Large-cap leaders have quietly outperformed this year, with a dozen stocks delivering powerful 50–80% gains in under twelve months.
Indian stock markets faced a turbulent week. The Nifty index dropped below 25,300, a key support level. Bank Nifty also weakened, adding to market concerns. Experts suggest this indicates a potential for further declines in the short term. Investors are advised to be cautious and selective in their approach.
Shares of microfinance-linked lenders fell sharply after Bihar passed a bill tightening regulations on MFIs. While the move may have limited immediate financial impact, analysts warn of slower credit growth, rising compliance costs, and potential asset quality stress, especially if similar measures are adopted across other states.
Bitcoin and Ethereum prices are showing caution. A large options expiry is expected to bring short-term volatility. Despite strong Bitcoin ETF inflows, profit-taking and macro risks are capping gains. The global crypto market capitalization has eased. Investors are advised to consider staggered accumulation near support zones.
Shares of Tejas Networks rose sharply on Friday, extending their rise to Day 2 after the company announced a partnership with NEC Corporation to supply 5G Massive MIMO radios. The agreement strengthens Tejas’ global telecom presence and supports broader expansion in next-generation wireless networks.
March has historically favored bulls, with the Nifty closing higher in eight of the past 10 years. This trend has largely been driven by strong FII participation, who were net buyers 70% of the time, supported by DIIs who bought in seven of the last 10 years.
Asian markets capped a stellar February, with the MSCI Asia Pacific Index hitting its strongest February since 1998. South Korea led a powerful AI-driven rally, while global funds boosted emerging-market exposure. Momentum may carry into March, though profit-taking, US inflation data and geopolitical risks could temper sentiment.
The rupee depreciated by 4 paise to 90.95 against the US dollar in early trade on Friday, primarily due to Foreign Institutional Investor (FII) outflows and a decline in domestic equity markets. However, a weaker dollar and falling global crude oil prices provided some support, preventing a steeper fall in the local currency.
Indian markets are seeing sector rotations. Jitendra Gohil of Bajaj Alternate Asset Management says investors should be selective. Strong company finances may lead to lower profits ahead. Foreign investors are focused on AI globally. PSU stocks, especially banks, remain attractive. Power and data centres are also promising. Avoid lower-end consumption and overpriced paint and cement companies. Focus on reform beneficiaries.
Netweb Technologies India Ltd announced a collaboration with Vertiv to jointly develop and validate GPU-based AI infrastructure solutions. The partnership integrates Netweb’s rack-scale GPU platforms with Vertiv’s cooling and power systems, targeting higher rack densities, faster deployment and stable performance for AI training and inference workloads across next-generation data centre environments.
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