Vedanta led NSE 100 s FY25 performance with an 87% TSR, driven by share price appreciation and dividends. Divi’s Laboratories, Bajaj Holdings, BEL, and IndiGo also delivered strong returns. Vedanta s growth was fueled by a strengthened balance sheet, production efficiencies, and progress on its demerger plan, enhancing investor confidence.

Gensol Engineering shares hit a fresh 52-week low, down 90% from peak, after Sebi barred its promoters for financial misconduct and governance lapses. The probe revealed fund diversion of over Rs 977 crore, falsified documents, and luxury spending. Gensol has pledged full cooperation with a forensic audit as investor sentiment remains deeply impacted.

Gold and silver surged in international markets, driven by strong safe-haven demand amid escalating US-China trade tensions. Gold prices jumped over $100 per troy ounce, reaching record highs, as investors sought refuge from growing geopolitical and economic uncertainty.

Analysts predict significant gains for select BSE Small Cap stocks in the coming year. Raymond Lifestyle, One Mobikwik Systems, and Allcargo Gati are among companies expected to surge, potentially rising between 110% and 210%. Strong Buy ratings have been issued by analysts, indicating confidence in the projected growth of these stocks, offering substantial upside potential for investors.

India s consumption theme is poised for a strong FY26, fueled by tax cuts, easing monetary policy, and a promising monsoon. The Rs 1 lakh crore income tax relief and potential 8th Pay Commission implementation are expected to boost spending.

IDFC First Bank shares fell 4.1% after it approved raising Rs 7,500 crore via preferential issue to Warburg Pincus and ADIA affiliates. Despite microfinance headwinds in FY25, the bank highlighted strong long-term growth, improved metrics, and a turnaround in profitability. Analysts maintain a Hold rating with a 4% upside potential, as the stock trades near key technical levels.

Sonata Software shares plunged 13.5% after the company warned of lower-than-expected Q4FY25 revenue from its largest international client. The stock has dropped nearly 50% in 2025 and is trading below key technical levels. Weak guidance and ongoing client issues have triggered bearish sentiment despite recent analyst buy recommendations.

Independent EM Commentator, Geoff Dennis, suggests India s resilience in the post-Trump tariff world will persist. Inflation is decreasing, and interest rates have been cut. Latin America and parts of EMEA will also be defensive. China, Taiwan, Korea, and ASEAN may face challenges until tariff issues resolve. Trade talks are complex, and a mid-year review is expected.

Amnish Aggarwal of Prabhudas Lilladher suggests a positive outlook for the Indian market due to tax cuts, increased capital expenditure, and favorable monsoon forecasts. While global tariffs pose a risk, recent FII buying and corrected valuations offer near-term support.