Your Weekly Stock Markets Rundown: 🌍 Global Jitters Rise-Uncertainty Looms as Key Data Awaited

• Indian benchmark indices capped a stellar prior week (March 17-21), with the Sensex up 4.05% at 76,905.51 and Nifty up 4.32% at 23,350.40—the best weekly gain in over 4 years—driven by FII inflows and a weaker rupee.

• This week, markets face headwinds from Donald Trump’s second presidency, with economic uncertainty impacting US business sentiment—IT firms like Accenture and US airlines signal caution.

• Domestic macros remain supportive, but global cues from Flash PMIs, US personal spending, and RBI’s bank loan data will shape momentum amid tariff and growth concerns.

• Focus turns to central bank signals post last week’s Fed (4.5%), BOJ (0.5%), and BOE (4.5%) hold, with inflation and spending data critical for rate cut bets.

📅 Weekly Events Calendar

💡 DO YOU KNOW?

Last week’s ₹22 lakh crore jump in BSE market cap—the largest since March 2021—pushed India’s total market cap past ₹450 lakh crore, fueled by a 9% smallcap surge.

Important Observations and Market Sentiments: Editor Special

• Trump’s tariff threats weigh on US discretionary spending, hitting IT and airline sectors—Indian IT firms with US exposure (e.g., TCS, Infosys) may face scrutiny.

• Flash PMIs on Monday will signal global health; India’s manufacturing slowdown (Feb) needs reversing to sustain last week’s rally.

• A falling US dollar and robust DII buying (despite FII flip-flops) offer tailwinds, but US core PCE and UK inflation data could sway Fed and BOE rate expectations.

• RBI’s bank loan/deposit growth update Friday will gauge liquidity—key for banking stocks amid potential April rate cut hopes (CPI at 3.75% in Feb).

👀Stocks to Focus:

• IT Stocks (TCS, Infosys): US spending cuts could pressure revenues—watch PMI and PCE data.

• Banking Stocks (SBI, HDFC Bank): RBI loan data and rate cut signals will drive sentiment.

• Metal Stocks (Tata Steel, Hindalco): Global PMI trends and US durable goods orders may influence prices.

📜 Summary:

After a blockbuster week, Indian markets brace for volatility as Trump-era uncertainty clouds US growth, impacting IT and consumer sectors. Flash PMIs, US spending, and RBI data will test last week’s 4% Nifty gain. Domestic resilience and FII inflows provide a buffer, but global headwinds loom—rangebound trade likely unless fundamentals shine.

🚀 Stay cautious, watch key events, and trade wisely!

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