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In a volatile market, bonds are gaining popularity for their predictable returns and capital efficiency over traditional options like fixed deposits. Suresh Darak urges retail investors to allocate a portion of their portfolios to bonds for better income, risk management, and overall portfolio efficiency.

India now faces a 26% tariff, higher than expected but still significantly lower than the 54% levied on China.

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

Gold prices have surged nearly 20% in 2025 due to global economic uncertainties and the ongoing tariff war. However, the rally faces resistance at Rs 91,000 on MCX and $3,150 per troy ounce on COMEX, signaling a potential short-term pullback amid market volatility.

Emkay Global Financial Services recommends adding Tata Consultancy Services (TCS) with a target price of Rs 3,900. Currently, TCS is priced at Rs 3,440. For the quarter ending December 2024, TCS reported a total income of Rs 65,216 crore and a net profit of Rs 12,444 crore. Promoters hold 71.77% stake in the company.

Shares of Indian pharma companies, including Aurobindo Pharma, Laurus Labs, IPCA Labs, and Lupin, fell up to 7% after U.S. President Donald Trump hinted at imminent tariffs on pharmaceutical imports. Speaking aboard Air Force One, Trump said pharma would be treated as a separate tariff category, reversing earlier expectations that the sector would remain exempt from trade restrictions.

Samir Arora of Helios Capital discusses market volatility, the impact of US tariffs, and effective investment strategies amid economic uncertainties. He emphasizes cautious optimism for India’s market performance while highlighting potential correction in US equities and the need for tactical investment decisions.

The shares of National Aluminium Company (NALCO) dipped the highest, falling by 6% to an intraday low of Rs 162.40, followed by Vedanta shares, which fell by 5.7% to Rs 414.35 in early trade and Hindalco shares falling by 5.4% to Rs 617.15.

Peter McGuire advises focusing on gold in the short run as a safe haven due to its strong rally and the stable US dollar. Despite a broad selloff in commodities, especially oil and industrial metals, gold remains a good investment for the next couple of weeks, particularly with Asia s strong demand for physical gold.

Anshul Saigal discusses the potential shift in market dynamics, highlighting the underperformance of the real economy compared to tech. He emphasizes the upcoming opportunities in sectors like banking, textiles, value retail, capital goods, and CDMO, driven by macroeconomic changes and the evolving tariff situation.