Market expert Dinshaw Irani believes markets bottomed earlier than expected, with FIIs returning. However, risks like trade tariffs, weak corporate earnings, and IT sector uncertainty remain. Banking and consumer discretionary sectors show promise, while capital goods benefit from domestic capex.

Nimesh Chandan, CIO at Bajaj Finserv AMC, advises long-term investors to see market volatility as an opportunity. He highlights the potential in large-cap stocks, the positive outlook for consumption, selective banking investments, and the promising future of healthcare. He stresses the importance of continuing SIPs to achieve financial goals despite market fluctuations.

Pankaj Murarka, CIO of Renaissance Investment, asserts the consumption sector will drive growth over the next three years due to reasonable valuations, expected growth acceleration, and supportive government policies. He has increased exposure to the consumer sector, focusing on staples and discretionary categories. Murarka also highlights cautious optimism towards IT and power sectors while considering competitive dynamics.

So, this has an impact on gold and silver and that is why we have seen that gold prices breaching the psychological level of $3,000 per ounce and also we have seen that silver is also bouncing from its low level and trading on year high level.

The NSE Nifty 50 Index has gained over 7% this month. Its 14-day relative strength index (RSI), which tracks recent price movements, has shifted from oversold to overbought conditions in just 14 sessions, marking the fastest pace on record.

Indian benchmark indices traded flat as gains in HDFC Bank and IT stocks were offset by losses in Reliance, ICICI Bank, and M&M. Kotak Mahindra, Bajaj Finance hit highs; Shree Cement, SBI Card hit lows.

Dinshaw Irani, CEO of Helios Mutual Fund, discusses the market s surprising rally, recent trends in consumer durables, IT, and financial sectors, and the impact of tariffs and corporate earnings on the market. He advises cautious optimism and emphasizes the importance of consistent SIP investments.

Inflation silently erodes investment returns, reducing real gains across asset classes. While tax indexation benefits have been rolled back, Inflation-Protected Securities (IPS) offer a reliable hedge. India s limited adoption of IPS presents an opportunity for expansion, ensuring stable real returns amid persistent inflationary pressures.

Bitcoin briefly surged to $88,758 before retreating, fueled by MicroStrategy’s $584M purchase and Trump’s tariff comments. Analysts predict further upside if BTC holds above $85,000. Market sentiment remains positive, with major altcoins posting gains. Institutional interest and ETF inflows continue supporting Bitcoin’s dominance.