Investors Eyes U.S. Trade Delegation Visit & Budget 2026 Says Ajay Bagga

After hitting fresh record highs last week, Indian markets are now looking for the next big trigger. Market Expert Ajay Bagga says the visit of the US trade delegation this week could play a key role in setting short-term market direction. Any positive signals on tariff relief may give markets a strong push. India has underperformed emerging markets for nearly 14 months, and historically, such phases often lead to a catch-up rally. Along with US trade developments, the upcoming Union Budget and further RBI rate action remain crucial for market sentiment. With expectations of more monetary stimulus, investors are now watching closely to see whether the next rally comes as a year-end move or a pre-Budget surge.