Trump Tariffs Impact: Indian stock markets face uncertainty due to potential US tariffs. Investors are hesitant, awaiting trade deal clarity. Export-oriented sectors like textiles and auto ancillaries are most vulnerable. Focus shifts to domestic consumption-based businesses. Analysts suggest buying opportunities may arise from market corrections. Long-term investors are advised to remain steady. The rupee's decline offers some respite for exporters.

Despite market gains, HNIs booked profits in stocks like Swiggy and Waaree Energies, signaling a sell-on-rise strategy. While some analysts remain optimistic, profit booking and portfolio reshuffling may be driving HNI exits. Retail investors should note that even wealthy investors prioritize taking profits when stocks surge.

An analysis reveals that approximately eleven equity mutual funds gave returns of over 30% in the last three years. Quant Small Cap Fund and Nippon India Small Cap Fund were the top performers. Motilal Oswal Midcap Fund and Quant Mid Cap Fund also delivered strong returns.

Multi-asset allocation funds have outperformed other hybrid funds in the last one and three years, driven by a combination of asset classes like gold, silver, equity, and debt. Experts believe these funds offer a balanced approach, managing risk and capitalizing on opportunities across asset classes, making them a stable investment option during economic uncertainty.

Morgan Stanley’s Ridham Desai forecasts a 10% upside in the BSE Sensex, targeting 89,000 by June 2026. The optimism stems from macro stability, equity-friendly household shifts, and lower inflation volatility, supported by multiple structural growth triggers in India.

Zerodha Fund House introduces a Multi Asset Passive FoF. It allocates to gold, G-Secs, largecap, and midcap ETFs. This fund simplifies investing across asset classes. It suits beginners and those wanting portfolio consolidation. The fund aims for long-term, risk-adjusted returns. Zerodha emphasises simplicity and accessibility through tech solutions. They foresee growth in thematic ETFs but focus on core passive funds.

Despite a slight dip in overall holdings, foreign investors are increasing their bets on select Indian stocks, particularly in the midcap space. Top midcap picks like 360 One WAM and Paytm have delivered strong returns, while smallcap performance is more varied.

Swiggy shares slipped 4% after Q1 losses doubled, but Jefferies upgraded the stock to ‘Buy’ with a Rs 500 target, citing a likely bottom in profitability. The brokerage expects easing competition and a pause in dark store expansion to aid recovery, though volatility may persist due to Swiggy’s low-margin base and high-risk profile.

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Jefferies' mid-quarter review shows FY26 earnings downgrades outpacing upgrades, with banks driving most of the cuts. MSCI India’s FY26 EPS was trimmed by 1.7%, and Nifty EPS reduced to Rs 1,110. Motilal Oswal reported 7.5% YoY earnings growth for 38 Nifty firms, led by a handful of heavyweights, while several key names dragged overall earnings.

Aditya Vision, a retailer in Patna, has given massive returns. An investment of one lakh rupees turned into two crore rupees in five years. Despite a market dip in 2025, the stock is gaining momentum after strong Q1 results. Brokerages are optimistic, citing the company's performance and expansion plans. The firm is expected to add more stores and maintain growth.