Helios Capital’s Samir Arora warns that India s stock market is more vulnerable to a weakening US economy than direct tariffs. With new US tariffs set for April 2, concerns over trade tensions and economic slowdown have fueled market volatility.

Krishna Memani explores the impact of market corrections and Trump s tariffs on US equities and profits. He suggests cutting equity exposure and investing in developed market bonds to hedge against rising uncertainty and high valuations. Memani discusses investor strategies and the potential influence on international and emerging markets, emphasizing the importance of long-term asset allocation.

The Indian stock market had a rough start in CY25, with the Sensex dropping nearly 3% and the BSE Midcap index plunging 12%. Notably, 11 midcap stocks declined over 30%, reflecting heightened market volatility and investor concerns.

Indian equity indices traded higher on Wednesday, led by bank stocks, but gains were limited by uncertainty over U.S. reciprocal tariffs. Meanwhile, seven large and midcap stocks from the Nifty 500 index hit their 52-week lows.

Huang, formerly one of the largest beneficiaries of the AI stock surge, has seen his wealth decline by $17.7 billion this year as Nvidia s stock has fallen 18% since January. His current net worth is $96.7 billion, placing him 16th on Bloomberg’s Billionaires list.

Indian benchmark indices ended higher on Wednesday, rebounding from their steepest decline in a month, as buying in blue-chip heavyweights like HDFC Bank and ICICI Bank provided a boost, though gains were capped by uncertainty over the scale and impact of U.S. President Donald Trump s reciprocal tariffs.

RBI has infused Rs 8 lakh crore liquidity, positively impacting near-term liquidity problems. Credit growth is slow due to sluggish demand and economic slowdown. RBI may implement further rate cuts to stimulate growth. Bond yields have eased, and markets expect an additional 15-25 basis points cut in coming months, with yields trading between 6.25-6.5%.

Trump tariffs: As US President Donald Trump prepares to announce reciprocal tariffs, uncertainty grips global markets. While new trade barriers take effect immediately, experts warn of economic risks, inflationary pressures, and potential market volatility. Investors seek clarity amid fears of escalating trade tensions.

Bedi Steels and Modern Diagnostic have filed draft papers with BSE SME to raise funds through an initial public offering (IPO). The IPO of Ludhiana-based Bedi Steels a manufacturer and supplier of high-quality steel and alloy ingots is entirely a fresh issue of up to 18.24 lakh equity shares, with a face value of Rs 10 each, according to the draft red herring prospectus (DRHP).

Infrastructure and construction developer KBC Global Ltd has fixed the record date as April 4 for its 1:1 bonus issue of shares, according to a statement. The board of KBC Global in February approved a bonus issue of one share for every share (1:1) held by the company s shareholders.