U.S. business activity slowed to an 11-month low in March as the war in the Middle East raised prices for energy products and other inputs, a survey showed on Tuesday, reinforcing fears of an acceleration in inflation in the months ahead.
Scepticism is easy, but being right requires conviction, according to Benjamin Disraeli. In investing, those who rise above fear, trust fundamentals, and act when pessimism peaks often create lasting wealth. Discipline and courage—not hesitation—separate investors who succeed from those who simply wait.
The Indian rupee edged higher, breaking a streak of record lows, as traders assessed mixed signals regarding Middle East conflict resolution. Despite a slight uptick, the currency remains weakened by surging oil prices and foreign investor outflows. Global markets saw relief, boosting Indian equities and bonds, though caution persists amid lingering energy shock and diplomatic uncertainty.
Emkay Global Financial Services expects the Nifty to rebound 5% as geopolitical tensions ease, with markets pricing in a peace-led recovery. Nifty 50 weakness, driven by FPI outflows, may reverse, while Donald Trump’s pause on Iran strikes boosts sentiment and supports risk appetite returning.
Indian markets are down, presenting a buying opportunity for long-term investors. Vikas Khemani of Carnelian Asset Management sees potential in banking, aviation, and pharma sectors. He believes geopolitical fears are fading, which could lead to a market bounce. Investors with a two to three year outlook can find good prices on desired stocks.
Market expert Vijay Kedia backed Mohandas Pai’s call for open-market buybacks to stabilise equities, saying retail investors quietly held markets together amid relentless FII selling. With benchmarks sliding nearly 10% in a month, sentiment improved slightly after Donald Trump signalled progress in U.S.–Iran talks.
Indian equity markets showed early gains on Tuesday, climbing around 250 points, but experts advise caution, suggesting the rally may not signal a complete turnaround. Market sentiment remains subdued, with only 10-15% of stocks trading above key moving averages, indicating a potential bottoming phase.
Ray Dalio shared insights on building an all-weather portfolio amid global market volatility triggered by rising oil prices and geopolitical tensions. He emphasised diversification and risk parity to balance returns and minimise risk. The guidance comes as Indian markets face sharp corrections and continued foreign investor selling pressure.
Indian markets posted a muted 1% rebound on Tuesday as conflicting signals from the US and Iran kept investors on edge. While President Donald Trump hinted at progress in talks and delayed military action, Tehran denied any negotiations. With the Strait of Hormuz still disrupted, uncertainty over oil supply and the war’s trajectory continues to cloud market sentiment.
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