The Nifty50 plunged 5%, marking its worst day since June 2024, sparking fears of a bear market. Despite macro tailwinds, global tariff tensions, stagflation, and US recession fears crushed investor sentiment. Experts urge calm, highlighting long-term opportunities amid volatility. Diversification and strategic patience are key in navigating this turbulent market.

European shares plunged to a 16-month low on Monday as investors grappled with the possibility of a recession after sweeping tariffs announced by United States last week.

Sneha Seth from Angel One advises traders to stay light as Nifty may correct further below the 22,000 mark. The banking index shows support around 48,000 and resistance near 50,500. Godrej Consumer Product is recommended for buy positions with a target of 1220.

Tata Group stocks experienced a substantial downturn, losing Rs 1.49 lakh crore in market value due to global market turmoil and Trump s tariffs. Tata Motors, Tata Steel, and TCS were particularly hard hit. Experts advise investors to avoid panic selling and continue SIPs, but caution against significant new investments due to market uncertainty.

Helios Mutual Fund CEO Dinshaw Irani comments on the impact of Trump tariffs. He warns of potential trade wars and global instability if America does not compromise. Domestic sectors like healthcare and hospitality may remain stable, while India could benefit. Immediate focus is on navigating market uncertainties with cautious investment in domestic-focused companies.

Bitcoin, Ethereum, and other major cryptocurrencies experienced a significant drop as global risk sentiment deteriorated due to new US tariff plans announced by President Trump. The impending trade war and potential recession fears have also affected commodities, safe-haven assets, and caused a broad market sell-off, spilling into the cryptocurrency market.

Key stocks like CRISIL, Ashiana Housing, and Enbee Trade & Finance are in focus this week as they approach their record dates for dividends and stock splits. Investors need to act before the ex-date, due to the T+1 settlement cycle. Notable actions include CRISIL s hefty dividend and stock splits from Enbee Trade & Finance and Pervasive Commodities.

Foreign investors withdrew Rs 10,355 crore from the country s equity markets in the last four trading sessions this month due to sweeping tariffs imposed by the US on most nations, including India.

The Nifty started FY26 on a weak note, dropping 2.6% amid global cues and IT sector pressure. Analysts foresee possible short-term downside but highlight seasonal strength. Nifty IT s technical breakdown raises caution, while Persistent shows early signs of support. Rainbow Children’s Medicare emerges as a bullish pick, backed by technical momentum within a widening wedge pattern.

Our selection criteria focused on stocks with a market capitalisation below Rs 1,000 crore, a share price under Rs 20, and a minimum trading volume of 5 lakh shares, based on the latest data.