Sectoral and thematic mutual funds which have continued to receive highest inflows for a very long time, received an inflow of Rs 170 crore in March against an inflow of Rs 5,711 crore in February. On a year-on-year basis, the inflows dropped by 98% from Rs 7,917 crore in March 2024.
FY26 seems like it will be the year of uncertainty. The tariff wars will continue to play out and eventually shake out into a new world order. The last time tariffs were raised so high was back in the 1930s which then led to the 2nd world war.
India's wealthiest business leaders face significant financial setbacks in 2025. They have lost $30.5 billion due to volatile markets and global economic uncertainties. Donald Trump's tariff policies intensify trade tensions, impacting figures like Mukesh Ambani and Gautam Adani. The Indian markets experience corrections, with Sensex and Nifty falling. Foreign investors withdraw capital amid concerns about economic growth.
Saurabh Mukherjea suggests that China's manufacturing advantage, stemming from artificially lowered costs, poses a challenge to democracies. He anticipates China will attempt to flood global markets, including India, necessitating currency depreciation as a countermeasure. Mukherjea believes that India, along with other nations, will negotiate favorable trade deals with America, potentially benefiting the Indian economy.
Several leading brokerage firms have shared positive outlooks on select Indian stocks, highlighting strong upside potential across sectors for the next 12-24 months.We have collated a list of recommendations from top brokerage firms from ETNow and other sources:
Donald Trump does not want a foreign company to control US Steel. He repeated his concerns about Nippon Steel's bid to acquire the American firm. Trump had earlier stated his preference against US Steel going to Japan. This statement caused a drop in the company's shares. Both companies are now collaborating with the Trump administration.
In the NSE large-cap pack, six stocks' close prices crossed above their 200 DMA (Daily Moving Averages) on April 11, according to stockedge.com's technical scan data. The 200-day DMA is used as a key indicator by traders for determining the overall trend in a particular stock. As long as the stock is priced above the 200-day SMA on the daily time frame, it is generally considered to be an overall uptrend. Take a look:
Chinese leader Xi Jinping warned Monday that protectionism "leads nowhere" and that a trade war would have "no winners", state media said, as he was due to kick off a tour of Southeast Asia with a visit to Vietnam. He also reiterated Beijing's line that a "trade war and tariff war will produce no winner, and protectionism will lead nowhere", the agency added.
