Seth R Freeman of GlassRatner Advisory highlights the market s uncertainty ahead of the April 2 tariff deadline and the potential impact on business planning. He notes that U.S. markets may have peaked and emphasizes investor concerns about the sentiment problem. Freeman suggests a wait-and-see approach over the coming months, with opportunities in emerging markets like India.

NMDC shares rose 1.6% on Friday as the record date for its Rs 2.30 interim dividend for FY 2024-25 was finalized. Other companies like Acceleratebs India and CG Power also announced interim dividends on the same date, determining shareholder eligibility.

The Nifty Realty index was trading 1.43 per cent up at 866.65.

Kalyan Jewellers’ shares rose by 3.6% after ICICI Securities maintained a bullish stance, setting a target price of Rs 520. Strong wedding demand, aggressive expansion plans, and the success of its Candere brand drive growth. Despite short-term pressures from higher gold metal loan rates, the company remains on track to reduce debt and expand its footprint.

Jainam Broking Limited launched Indian Options Conclave (IOC) 6.0, themed "Traders Mahakumbh," at the SIECC Convention Center in Surat, Gujarat. The two-day event is one of India’s largest gatherings of options traders, attracting over 10,000 participants from 536 cities. It features 40+ expert-led sessions covering essential aspects of options trading.

Gold April futures at MCX saw profit booking after reaching an all-time high, while silver May futures experienced a two-day decline. Market volatility was influenced by the strengthening U.S. dollar and varied U.S. economic data, despite global economic and geopolitical uncertainties supporting precious metals.

Momentum investing has delivered strong gains but suffers from sharp crashes, as seen in 2023 and 2025. Quality investing, focused on financially stable companies, offers lower volatility and resilience in downturns, making it a safer alternative in uncertain markets.

ICICI Securities maintains an Add call on Pidilite Industries, lowering the target price to Rs 3,123. The company’s strong product portfolio and distribution reach are seen as positives, but risks include a slowdown in housing activity and rising raw material prices. Pidilite reported a net profit of Rs 557.53 crore for Q4 2024.

TBO Tek shares are in focus due to a Rs 400 crore block deal, with Augusta TBO Singapore Pte Ltd and TBO Korea Holdings Ltd selling a 3.1% stake. The company is shifting its strategy to focus on travel experiences, with ancillary services growing rapidly. The stock has a target price of Rs 1,929, showing a 52% upside.

TCS, Infosys, SBI, ITC, Sun Pharma, LIC, and NTPC are trading below their industry PE ratios, indicating potential value picks. These large-cap stocks, according to Trendlyne, could increase by up to 38%. Analysts target prices suggest significant upsides for these stocks, with TCS, Infosys, and LIC among the highlighted opportunities for investors.