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Inflation silently erodes investment returns, reducing real gains across asset classes. While tax indexation benefits have been rolled back, Inflation-Protected Securities (IPS) offer a reliable hedge. India s limited adoption of IPS presents an opportunity for expansion, ensuring stable real returns amid persistent inflationary pressures.

Bitcoin briefly surged to $88,758 before retreating, fueled by MicroStrategy’s $584M purchase and Trump’s tariff comments. Analysts predict further upside if BTC holds above $85,000. Market sentiment remains positive, with major altcoins posting gains. Institutional interest and ETF inflows continue supporting Bitcoin’s dominance.

This article explores the long-term benefits of staying invested in equities, illustrating how missing the best market days can drastically reduce returns. It emphasizes the importance of revisiting investment goals, diversifying portfolios, and continuing investments during market corrections. The piece advocates for a disciplined, long-term strategy to achieve financial growth and navigate market volatility.

Motilal Oswal noted that the consumption sector’s underperformance—nearly 900-600 basis points below the Nifty100—presents attractive entry opportunities in certain stocks. The firm highlighted Page Industries, Devyani International, Metro Brands, V-Mart, Lemon Tree Hotels, LT Foods, and Cello World as top picks with solid fundamentals and growth prospects.

Anshul Saigal emphasizes long-term investing over short-term predictions, highlighting key growth themes. The power sector is set for expansion, while consumer discretionary stocks may lead market trends post-2025. Kotak Bank shows turnaround potential, but the cable and wire sector faces competitive pressures. Investors should focus on strategic positioning amid market shifts.

Japan s Nikkei share average rose 0.5% to close at 37,780.54, snapping a three-day losing streak, largely due to optimism over potentially less severe U.S. tariffs. Despite early gains, ongoing uncertainty limited the rally. Significant contributors included Toyota Motor and Fast Retailing, while Nexon saw a 9% increase.

UBS upgraded UltraTech Cement and Ambuja Cement to "buy" from "neutral" and "sell," respectively, and also raised Dalmia Bharat to "buy" from "sell." The brokerage firm anticipates that structural cost reductions and sector consolidation will drive a multi-year earnings upcycle.

Anshul Saigal of Saigal Capital emphasizes the importance of investing in companies with favorable risk-reward opportunities and reasonable valuations for long-term gains. He recommends focusing on power and consumer discretionary sectors, predicting significant future potential. Saigal also highlights opportunities in specific stocks like Kotak Bank and advises caution in the wires and cables sector due to rising competition.

Matt Orton of Raymond James Investment suggests fears of a US recession due to tariffs are exaggerated. He believes the rally in India is sustainable, with potential benefits from quickly negotiated tariffs. Investors should look for high-quality opportunities after April 2nd. China may face tougher tariffs, but this could lead to beneficial negotiations.

India s IT sector gained nearly 2% on Tuesday, driven by overnight U.S. tech stock gains and global market relief following U.S. President Trump s flexibility on planned tariffs. Major Indian IT companies, which earn a significant portion of their revenue in U.S. dollars, saw gains, with L&T Technology Services, Coforge, and Mphasis rising up to 2%, while others also reported solid increases.