India–US Trade Deal Boosts Markets: Sensex Jumps 2,300, Nifty Crosses 25,800

Sensex Surges 2,300 Points, Nifty Tops 25,800 on India–US Trade Deal

Indian stock markets opened the week with a strong rally on Monday as the long-awaited India–US trade deal lifted investor sentiment. The Sensex jumped 2,291 points to 83,967, while the Nifty50 surged 702 points to 25,790 in early trade, marking a sharp shift from caution to optimism.

The agreement reduces U.S. tariffs on Indian goods from 50 per cent to 18 per cent, clearing a major uncertainty that had weighed on markets for months.

Market Experts React

VK Vijayakumar, Chief Investment Strategist at Geojit Investments, called the deal “transformational” for the Indian economy and stock markets. “This is a game changer. India’s growth rate could rise to around 7.5 per cent in FY27 with higher exports to the U.S., and corporate earnings may accelerate to 16–18 per cent,” he said. Vijayakumar also expects foreign investors to return, boosting large-cap sectors like banking, telecom, IT, capital goods, and textiles.

Shrikant Chouhan, Head of Equity Research, noted that technical indicators signal a strong market reversal. Both the Nifty and Sensex initially tested key support levels before rebounding sharply. “The intraday charts and bullish candles suggest that the broader trend has turned constructive. Upward momentum is returning, and the recent gains appear structural rather than temporary,” he said.

Analysts believe Monday’s rally may mark the start of a sustained upswing for Indian equities, supported by stronger earnings, higher FII participation, and renewed investor confidence.