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The Trump administration s 26% tariff on Indian imports has led to significant market reactions and economic concerns. Pharmaceuticals remain exempt, but uncertainty looms. Key sectors such as automobiles and manufacturing face substantial challenges, while IT and services are relatively unaffected. Tariffs may impact overall GDP growth.

HDFC Securities recommends an Add call on Nykaa with a target price of Rs 180. Nykaa, a small cap in the services sector, reported a significant increase in Total Income and a net profit after tax. The valuation for the beauty and personal care business appears reasonable, with the fashion sector still under development. Promoters hold a 52.16% stake.

Shares of Indian pharma companies with significant US exposure surged by up to 14% after President Trump refrained from imposing new tariffs on the sector. While electronics and gems are hit by tariffs, pharmaceuticals remain exempt, boosting companies like Gland Pharma and Aurobindo Pharma.

Anurag Singh, Managing Partner at Ansid Capital, views Trump s tariff moves as retaliation for years of free access to US markets. Singh believes compromises must be made for sustained global trade and highlights the impact on various industries. He sees potential for new global trade routes, emphasizing the need for balanced negotiations.

Hero MotoCorp reported a 12% growth in March 2025 sales, totaling 5,49,604 units, and achieved its highest-ever monthly global dispatches with a 27% increase. The company saw significant growth in its electric vehicle segment, with over 58,000 VIDA scooters sold, and strong international sales, marking a 43% rise in exports.

Kirloskar Oil Engines shares: On April 2, 2025, the Indian Navy signed the project sanction order under the Make-I category, taking a significant step toward the development of indigenous marine engines. The agreement was signed in New Delhi, with Defence Production Secretary Sanjeev Kumar and Vice Chief of the Naval Staff, Vice Admiral Krishna Swaminathan, in attendance.

Here are key principles to help you decide whether it’s time to rebalance your investments.

Emkay Global Financial Services has recommended a Buy on Vedanta with a target price of Rs 575, up from the current market price of Rs 452.75. Vedanta showed strong financial performance with a consolidated total income increase of 2.21% quarter-on-quarter and 9.57% year-on-year, alongside a net profit of Rs 4,876 crore.

Metals and mining are prioritized for investment due to the global need for these resources. Domestic consumption, financials, and certain export sectors, including auto components and IT, require careful analysis. Bullish strategies are recommended after significant market corrections.