Mirae Asset Money Market fund – Regular Plan (G)
Current value of a ₹1000 monthly SIP
US Imposes 50% Tariffs on Indian goods, Sparking Market Caution & Strategic Investment Advice
Washington D.C. – The United States has announced a significant escalation in trade tensions, imposing a 50% tariff on a range of Indian imports, effective immediately. The move, announced [Date – infer from article context if possible, or else omit], is a response to India’s continued purchase of Russian oil and has triggered immediate reactions from Indian markets and financial analysts.
This tariff action follows threats of “secondary sanctions” from former President trump, signaling a potentially protracted period of trade friction between the two nations. Affected sectors are expected to include leather, textiles, jewelry, shrimp, and gems, potentially increasing costs for American consumers and impacting Indian export revenue.
Navigating Market Uncertainty: Expert Strategies
The immediate impact on Indian stock markets is uncertain, with analysts advising a cautious approach. While the long-term growth potential of the Indian economy remains strong, the current environment demands a strategic response. emkay Global Financial Services cautions that investor sentiment surrounding Export-oriented and globally exposed sectors, particularly Electronic Manufacturing Services (EMS) stocks, could be further impacted pending any announcements from Apple regarding its supply chain.
Hear’s a breakdown of expert recommendations for navigating the current market landscape:
Weather the Volatility: Analysts strongly advise against attempting to profit from short-term market fluctuations. The situation is complex, with potential for tariff renegotiations, sector-specific exemptions, and shifts in India’s oil import strategy all contributing to uncertainty.
Reduce Exposure to Global Sectors: Given the likelihood of a broader global economic slowdown, minimizing investment in sectors heavily reliant on exports and international trade is recommended.
Capitalize on Corrections: A market correction exceeding 5% could present a buying chance,bringing valuations to more comfortable levels. Experts note that the direct impact of these tariffs on the earnings of listed Indian companies is currently considered negligible, and shouldn’t derail India’s projected cyclical growth recovery in the second half of fiscal year 2026, which is expected to be driven by domestic demand.
Selective Sector Focus: Emkay currently recommends an “overweight” (OW) position in Consumer Discretionary and Industrials, while maintaining an “underweight” (UW) stance on Financials, Technology, and Consumer Staples.
Long-Term Viewpoint & Short-Term Caution
Santosh Meena, an analyst, emphasizes that these developments are part of a larger pattern of global trade tensions and shouldn’t deter long-term investors. He views near-term volatility as a potential opportunity for those with a long-term investment horizon.For short-term traders, however, a more cautious approach is advised. Meena points to muted first-quarter earnings, stretched valuations, and ongoing global trade tensions as factors contributing to near-term market weakness. he suggests a defensive and selective strategy, with any significant market correction viewed as a potential buying opportunity, anticipating improved earnings momentum in subsequent quarters.
Disclaimer: The views and recommendations presented here are those of individual analysts and broking firms, and do not represent the views of Mint. Investors are strongly encouraged to consult with qualified financial advisors before making any investment decisions.
Home Decisions Shaped by Film Insights
Couple Credits Actor Irrfan Khan’s Advice for Rental Choices
For film editor **Archit Rastogi** and art therapist **Tripti Rastogi**, finding the perfect home involved more than just square footage. Their relocation to Andheri West was driven by proximity to their children’s school, a common concern for families.
Prioritizing Location and Comfort
The couple settled into a 700 sq. ft., 2BHK apartment. Their home search prioritized essential elements like natural light and ample window space, reflecting a desire for a bright and airy living environment. They shared how these factors, alongside community considerations, influenced their decisions.
Factors such as avoiding “mall fatigue” and ensuring suitable setups for working from home also played significant roles in their process. This holistic approach transformed their rented apartment into a true home.
The Impact of Irrfan Khan’s Wisdom
Remarkably, the duo revealed that advice from the late, acclaimed actor **Irrfan Khan** significantly impacted how they evaluated potential residences. His insights helped them navigate the complexities of choosing a rental property.
A recent report highlights that 70% of renters consider proximity to amenities like schools and workplaces a top priority when selecting a new home (Statista, 2024).
Creating a Personal Sanctuary
Their experience underscores a growing trend where renters are looking beyond basic needs, seeking spaces that align with their lifestyle and values. The Rastogis’ story illustrates how thoughtful consideration and even unexpected guidance can lead to a fulfilling living situation.
Foreign Investors Trim Stakes in 10 Midcaps Amid Sharp Declines
Aditya Birla Fashion & Retail Leads Fall with 70% Drop
Foreign institutional investors (FIIs) are actively adjusting their portfolios, reducing holdings in numerous midcap stocks. This strategic shift warrants close attention, as these decisions are often driven by intensive research and rigorous analysis.
FIIs Cut Holdings in Dozens of Midcap Stocks
Our latest review indicates that FIIs have decreased their stake in approximately 68 midcap companies. Of these, a significant portion, around 22, have experienced negative returns in the current fiscal year (FY26).
Top Underperformers Identified
We have highlighted the ten worst-performing stocks within this group, with share prices falling between 7% and a striking 70%. Aditya Birla Fashion and Retail emerged as the most significant decliner, plummeting 70% in just four months.
As of the latest filings, FIIs hold positions in approximately 137 midcap equities. Their divestments signal a cautious approach to specific segments of the market.
Market Dynamics and Investor Sentiment
The overall market sentiment can be gauged by the activity of major institutional players. For instance, the S&P BSE Sensex has seen gains of over 11% year-to-date, but this broader trend doesn’t reflect the specific challenges faced by some midcap segments.
HereS a breakdown of the provided text, focusing on the key takeaways and advice:
Overall Market Sentiment:
Caution advised for Midcaps and smallcaps: Rajesh Palviya strongly suggests staying away from midcap and smallcap stocks for now due to significant profit-taking and a breakdown below their 50-day moving averages. He anticipates further downside pressure in these segments.
Broader Market Correction Expected: The Nifty has also broken a key support level and is showing a pattern of lower highs and lower lows for four consecutive weeks, indicating sustained selling pressure. the lack of strong earnings support further contributes to this bearish outlook.
Sectoral Analysis and Opportunities:
pharma’s Weakness: Pharma, which previously supported the market, is no longer doing so, especially evident in recent sessions.
Banking Sector:
Private Banks are Preferred: ICICI Bank and HDFC Bank are highlighted as better bets within the banking sector. Thay are trading above breakout levels, and rallies are supported by buying action, suggesting further upside potential. These are recommended for “long trades.”
PSU Banks are Consolidating: PSU banks are showing some buying interest but are mostly in a consolidation phase. Stocks like Union Bank, Canara Bank, and SBI are trading within ranges, awaiting breakouts.
SBI for Longer-Term: For investors with a 3-6 month perspective, SBI is considered well-placed around the ₹800-₹780 range. Accumulation with a stop loss at ₹760 is suggested. A breakout above ₹830 coudl trigger a strong rally.
Key Takeaway for Banking: If the market recovers, private banks (HDFC and ICICI) are expected to lead the charge.
Specific Stock Recommendations:
Long Advice:
Fortis Healthcare:
Reasoning: Trading near all-time highs, showing a consistent higher-top, higher-bottom formation, and moving within an upward-sloping channel on the weekly chart. Strong long build-up in derivatives data.
Action: Buy and accumulate.
Target: ₹880
Stop Loss: ₹820
Short recommendation:
Siemens:
Reasoning: Showing weakness, having broken below its 50-day and 100-day moving averages, and a key support level on the weekly chart. Further selling is expected.
Action: Sell. target: ₹2,970 (downside)
Stop Loss: (The text cuts off before the stop loss for Siemens is provided).
in Summary:
the expert advises a cautious approach to the broader market, particularly midcaps and smallcaps, due to prevailing selling pressure. For those looking to invest in the banking sector,private banks like ICICI and HDFC are preferred over consolidating PSU banks. specific stock recommendations are provided for both long and short positions, with Fortis Healthcare as a buy and siemens as a sell.
New Delhi – In a move aimed at enhancing user engagement and data collection, TimesApps has implemented a complete strategy for its digital platforms, integrating advanced analytics and survey tools. This initiative focuses on tailoring user experiences based on subscription status and geographical location, while also activating targeted marketing campaigns.
The core of this strategy involves the dynamic loading of JavaScript for analytics and user feedback.Depending on the user’s subscription status, identified by a global `isPrime` variable, the system assigns a ‘paid’ or ‘free’ status. This status,along with the user’s country code (defaulting to ‘IN’ if not otherwise specified),is then recorded using the Survicate platform’s visitor traits. This ensures that user interactions and feedback are categorized accurately for future analysis and personalization.
The implementation of the Survicate JavaScript is managed through a conditional loading mechanism. If the Survicate object and its `setVisitorTraits` method are available, the attributes are set immediately. Or else, an event listener is attached to wait for the `SurvicateReady` event before proceeding. The Survicate script itself is dynamically created and inserted into the document’s head, ensuring it loads asynchronously.
Furthermore, the TimesApps.toiPlusEvents function orchestrates the activation of various campaign and analytics tools. It first checks for the availability of site settings, specifically `toiplus_site_settings`, and flags for active Google and Facebook campaigns.If these settings are present and the user is not a prime subscriber,it proceeds to load Google Tag Manager (gtag) events and Facebook Pixel events accordingly,along with Survicate JavaScript if permitted by the site settings.
In scenarios where the initial site settings are not available or the user is a prime subscriber, the system fetches updated site configurations from a remote Jarvis endpoint. This dynamic fetching allows for real-time adjustments to campaign and analytics configurations.The retrieved configuration then dictates whether Google and Facebook campaigns are activated and which sections of the website are eligible for Survicate surveys, with specific logic applied for prime user layouts.
This multi-faceted approach underscores a commitment to data-driven decision-making and personalized user journeys across TimesApps’ digital properties. By leveraging advanced analytics and feedback mechanisms,the company aims to optimize user engagement,understand subscriber behavior,and refine its digital marketing strategies.