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The dollar faced a decline against major currencies amidst trade war worries. Investor confidence in the greenback weakened. China retaliated with increased tariffs on U.S. imports. The dollar hit multi-year lows against the Swiss franc and the euro. Gold prices soared. The European Central Bank pledged to maintain financial stability. Concerns grew about a potential U.S.

Gold prices surged past $3,200 on Friday, fueled by a weakening dollar and escalating U.S.-China trade tensions that heightened recession fears. Investors sought refuge in the precious metal, driving spot gold up nearly 2% to $3,235.89 an ounce.

Oil prices surged, with Brent and WTI crude both rising over $1, after the U.S. hinted at potentially halting Iranian oil exports. This move, aimed at curbing Iran s nuclear program, could tighten global supply. However, trade tensions loom large as China plans retaliatory tariffs on U.S.

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.