Sensex & Nifty Rally As Tariff Fears Cool - What Does It Mean? | Samir Arora Explains

Indian markets got a strong start as the Sensex and Nifty rallied after fears of extreme US tariffs began to ease. Investors had earlier priced in a worst-case scenario, including massive trade penalties and a potential breakdown in US-India relations. But recent comments from Ambassador Sen helped bring expectations back to more realistic levels. While this doesn’t mean a major trade deal is imminent, it does reduce the risk of a damaging shock. With the Union Budget around the corner, this relief gives the government room to act decisively and reassure markets that India can handle global pressures even without a US agreement. If a deal does come later, it could be an added bonus — or as they say, “sone pe suhaga.”