Markets may open strong after the US Supreme Court struck down Trump’s tariffs, with GIFT Nifty signalling gains. However, a new 10% global tariff introduces uncertainty. Export sectors, metals and pharma remain in focus, while investors track policy responses and global cues for direction in the coming sessions.
Aparna Karnik, Fund Manager at DSP Mutual Fund, says multi-asset funds focus on balance, not chasing short-term gains in gold or equities. Disciplined diversification, calibrated equity exposure, systematic rebalancing, and selective allocations to REITs, InvITs, and commodities aim to deliver smoother, risk-adjusted returns across market cycles.
Markets ended higher despite volatility, with Nifty consolidating in a narrow range. FII positioning shows gradual short covering but remains cautious. IT stocks stay under pressure, while banking and PSU sectors show strength. Analysts expect sideways movement with stock-specific action and highlight key technical levels for the coming week.
Rising tensions between the United States and Iran risk disrupting crude flows through the strategic Strait of Hormuz, potentially spiking global benchmarks and raising India’s fuel and inflation pressures. Even limited disruption could widen volatility as import-dependent economies brace for higher energy costs.
CleanMax raised Rs 921 crore from anchor investors ahead of its Rs 3,100 crore IPO, drawing strong participation from global names like Temasek Holdings and domestic institutions. The robust anchor response underscores rising investor interest in commercial and industrial clean-energy platforms.
Brent crude prices saw a late-day surge due to short-covering as investors reacted to escalating U.S.-Iran tensions over nuclear weapon development. Despite this, both Brent and WTI futures experienced weekly gains, with traders betting on higher prices amidst concerns over potential supply disruptions in the Strait of Hormuz.
In a bold pivot towards the future, major tech giants are pulling back on stock buybacks to invest heavily in artificial intelligence. Their focus on developing advanced AI capabilities, rather than returning cash to shareholders, indicates a strategic shift that could reshape the industry landscape.
The Supreme Court delivered a rare rebuke to President Trump, ruling he lacked the power to declare an economic emergency and impose sweeping tariffs. This decision prolongs political and economic trade chaos, with the White House planning to use alternative laws. Democrats seized on the ruling, stating Trump "is not a king" and his tariffs were illegal, impacting middle-class families.
Securities and Exchange Board of India has approved IPOs of Integris Medtech, Alpine Texworld, Anjali Labtech and Appl Containers. Integris plans a Rs 925 crore issue largely for debt repayment, while the others aim to fund expansion and list on NSE and BSE.
Warning! Information Posting in this website is only for educational purpose. We are not responsible for losses incurred in Trading based on this information.