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Global equity markets dropped 5–25% in Q1 2025 amid Trump’s tariff policies and economic slowdown. Indian indices saw short-lived gains in March but reversed due to renewed global pressures. Despite challenges, local reforms and inflows offer hope.

Brokerages remain upbeat on select BSE midcap index stocks from sectors like electricals, chemicals, and cement, with Trendlyne data showing strong analyst ratings and potential upside of up to 62% on stocks like M&M Financial, ACC, and Aurobindo Pharma.

Bitcoin stayed range-bound between $75,000–$85,000 despite global volatility from Trump’s tariffs. Whale accumulation resumed, institutional interest grew, and macro cues turned crypto-positive, hinting at long-term strength even amid short-term economic uncertainty and trade tensions.

Rishabh Nahar, Partner at Qode Advisors, combines physical discipline, spiritual grounding from the Bhagavad Gita, and Charlie Munger’s mental models for a holistic investing approach rooted in clarity, composure, and first principles thinking.

Indian markets ended positive after US paused reciprocal tariffs, easing investor concerns. Smallcaps recovered late, while IT, metals, and capital goods rallied. Focus now shifts to India-US trade talks, Q4 earnings, and RBI’s stance amid cooling inflation.

Edelweiss Mutual Fund’s Trideep Bhattacharya expects limited direct impact of US tariffs on India but warns of global ripple effects. He prefers healthcare and domestic consumption sectors amid volatility, citing their resilience to global headwinds and currency risks.

ICICI Bank’s B Prasanna says Indian bonds may not remain immune if US yields spike amid global uncertainty. While local yields react less, a sharp move in US rates could trigger short-term pressure on Indian government bonds.

Jefferies Chris Wood has raised India’s allocation to Overweight in his Asia Pacific ex-Japan portfolio, citing the country s macro resilience amid global trade tensions and economic slowdown. The move, backed by analyst Mahesh Nandurkar, reflects India s lower exposure to US-China demand, easing oil prices, low FPI weights, and the RBI’s pro-growth stance. IT and metals remain underweight.

International gold prices also surged to a new record above $3,200 following a short period of consolidation last week, as investors turned to safe-haven assets amid persistent market volatility and trade tensions.

Swaminathan Aiyar suggests that while a financial meltdown has been averted due to bond market pressures on Trump, a US recession is highly probable. China will also feel recessionary effects, impacting global economies, including India, more significantly than bilateral tariffs. Uncertainty prevails as trade wars persist, with potential negative consequences for equities and global growth.