Despite sharp global volatility and a 46% spike in India VIX, Nifty closed nearly flat last week. Sector rotation shows strength in infra, metals, and banking, while auto and IT lag. Caution and stock selection remain key in the near term.

Despite a weekly decline in Indian equities amid global turmoil, Peter Lynch’s investing philosophy—centered on clarity, conviction, and long-term thinking—offers timely guidance for navigating market volatility and avoiding reactive decisions in uncertain environments like today s.

Thirteen companies, including CRISIL, Hexaware and Quess Corp, are set for key corporate actions like dividends, stock split, rights issue, and spin-off in the holiday-shortened trading week.

U.S. stocks surged over 1% as bank earnings kicked off a volatile week marked by trade war anxieties. Treasury yields saw their largest weekly rise in over two decades, while the dollar weakened amid concerns over U.S. trade policy. Gold prices soared to record highs as investors sought safe-haven assets, and oil prices also climbed.

The dollar faced a decline against major currencies amidst trade war worries. Investor confidence in the greenback weakened. China retaliated with increased tariffs on U.S. imports. The dollar hit multi-year lows against the Swiss franc and the euro. Gold prices soared. The European Central Bank pledged to maintain financial stability. Concerns grew about a potential U.S.

Gold prices surged past $3,200 on Friday, fueled by a weakening dollar and escalating U.S.-China trade tensions that heightened recession fears. Investors sought refuge in the precious metal, driving spot gold up nearly 2% to $3,235.89 an ounce.

Oil prices surged, with Brent and WTI crude both rising over $1, after the U.S. hinted at potentially halting Iranian oil exports. This move, aimed at curbing Iran s nuclear program, could tighten global supply. However, trade tensions loom large as China plans retaliatory tariffs on U.S.

Global equity markets dropped 5–25% in Q1 2025 amid Trump’s tariff policies and economic slowdown. Indian indices saw short-lived gains in March but reversed due to renewed global pressures. Despite challenges, local reforms and inflows offer hope.

Brokerages remain upbeat on select BSE midcap index stocks from sectors like electricals, chemicals, and cement, with Trendlyne data showing strong analyst ratings and potential upside of up to 62% on stocks like M&M Financial, ACC, and Aurobindo Pharma.

Bitcoin stayed range-bound between $75,000–$85,000 despite global volatility from Trump’s tariffs. Whale accumulation resumed, institutional interest grew, and macro cues turned crypto-positive, hinting at long-term strength even amid short-term economic uncertainty and trade tensions.