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The widening yield spreads between corporate bonds and U.S. Treasuries signal growing investor concerns over a potential recession and a global trade war.

Oil prices dipped slightly as worries about tariff wars impacting global growth and energy demand overshadowed an unexpected decline in U.S. gasoline stocks. Trump s tariff threats and OPEC s report indicating a rise in crude output by OPEC+ influenced market sentiment. U.S. gasoline inventories fell more than anticipated, raising hopes for spring demand despite trade concerns.

Benchmark BSE Sensex dropped 72 points as IT shares retreated. Swiggy fell 1.2%, RVNL gained 0.8%, and TVS Motor declined 1.5%. Analyst Viral Chheda advises buying Swiggy above Rs 380, caution with RVNL, and a buy-on-dips strategy for TVS Motor. Investors should consider resistance and support levels for these stocks.

The Indian bond market remains resilient amid global volatility as the RBI implements liquidity measures and rate cuts, with predictions of further reductions. Key economic indicators show easing inflation, improved GDP growth, and stable demand-supply dynamics. Investors are advised to focus on long-duration bonds and gilt funds for potential gains, despite ongoing risks such as currency fluctuations and US policies.

A further correction could still be on the horizon, either through price declines or a prolonged period of time-based consolidation.

Infosys dropped 4.3%, the top loser in the IT pack, after Morgan Stanley downgraded the stock from Overweight to Equal-Weight . Other IT large caps such as TCS, LTIMindtree, HCL Technologies, and Tech Mahindra declined 1.7-3.6%. Midcap IT companies fell 2-3%.

Vedanta s promoters will maintain over 50% stake in each of its demerged entities, as the focus remains on creating pure-play companies which will be better placed to capitalise opportunities.

Moody’s maintains a stable outlook for the Indian banking sector but anticipates some asset quality deterioration in unsecured retail, microfinance, and small business loans. Bank growth is predicted to slow to 11%-13% by FY26. Non-performing loans are expected to rise moderately to 2%-3%, and profitability will weaken slightly yet remain adequate.

The Reserve Bank of India (RBI) has introduced a new framework for recognising self-regulatory organisations (SROs) in the account aggregator ecosystem. SROs must be set up as a not-for-profit company with a minimum net worth of Rs 2 crore and report regularly to the RBI, ensuring adherence to guidelines and regulations.

“Dramatic changes in capital flows are the biggest risk… If every country starts retaliating and becomes an island, then it imperils the global system”