Oil prices plummeted to over four-year lows due to escalating U.S.-China trade tensions and rising supply. Brent crude fell to $60.69 a barrel, and WTI dropped to $57.22, hitting their lowest levels since early 2021.

Reserve Bank of India is likely to reduce rates again. This is due to growth risks after United States import tariffs. Investors are watching the commentary closely. They want clues about future policy. Donald Trump imposed tariffs on India. This threatens India s GDP growth. Analysts expect more rate cuts this year. Inflation trends look positive.

Finance Minister Katsunobu Kato stated Japan will not use its U.S. Treasury bonds as leverage against American tariffs. This was in response to a suggestion to sell the bonds as retaliation. Kato clarified that these holdings are for potential currency intervention. Selling them would be like buying yen, a move Japan is wary of.

Following Tuesday s market rebound, analysts are offering insights on key stocks. Vedanta shows strength above Rs 370, with potential upside beyond Rs 390. HCL Tech maintains a strong uptrend, favoring a buy-on-dips strategy. Conversely, Delhivery remains bearish, with analysts advising caution until it surpasses Rs 268.

Cyient has launched Cyient Semiconductors, a wholly-owned subsidiary, marking its entry into the semiconductor space. Leveraging 25 years of experience, the new unit will provide ASIC turnkey solutions for global clients across various sectors. The company aims to support India s self-reliance in the semiconductor sector, aligning with the national agenda.

We have collated a list of recommendations from top brokerage firms from ETNow and other sources.

China and Hong Kong stocks plummeted at the opening bell on Wednesday as the U.S.-China trade war intensified. The U.S. imposed 104% tariffs on Chinese goods, effective later that day, triggering market declines. In response, Chinese state holding companies increased share investments, and numerous listed firms announced share buybacks to stabilize the market.

These companies span various sectors and have maintained impressive payout ratios—making them compelling picks for dividend-focused investors.

Ashi Anand of IME Capital suggests IT spending clarity may take one to two quarters, with no significant discretionary spending changes expected due to economic uncertainties. While quick commerce holds long-term potential, QSR s growth hinges on discretionary spending increases as India s per capita GDP rises.

NALCO tops the mid-cap list with a dividend payout of Rs 10 per share in the past 12 months, delivering a dividend yield of 7%.