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Over the last few months, there has been a distinct shift in the focus of monetary policy towards growth as inflation pressures have subsided. From December 2024 onwards RBI has focused on infusing durable liquidity to make conditions conducive for transmission and credit off-take.

The implication of April 2 reciprocal tariffs on global trade, trends in overseas markets and trading activity of foreign investors would dictate equity investors sentiment in a holiday-shortened week ahead, according to analysts.

The combined market valuation of eight of the top-10 most-valued firms climbed Rs 88,085.89 crore last week, with HDFC Bank leading the pack of gainers, in line with an optimistic trend in equities. Last week, the BSE benchmark gauge climbed 509.41 points, or 0.66 per cent.

Although seasonality tends to favor April, it s important to recognize that we are entering the Q4 season following a strong rally in March. On the other hand, the counterpoint is that the nearly 2% recovery in March followed a 16% drop over the five months since September.

Vedanta has postponed its business demerger to September 30, 2025, due to pending approvals. The move will separate aluminium, oil & gas, power, and steel into independent entities. Shareholders will receive proportional shares, with no change in the overall structure.

The U.S. stock market is bracing for volatility with President Trump s tariff deadline and an upcoming employment report. Investor concerns about trade policy and inflation have led to significant market fluctuations. The S&P 500 has experienced notable losses, impacted by economic uncertainty and tariff-related anxieties.

Overseas investors purchased nearly $4 billion in Indian financial assets during the last days of FY25. This caused the rupee to appreciate significantly and sovereign bond yields to drop. Experts predict further appreciation and lower borrowing costs in the future as investors continue to show interest in Indian assets.

Life Insurance Corporation of India has become the top investor in the share sales of UCO Bank, Central Bank of India, Indian Overseas Bank, and Punjab & Sind Bank. These banks collectively raised ₹6,155 crore. Other investors include SBI Life Insurance, ICICI Prudential Life Insurance, IIFL Finance, pension funds, and state-owned banks.

Shares of BSE surged 18% as Sebi s move to limit derivatives expiry eased competition concerns from NSE. NSE deferred its plan to change the derivatives expiry day, alleviating fears of BSE s market share loss. BSE shares ended 16.1% higher at ₹5,479.8.