Market expert Sandip Sabharwal highlights investors sitting on cash post-loss harvesting and a rare simultaneous rise in stocks, bonds, and the rupee. He sees risks from tariff concerns, power demand surges, real estate consolidation, and a potential Nifty rally.

Beyond macroeconomic factors, market stability has been another critical catalyst. The Federal Reserve’s decision to keep interest rates unchanged provided relief to investors, while a sharp decline in India VIX signaled reduced uncertainty, encouraging fresh inflows.

Japan s Nikkei share average declined for a third straight session on Monday as uncertainty ahead of a looming deadline for implementing additional U.S. tariffs sapped investor appetite for riskier assets.

European shares rose on Monday, as investors geared up for business activity data out of some of the biggest economies in the region while awaiting more clarity on U.S. tariffs.

Prateek Agrawal of Motilal Oswal AMC discusses investor trends in Delhi, Bombay, and Bangalore real estate, predicting potential growth in the north. He highlights the impact of interest rate cuts, advocates for cautious optimism in sectors like IT, banks, and gold financing, and emphasizes renewable energy as a promising investment.

Jindal Stainless shares fell 4.3% after Nuvama cut its target price, citing weak exports and high imports impacting profitability. The company delayed its Jajpur expansion, while analysts remain optimistic despite a 28% correction. Near-term challenges persist, but long-term growth prospects remain intact.

Bitcoin and major cryptocurrencies extended gains as bullish sentiment persisted despite US tariff concerns. BTC traded above $86,000, eyeing $90,000 resistance. Spot ETF inflows and regulatory engagement boosted confidence.

Accenture’s read-through for Indian IT appears rather overdone, as several pain points applicable to the outsourcing leader don’t even concern Mumbai-listed industry bellwethers. Only a full-blown US recession could dent prospects of these stocks that seem priced to perfection.

Indian benchmark indices extended gains, led by banks and energy stocks. Kotak Mahindra Bank and Bajaj Finance hit 52-week highs, while ICICI Bank and JSW Steel touched new lows.

Indian stocks have recovered from this year’s losses due to early signs of increased government spending and monetary easing. The NSE Nifty 50 Index is experiencing a six-day winning streak for the first time since last September. Positive sentiment is driven by global banks’ indication of eased valuation concerns and the central bank’s liquidity measures.