Latest Stock Market News

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.

According to me, the biggest moving part for the rest of the year is going to be what happens to domestic liquidity and as a result to credit growth and therefore earnings growth for companies. We have been in a liquidity deficit scenario for far longer than what should be natural for an economy like ours.

Larry Fink, the CEO of the world’s largest asset manager, recently proposed that Bitcoin might challenge the U.S. dollar’s dominance as a global reserve currency. His comments come as BlackRock’s spot Bitcoin ETF, which was launched earlier, continues to experience strong inflows, enhancing Bitcoin’s credibility within institutional circles.

Helios Capital’s Samir Arora warns that India s stock market is more vulnerable to a weakening US economy than direct tariffs. With new US tariffs set for April 2, concerns over trade tensions and economic slowdown have fueled market volatility.

Krishna Memani explores the impact of market corrections and Trump s tariffs on US equities and profits. He suggests cutting equity exposure and investing in developed market bonds to hedge against rising uncertainty and high valuations. Memani discusses investor strategies and the potential influence on international and emerging markets, emphasizing the importance of long-term asset allocation.

The Indian stock market had a rough start in CY25, with the Sensex dropping nearly 3% and the BSE Midcap index plunging 12%. Notably, 11 midcap stocks declined over 30%, reflecting heightened market volatility and investor concerns.

Indian equity indices traded higher on Wednesday, led by bank stocks, but gains were limited by uncertainty over U.S. reciprocal tariffs. Meanwhile, seven large and midcap stocks from the Nifty 500 index hit their 52-week lows.

Huang, formerly one of the largest beneficiaries of the AI stock surge, has seen his wealth decline by $17.7 billion this year as Nvidia s stock has fallen 18% since January. His current net worth is $96.7 billion, placing him 16th on Bloomberg’s Billionaires list.