Asian equities and U.S. stock futures declined amid anxieties over tariffs and President Trump s criticism of the Federal Reserve, boosting gold prices to a record high. Trump s attacks on Fed Chair Jerome Powell raised concerns about the central bank s independence. Markets were already tense due to geopolitical issues, and the potential political interference added uncertainty.

The Q4 earnings season gains momentum with Mahindra Logistics and Tata Investment among 16 companies reporting. A muted quarter is expected for corporate India, with Nifty earnings growth projected at just 2% YoY. Experts anticipate continued weakness from previous quarters, potentially leading to only 5% YoY earnings growth for Nifty in FY25.

When the closing price falls below the VWAP, it signifies that the closing price is lower than the average price at which it was traded throughout the day, with the average being weighted by trading volume.

Hyundai Motor India shares are set for increased trading activity as the lock-in period for a substantial portion of its equity, valued at nearly $10 billion, ends. This unlocks approximately 62% of the company s outstanding shares. While a sell-off isn t guaranteed, analysts predict a potential 21% upside, with a consensus Buy recommendation.

Hemendra M Kothari highlights the diminished appeal of ADRs and GDRs due to the Indian market s strength. Experts foresee substantial Nifty growth, potentially doubling in a decade, driven by India s economic expansion. Despite global tariff concerns, optimism prevails, with projected growth of 7.5-8%. Kothari recalls the computerization of the stock exchange and the rise of online trading.

ICICI Bank s shares are in focus following a robust Q4FY25 performance, with net profit surging 18% YoY to ₹12,630 crore and net interest income rising 11% to ₹21,193 crore. The bank s domestic loan book expanded by 13.9%, and deposits increased by 14%. The board also announced a dividend of ₹11 per share, boosting investor confidence.

India s economy is attracting foreign investment in infrastructure and renewable energy. Domestic sectors are expected to perform well, despite IT sector challenges. Experts advise evaluating businesses for accumulation. FIIs are returning, focusing on financials and new sectors. India stands to gain from the US-China trade situation. The nation may become a manufacturing hub, strengthening its global position.