Kenneth Andrade of Old Bridge Capital Management suggests that the global economy is heading towards stagflation, with the US facing tariff-driven inflation and the rest of the world grappling with deflation due to inventory surplus. He advises investors to build portfolios focused on companies that are self-sustaining and have strong balance sheets, rather than chasing growth.

Amidst a mixed earnings season, the IT sector faces headwinds from discretionary spending uncertainty and pricing challenges, potentially delaying recovery. However, domestically focused sectors like agrochemicals, healthcare, and banking show promise. Valuations are currently fair, with expectations of a stronger second half in FY25 driven by consumption and government spending.

While he cautions that equities may face pressure and deliver subpar returns in the near term, he believes the current environment presents a rare window for bargain hunters to accumulate high-quality stocks at reasonable valuations.

So, overall sentiment looks very positive and till the time Nifty remains above 23,300 the sentiment might remain positive and buy on dip strategy will be favoured and on the higher end Nifty might move towards 24,100.

White House economic advisor Kevin Hassett indicated that President Trump is still considering firing Federal Reserve Chair Jerome Powell, despite concerns about the central bank s independence and market stability. Trump has repeatedly criticized Powell for not lowering interest rates, accusing him of playing politics.

U.S. stock market faces a crucial week as major companies report earnings amid trade policy uncertainties sparked by President Trump s tariffs. Investors are on edge, with recession odds rising and volatility remaining high.

ICICI Bank, YES Bank, and HDFC Bank are set to release their Q4 earnings, with HDFC Bank anticipated to show a net profit increase between 2.5% and 7%. ICICI Bank is projected to reveal a double-digit net profit growth, potentially rising by 10-15%. Brokerage firms have provided estimates for both banks net interest income, indicating positive growth.

From daily Vipassana meditation to consistent running and gratitude journaling, Jhawar has built a disciplined wellness routine that not only fuels his productivity but also shapes his leadership and company culture.

The company said that the Indian-Owned-and-Controlled Company (IOCC) will enable Blinkit to improve its margins -- particularly in fragmented or unbranded categories, as well as in established FMCG segments, where owning inventory allows for better margins. Eternal also noted that several Indian companies benefit from IOCC status by owning inventory in their online commerce operations.

Indian equities rebounded strongly, driven by a pause in US tariffs, with the Sensex gaining over 4%. Small caps surged, offering relief to investors after months of pressure. Banking stocks led the gains, supported by a favorable monetary environment and reduced deposit rates. FIIs returned with strong buying, and analysts advise focusing on domestic themes amid global uncertainties.