to a second consecutive session on Monday as easing trade tensions between the United States and the European Union supported risk appetite.