Markets Gain On India–US Trade Talk Hopes; Export Stocks In Focus

Indian markets saw a sharp rebound after positive signals emerged on India–US trade talks, offering much-needed relief following last week’s sell-off. Statements from the U.S. Ambassador to India helped improve investor sentiment, triggering a swift market rally. Sudip Bandyopadhyay, Group Chairman, Inditrade Capital say a potential trade deal could have a strong psychological impact on foreign investors, easing risk aversion towards India. However, caution remains as previous rounds of optimism around the trade agreement have failed to translate into concrete outcomes. While export-oriented stocks have shown early signs of recovery, investors are advised to avoid aggressive positioning at this stage. A wait-and-watch approach may be prudent until clarity emerges on timelines, terms, and sector-specific implications of the proposed deal.