The Indian equity market rebounded after a 16% correction, highlighting sectoral rotation trends. Defensive sectors offer stability, while cyclical sectors like IT, Realty, and Metals follow performance patterns. Understanding sectoral trends helps investors navigate volatility and optimize portfolio positioning.

March silences naysayers as 186 smallcaps gain up to 74%. Will this last?

India faces minimal macro impact from Trump s proposed tariffs and may even benefit. A resilient domestic economy, reduced reliance on exports, and China s trade losses could create new opportunities for India, bolstering its long-term economic and market prospects.

Donald Trump’s crypto ventures expand with a new dollar-backed stablecoin and investment funds. His company, World Liberty Financial, aims to capitalize on the growing stablecoin market, while Trump Media partners with Crypto.com to launch crypto-focused ETFs.

Jefferies Christopher Wood has updated his GREED & fear portfolio, increasing weightage in Reliance, Zomato, and real estate stocks while adding MakeMyTrip. Traditional banking allocations were reduced.

The utilities sector is evolving with a focus on renewable energy, infrastructure upgrades, and decarbonization. While policy support drives growth, challenges like regulatory uncertainties, financing constraints, and coal dependency remain. Companies must balance profitability with sustainability in a shifting landscape.

Ventura CEO Hemant Majethia embraces a 36-hour weekly fast for peak performance, balancing physical detox with mental clarity. His love for books, especially history and business narratives, shapes his leadership, strategic insights, and decision-making approach.

The IT and banking sectors are poised to drive the next market rally, supported by strong Q3 earnings, favorable valuations, and policy tailwinds. Experts highlight global interest rate trends, inflation management, and sectoral resilience as key investment considerations.

Anand Rathi’s banking portfolio favors ICICI Bank, Axis Bank, and SBI, expecting up to 21% returns. Regulatory easing, liquidity boost, and government capex are key drivers for credit growth and sector resilience, positioning these banks for strong performance in FY26.

Warren Buffett’s Berkshire Hathaway has amassed a record $325 billion in cash, citing high stock market valuations. The Buffett Indicator signals overvaluation, and with Treasury yields offering attractive returns, Berkshire remains cautious, awaiting better investment opportunities amid potential market corrections.