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Markets to remain jittery amid Indo Pak tension! De-escalation may open the door for next leg of up move

Sustained FPI flows helped Nifty to navigate volatility

US Fed rates remained unchanged amid warnings of risk to economy

India UK impact beneficial for various sectors such as Textiles, Gems & Jewellery, Liquor, Auto, IT will be key beneficiaries

Indian hotels Company: Strong Q4; growth momentum to sustain in Q1FY26

Asian Paints Q4FY25 – weak performance; cautious outlook for FY26

Banks margin pressure to continue

Market likely to consolidate in broader range amid volatility 

FIIs flows helped in outperformance among large-cap names

Auto volumes - Steady start to the Year; exports lift overall volumes

UltraTech Cement: Operational performance improves led by healthy volumes and cost control

Ambuja Cements: Strong volume growth continues with focus on cost optimisation

BFSI companies reported mixed performance

Trent – Store expansion to drive growth ahead; LFL growth to remain at mid-to-high single digit

Jindal Steel and Power : EBITDA/ton came in below expectation; capacities ramp up along with recovery in steel prices to boost profitability starting next quarter

Axis Bank reported mixed performance in Q4FY25 with improved asset quality but slower business growth

Geopolitical volatility to provide re-entry opportunity 

Slower growth and regulatory uncertainty could keep insurance sector volatile, AMCs appear attractive

ACC: Healthy volume growth led to profitability improvement

Buy the dips amid global volatility, with eyes on earnings

Lower Inflation print to drive interest rates lower 

Banks recalibrate rates on saving deposit with a 25 bps cut

Relief rally for IndusInd Bank amid clarity on derivative exposure

IREDA Q4FY25 performance 

Wipro: Revenue weakness persists; Macroeconomic uncertainty reflected in weak guidance

IndusInd Bank has received PwC's final report quantifying losses from discrepancies

With trump’s 90-day tariff pause, market bottom in place, Nifty eyeing 24000

MF flows holding up well despite market volatility

RBI goes pro-growth with policy 

IT earnings expectations Q4FY25

Reciprocal tariff relaxation: dark clouds not fading for Auto and Metal space

Tata Steel: Further walks the talk on improving profitability at its European Operations

Sun Pharma gets favourable verdict from a US court, to go ahead with a critical product launch

Realty sector Q4FY25 operational highlights

Indian equity benchmarks corrected 2.5% (at 22900) for the week, in tandem with global peers tracking reciprocal tariff announcement which severely impacted IT, pharma, Metal sector while financials remained an outlier

IT sector is likely to face major headwinds

US has revealed plans for possible tariffs on pharmaceuticals in the near future with a ‘separate category’ status. This came after the Trump administration had exempted pharmaceutical products from the list of imports hit by reciprocal tariffs.

US has imposed tariffs on auto space in two parts (i) 25% in the past week on automotive vehicle imports and engine components and (ii) blanket 26% import tariff on all imports announced yesterday

US has exempted steel & aluminium products from its reciprocal tariff measures as these base metals are already subject to a 25% import duty (implemented since 12th March 2025).

Textile Sector – market share gains ahead

Defence Sector: Order inflows doubled in FY25

Roads: Expect awarding to pick up in medium term

RBI through OMOs and currency swap  has turned liquidity in the banking system positive at ₹1.42 lakh crore. Banks were reeling under pressure from elevated cost of funds

Indian equities snapped its five months corrective phase (longest ever losing streak in three decades) and settled the volatile week on a positive note. Sectorally, financials remained at forefront along with Defence, IT and PSU for the week

Donald Trump announces 25% tariffs on imports of cars and components into US 

Government to mandate stringent safety norms for domestic Commercial Vehicles 

Maruti Suzuki Board approves third manufacturing line in Kharkhoda, Haryana 

RBI relaxes PSL norms to improve financial inclusion

Graphite manufacturers rally driven by Japan's newly imposed anti-dumping duty

Hospitals poised for strong earnings show in Q4