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Japan s Nikkei share average rallied on Friday, supported by falling U.S. Treasury yields and a weaker yen, but still lost ground for the week.

European stocks rose on Friday as retreating bond yields offered some relief to investors, with brighter-than-expected economic data also aiding sentiment.

Ajay Srivastava, CEO of Dimensions Corporate, advises against investing in traditional sectors like cement and steel, favoring innovative companies with unique infrastructure. He remains invested in Vedanta due to its high dividend yield and irreplaceable mines. Srivastava is wary of PSU stocks, viewing them as extensions of government departments hindering shareholder value.

TBO Tek shares jumped nearly 10% after reporting a 26% YoY rise in Q4FY25 PAT to Rs 59 crore. Revenue grew 21% to Rs 446 crore, while GTV touched Rs 30,832 crore for FY25, led by strong growth in international markets. The company also expanded into 15 new countries and reported healthy EBITDA growth.

Sensex rose 50% in 3 years, but 11 large-cap stocks surged over 1000%, delivering massive multi-bagger returns. Top gainers include Mazagon Dock, RVNL, Inox Wind, Cochin Shipyard, Apar, Zen Technologies.

Lakshmi Iyer from Kotak Alternate observes a significant narrowing of yield spreads between Indian and US bonds, reaching a 20-year low. Favorable domestic demand, controlled inflation, and the start of rate easing are strengthening Indian bonds. Concerns arise from tepid responses to US debt auctions and escalating Japanese bond yields, potentially impacting global markets and requiring central bank intervention.

Indian equities have rebounded sharply, driven by easing global tensions and strong earnings. PL Capital has identified 21 stocks with up to 35% upside, citing improving demand, favorable monsoon, and supportive macro trends despite global risks.

Ajay Srivastava says Indian markets are buoyed by domestic investor flows, but warns of overvaluation risks. He urges caution, especially for new investors, while identifying auto, hospitals, and undervalued sectors like sugar and paper as promising opportunities.

Prachi Deuskar, Smallcase Manager and Co-Founder of Lotusdew, considers a 12%–15% growth achievable under current conditions. “India s domestic demand picked up pace in Q4FY25, fueled by robust rural consumption, good crop yields, and supportive government measures,” she noted.