Global markets are shifting from a low-volatility regime due to geopolitical tensions and persistent inflation. As Q2 begins, investors face uncertainty regarding valuation sustainability in a higher-rate environment. India shows relative strength but faces valuation concerns, emphasizing the need for earnings delivery and disciplined investing over market timing.
Nifty has ended a rare four-month losing streak, a pattern that historically precedes strong recoveries. DSP data shows average one-year returns of 40.7% after similar phases. With fund managers signalling capitulation and increasing equity exposure, market indicators suggest the recent correction may have marked a bottom for Indian equities.
HDFC Securities expects a muted Q4 for Indian IT stocks, with tier-1 growth at -1.1 to +0.9% QoQ CC. It recommends seven stocks, including Infosys, HCL, LTIMindtree, and Mastek, with potential gains from 12% to 57%. Valuations are attractive post-correction, but growth depends on execution in outcome-driven deals.
Warren Buffett’s iconic advice — “Be fearful when others are greedy and greedy when others are fearful” — underscores the importance of contrarian thinking and emotional discipline in investing. By understanding market psychology, valuing assets during fear-driven sell-offs, and avoiding herd mentality, investors can identify opportunities and manage risks. The principle remains highly relevant in today’s volatile, sentiment-driven markets.
Sobha recorded Rs 2,039 crore in sales in Q4FY26, up 11% YoY, with 1.34 million sq ft of new sales. Bangalore contributed 51% and NCR Rs 610 crore. For FY26, the company achieved record annual sales of Rs 8,136 crore, with 5.54 million sq ft at Rs 14,675/sq ft. Shares ended at Rs 1,167.90, down 2.5%.
Suryoday Small Finance Bank’s Q4FY26 gross advances jumped 29% YoY to Rs 13,201 crore, while deposits surged 32% to Rs 13,958 crore. Retail deposits and CASA showed strong growth, and disbursements rose 46% YoY. The stock ended 1.7% higher on NSE, though it has fallen 19% over six months amid broader market weakness.
U.S. stock markets, including the NYSE and Nasdaq, will remain closed on Friday, April 3, 2026, for Good Friday. Bond markets will operate on reduced hours, and key economic data, including the U.S. jobs report, will still be released. Trading will resume on Monday, April 6, 2026, while U.S. markets do not observe Easter Monday as a holiday.
Markets staged a late recovery, but technical indicators suggest indecision rather than a confirmed reversal. Sudeep Shah highlights key Nifty and Bank Nifty levels, cautioning that volatility remains elevated. While IT shows relative strength, rate-sensitive sectors may stay under pressure ahead of the RBI MPC decision and macro uncertainty.
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