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Rajeev Agrawal from DoorDarshi India Fund explains that Trump’s tariffs will start high to push negotiations and significantly impact the US consumer first. India, with a 26% tariff, is less affected compared to competitors like China, Bangladesh, and Vietnam, potentially benefiting India s export market. Short-term economic slowdown and inflation in the US are expected outcomes.

Gold futures at MCX surged to a lifetime high of Rs 91,423/10 grams due to safe-haven buying as the U.S. imposed new tariffs on Indian goods. Despite this, silver futures saw profit booking and fell by Rs 1,400 to Rs 98,361/kg.

Dabur India shares dropped after announcing flat consolidated revenue and a decline in operating profit margin for Q4 FY25 due to inflation and operating deleverage. Rural markets showed better growth, while brands like Homemade and Badshah performed well. Overall FMCG business faced challenges.

Donald Trump s recent tariffs have shaken global markets, but India remains relatively resilient, with its Sensex and Nifty showing minimal declines. Despite a 26% tariff, India s exports, particularly in IT services and pharmaceuticals, remain competitive. The country is poised to gain from China s tariff woes, although challenges remain, especially with potential U.S. recession risks and trade policy uncertainties.

Investors in IT stocks face a choice between stability and growth potential amid domestic equity market uncertainty. Tier-1 IT stocks have seen less severe declines in 2025 compared to tier-2 stocks, which show strong long-term returns despite significant short-term fall.

Indian chemical and auto stocks, including Navin Fluorine, PI Industries, and Bharat Forge, fell up to 6% following the U.S. administration’s 26% blanket tariff on Indian imports. The chemical and automobile sectors, with significant U.S. exposure, are expected to face demand and revenue pressures. India is in talks with Washington to minimize economic fallout from the tariffs.

Indian corporates shattered fundraising records in FY2024-25 by raising Rs 19.96 lakh crore through equity and debt instruments. Equity mobilisation doubled to Rs 3.71 lakh crore, driven by significant IPO activity and a resurgence in Qualified Institutional Placements. Debt fundraising also reached an unprecedented Rs 11.12 lakh crore.

N Jayakumar, MD of Prime Securities, discusses the impact of new US tariffs on global trade, emphasizing that the US is facing shortages in key sectors like pharmaceuticals and minerals. He believes that the tariff rates will eventually decrease as these measures serve as a negotiating tactic by the US administration, particularly impacting the US dollar and benefiting Indian markets.

Swaminathan Aiyar warns that the world may be at initial stages of a potential prolonged trade war led by Trump, predicting severe global economic impacts. With high tariffs, industries like Apple s Indian plant may face significant export challenges. Aiyar foresees a long period of instability, recession, and possible further retaliation, emphasizing the catastrophic implications for world, Indian, and American GDP.

The Nifty Realty index was trading 0.2 per cent down at 852.9.