The Economic Times

The shares of Hindustan Aeronautics (HAL) fell 5% to settle at Rs 4,024 on Monday after media reports claimed that a Tejas light combat aircraft (LCA) crashed during a training sortie.

Indian markets head into Monday amid fresh tariff uncertainty after Donald Trump raised temporary US import duties from 10% to 15%, following a Supreme Court setback. While experts say markets may price in continuity, near-term volatility remains likely. Export-oriented sectors could see knee-jerk reactions as investors assess legal risks, refund implications and the broader India-US trade understanding.

Top Indian firms saw a significant market valuation surge last week, with Larsen & Toubro and State Bank of India leading the gains. Six of the top-10 valued companies collectively added over Rs 63,000 crore, while others experienced a decline in their market capitalization.

Primary markets brace for a hectic week as nine IPOs open across the mainboard and SME segments. Grey market premiums remain selective, with standout interest in select SME counters.

In FY26, 10 penny stocks surged 50205%, with four multibaggers.

Nifty ended the week 0.4% higher, aided by gains in financials and metals, with the index rising 117 points on Friday to close at 25,571. As markets reopen on Monday, multiple domestic and global triggers are set to influence sentiment. Technically, analysts see resistance at the 21-EMA, while a bearish RSI crossover signals weak underlying momentum.

Nifty ended the week in a consolidative range, reflecting caution ahead of Mondays open after the US Supreme Court verdict. Markets are watching for breakout momentum, with key sectors showing mixed relative strength. Investors should track resistance, support, and global cues for direction in the coming week.

Foreign institutional investors (FIIs) turned net buyers in February, investing Rs 16,912 crore amid improved Q3 corporate earnings. While outflows hit Rs 35,962 crore in January, buying returned across financial services and capital goods. Analysts see this as a potential trend reversal, with continued FPI inflows expected through FY26.

Indian markets are set for a strong start following a US Supreme Court ruling. This decision removes Donald Trump's sweeping tariffs, benefiting export sectors like gems, jewellery, textiles, marine products, and pharmaceuticals. Auto sector action is also expected. Experts see this as a major sentiment booster, though they advise caution on potential Trump administration responses.

Indias AI revolution will rely less on code and more on massive infrastructurepower, fibre, cooling, chips, data centres and long-term capital. With a 200 lakh crore investment opportunity ahead, Indias maturing capital markets, REITs, InvITs and global investor appetite position the country to finance this next big private-sector-led buildout.

Markets ended higher despite volatility, with Nifty consolidating in a narrow range. FII positioning shows gradual short covering but remains cautious. IT stocks stay under pressure, while banking and PSU sectors show strength. Analysts expect sideways movement with stock-specific action and highlight key technical levels for the coming week.

Sunil Singhanias Abakkus portfolio shows a mixed FY26 performance, with seven stocks gaining over 30% and some declining sharply. The portfolio value has moderated, while two new additions were made in Q3. The analysis highlights key winners, laggards and evolving investment trends among prominent Dalal Street investors.

India's steel sector shines globally with robust domestic demand and expanding capacity. It is the world's fastest-growing steel market. Projections show significant volume growth through FY28. Infrastructure, real estate, and energy transition fuel this expansion. Domestic producers benefit from protectionist measures and improving pricing. JSW Steel and Tata Steel are poised for growth.