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Girish Pai from BOB Capital Markets analyzes the IT sector, predicting tepid growth for FY26 due to factors such as dollar interplay, AI adjustment, and fiscal tightening in the US. He highlights the potential impact of tariffs and a looming recession on Indian IT companies, emphasizing cautious optimism for a stronger year in FY27.

Manish Sonthalia sees India’s market near bottom, driven by consumption growth. Rate cuts, rural demand, and commodities offer opportunities, while infrastructure faces valuation concerns. Nifty 50 may reach 24,500-25,000 by early 2026.

The IT sector saw significant decline amid U.S. recession fears, while Nifty showed stability. Investments are advised to shift towards large-cap stocks for stability. Economic conditions remain volatile, affecting global markets differently and requiring careful monitoring.

A short buildup was observed in five stocks on March 17 as open interest rose while prices fell, indicating bearish sentiment. Tube Investments, Dabur, Britannia, BPCL, and IOC saw notable short positions.

In February 2025, 13% of alternative investment funds (AIFs) reported positive returns, with Vivriti AMC and Northern Arc AMC among the top performers. Category II funds dominated, reflecting a mix of equity and debt investments. Meanwhile, most Category III AIFs, focused on short-term trading, showed negative returns.

Warren Buffett s Berkshire Hathaway has expanded its investments in five leading Japanese trading houses, increasing its stakes in Mitsui, Mitsubishi, Sumitomo, Itochu, and Marubeni. These trading firms, known as sogo shosha, handle various materials, products, and food, and provide key logistical support. This move follows an agreement to moderately increase Berkshire s ownership limits in these firms.

Foreign portfolio investors (FPIs) have sold Rs 1.5 lakh crore worth of equities in FY25, marking the worst annual selloff in rupee terms. Despite sustained outflows, domestic funds invested a record Rs 4.7 lakh crore, driven by strong retail participation.