Your Weekly Stock Markets Rundown: Global Markets Reel as Trump’s Tariff Threats Unsettle Investors

March 3-7, 2025

March 3-7, 2025

  • Equity markets in India, Asia, and Europe faced heavy selling pressure last week after US President Donald Trump announced new tariffs on trading partners, effective March 2025.

  • The tariff threats, targeting imports like cars, semiconductors, and lumber, sparked fears of a global economic slowdown, rattling investor confidence.

  • Indian indices ended February sharply lower, with the Sensex down 1.90% at 73,198.10 and Nifty down 1.86% at 22,124.70 on February 28, mirroring global weakness.

  • Investors await clarity on tariff timelines and tax hike details, alongside key economic data releases this week for directional cues.

📅 Weekly Events Calendar

Date

Event

Mar 3, 2025

Auto Sales (Feb Wholesale Dispatch); India Final Manufacturing PMI; Global PMI Updates; Euro Area Inflation (Feb)

Mar 4, 2025

Coforge Board Meeting (Stock Split Proposal)

Mar 5, 2025

India Final Services PMI; Global Services PMI Updates; Bharat Electronics & LIC Housing Finance Board Meetings; Australia GDP (Q4 2024)

Mar 6, 2025

ECB Interest Rate Decision; US & Canada Exports-Imports (Jan)

Mar 7, 2025

China Exports-Imports (Jan); US Unemployment Rate & Non-Farm Payrolls (Feb)

💡 DO YOU KNOW?

The Nifty’s 1.86% drop on February 28 marked its worst monthly losing streak in 29 years, erasing ₹85 lakh crore in investor wealth since September 2024 highs.

Important Observations and Market Sentiments: Editor Special

  • Trump’s tariff announcements—25% on Canada and Mexico, 10% on China, and potential EU levies—could disrupt global trade flows, with ripple effects on India’s export sectors.

  • Weak global cues and uncertainty over tariff quantum and timelines may keep volatility high; investors are bracing for retaliatory measures from affected nations.

  • India’s auto sector faces headwinds as February wholesale dispatches are expected to reflect subdued retail demand—watch for stock-specific reactions on March 3.

  • Upcoming PMI data and US jobs figures could either ease or amplify growth concerns, while the ECB’s rate decision may influence global liquidity sentiment.

👀Stocks to Focus:

  • Tata Motors & Bajaj Auto: Auto sales data may pressure these stocks if wholesale numbers disappoint.

  • Coforge: Stock split proposal on March 4 could spark interest if approved.

  • Bharat Electronics: Interim dividend announcement on March 5 may lift sentiment.

📜 Summary:

Global markets, including India, are under strain as Trump’s tariff threats escalate trade tensions, with last week’s selloff setting a cautious tone for March. This week’s economic data—auto sales, PMIs, trade figures, and US jobs—alongside the ECB’s rate call, will shape near-term trends. Investors should stay vigilant as tariff clarity and macroeconomic cues unfold.

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

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