Asian shares nosedived on Monday after the meltdown Friday on Wall Street over U.S. President Donald Trump s tariff hikes and the backlash from Beijing.

JM Financial has given a buy call for Godrej Properties with a target price of Rs 2,500. The market price is currently Rs 2122.25. This Large Cap real estate company showed a significant income increase from the previous year. The firm is well positioned to expand in key markets. Key risks include market slowdown, competition and profitability challenges.

Shah connected the recent synchronized sell-off across global asset classes—including US equities, silver, crude oil, bonds, and Bitcoin—to growing fears over a slowdown in global growth.

Tata Motors share price : Tata Motors shares will be in focus as JLR halts April shipments to the US due to a 25% import tariff imposed by the Trump administration. JLR, which exports all its vehicles to the US, shipped 38,000 units last quarter. Meanwhile, Tata Motors posted flat March sales and a 4% annual drop, though analysts maintain a bullish outlook.

We expect as economic conditions stabilize and corporate earnings improve, there could be a sharp rebound in stock prices. Mid and small cap is also expected to benefit from India s economic recovery and government initiatives like the PLI scheme, Atmanirbhar Bharat and PM Gati Shakti, which are boosting sectors such as infrastructure, manufacturing, defense, and renewable energy.

Chakri Lokapriya advises investors to focus on domestic companies, avoid global sectors, and maintain conservative portfolios amid US tariff uncertainties. He suggests betting on PSU banks due to government capex and low valuations, while traditional retailers may benefit from reduced quick commerce discounts. The IT sector is best avoided due to potential earnings cuts.

In aggregate the valuations for the midcap are not too far away from long period averages while small caps are still away from their own mean. But as always there are differences across sectors. I do not see major froth building in a hurry and expect opportunities to be available on a bottom basis across both cohorts for investors looking at the next few quarters.

Delhivery Ecom Express acquisition: Delhivery is set to acquire rival Ecom Express in an all-cash deal worth Rs 1,407 crore, signaling major consolidation in India’s logistics sector. The deal marks an 80% drop in Ecom Express’s valuation, with key PE investors exiting. Delhivery aims to boost scale and efficiency, while the acquisition awaits regulatory approval and is expected to close within six months.

ITC shares: ITC has acquired a 43.75% stake in Ample Foods Private Limited for Rs 131 crore, strengthening its position in the fast-growing frozen and ready-to-cook food market. The deal, completed without regulatory hurdles, brings brands like Prasuma and Meatigo under ITC s umbrella, aligning with its strategy to expand its value-added foods portfolio in the Rs 10,000 crore+ segment.

Nifty IT index has experienced a trendline breakdown, indicating medium-term bearish trends. Expected to fall to 32,400, further dips could trigger more corrections. Vodafone Idea sees a potential rise if sustained above Rs 7.5; resistance for Nifty stands at 23,100.