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Indian benchmark indices, Nifty50 and Sensex, surged on Friday, driven by strong large-cap valuations and foreign buying. The Nifty gained 4% this week, marking its best performance since July 2022. Key factors included FII buying, a dovish U.S. Federal Reserve signaling rate cuts in 2025, falling U.S. bond yields, and a weaker dollar boosting investor sentiment.

​While we are quite positive on the A-1s coming in, the orders that we have seen coming in from February and these are big orders such as Pinaka in February, and then in March recently Cabinet Committee of Security has cleared the 7,000 crores procurement of ATAGS howitzer, so these are all welcome. However, the much overlooked piece is the reforms in the capital acquisition process.

On the other side, if you see the department has asked some of the top 10 consultants, amongst which Accenture is also one of them, to cut down the consultancies and the expenses. So, there is a double-pronged impact and the cascading effect of that will also be there on Indian IT companies.

Bajaj Finance share price hit a new 52-week high after appointing Rajeev Jain as vice-chairman and Anup Kumar Saha as the new MD from April 2025. Rajeev Jain, who has been with the company since 2007, is credited with transforming Bajaj Finance into India s largest consumer financier.

Axis Securities has recommended buying Healthcare Global Enterprises with a target price of Rs 575, highlighting its growth in the cancer industry and expansion plans. With matured centers generating high margins and contributions from MG Hospital, the company expects a significant improvement in profitability. Promoters hold 71.23% stake, with FIIs and DIIs owning 2.76% and 12.94% respectively.

Jim Walker, who predicted the 2008 financial crash, sees Indian stocks as a prime investment opportunity, citing India s strong profit cycle and economic outlook. Marc Faber, known for his market pessimism, advises caution, warning that a global downturn could diminish real returns and urging investors to exit on rebounds.

Indian government bond yields remained largely unchanged in early trading on Friday as investors looked for new catalysts following this week s declines. The 10-year bond yield was at 6.6256%, with expectations of a gradual decrease towards 6.60% by the end of March, buoyed by a favorable monetary policy outlook and reduced supply due to central bank purchases.

The rupee appreciated 17 paise to 86.19 against the US dollar on Friday, driven by positive domestic equities and fresh foreign fund inflows. Foreign institutional investors purchased over Rs 3,200 crore in Indian equities and Rs 5,500 crore in debt markets, while the USD-INR pair is expected to trade between 86.00 and 86.80 in the near term.

The way I am saying, the tone of the industry has to be set when you know the environment is all about efficiency and tariffs and everything is just noise.

Indian IT stocks, including TCS, HCL Tech, and Infosys, fell up to 3% on Friday after Accenture’s Q2FY25 results raised concerns over earnings risks and demand. The Nifty IT Index has dropped 15% YTD in 2025, underperforming broader markets. Accenture’s 8.5% YoY revenue growth for Q2FY25 led to a revised FY25 growth guidance of 5-7%, signaling cautious sentiment.