Sudip Bandyopadhyay advises investors to consider SBI, IndusInd Bank, Bharat Electronics, Mankind Pharma, and Piramal Pharma for long-term portfolios. He sees opportunities in these companies due to recent market corrections and positive economic signs. Bandyopadhyay further highlights the potential in banks and pharma, suggesting both conservative and aggressive investment approaches.

Brigade Altius, with a revenue potential of Rs 1,700 crore, is positioned as a flagship residential project. Ideally located in Sholinganallur, it offers excellent connectivity to key business districts.

Anand Rathi recommends accumulating Gujarat Mineral Development Corporation (GMDC) stock, with a target price of Rs 315 in the next 6 months. The stock is trading at Rs 256.05. GMDC s positive financial performance shows a significant increase in total income and net profit. Investors should consider buying in the Rs 240-250 range with a stop-loss at Rs 210.

While reciprocal tariffs remain a looming threat, their actual execution and impact are yet to be fully realized. In addition to global influences, domestic factors such as weak earnings, and high valuations have also contributed to the decline in Indian equities.

The ongoing trade war threatens to cast a shadow over India s GDP growth, potentially undermining private investment and dampening consumer demand. Yet, amid this uncertainty, glimmers of opportunity emerge for certain sectors, ensuring India will not be severely affected by the trade war.

Since September 2024, gold loans from banks have risen by 50%, significantly outpacing the growth of overall loans. This increase is partly due to stricter regulations on unsecured lending. In India, the world s second-largest gold consumer, gold is traditionally bought for festivals and weddings, and with prices at record highs, gold loans have become an increasingly popular option.

Balaji Phosphates will debut on the NSE SME platform, raising approximately Rs 50 crore through the IPO. The company specializes in the production of fertilizers like SSP, NPK granulated, mixed fertilizers, and Zinc Sulphate, all adhering to Indian standards to enhance plant growth and address soil deficiencies.

Knowledge Realty Trust, a joint venture of Sattva Group and Blackstone, filed for India s largest REIT IPO worth Rs 6200 crore. Owning 48 million sq ft in 6 cities, it s the top geographically diverse office REIT in India. Blackstone holds 55% with Sattva at 45%. Bank of America and Morgan Stanley are among the book runners.

Gold prices dipped slightly on Friday but are set for a weekly gain amid uncertainties surrounding U.S. President Trump s tariff decisions. Investors await key U.S. non-farm payrolls data. Bullion is up 1.6% this week, while U.S. jobless claims fell more than anticipated, indicating a stable labor market. Spotlight also on the Federal Reserve s rate decisions.