Arvind Sanger from Geosphere Capital Management suggests markets are beginning to acknowledge the potential for sustained high tariffs, exceeding previous expectations. The uncertainty surrounding trade deals with major economies like Japan, the EU, and India, coupled with concerns about the Federal Reserve’s interest rate policy, is creating turmoil.
Big Money Moves: 11 large-cap stocks where institutional investors raised stakes in Q4FY26
Institutional investors increased stakes across major NSE large-cap stocks in March 2026, signaling confidence in fundamentals and future growth. Companies like Adani Power, Axis Bank,