India–US trade deal boosts markets: Investors get richer by Rs 12.10 lakh crore

Stock investors became richer by Rs 12.10 lakh crore connected Tuesday arsenic benchmark equity indices staged a crisp rally, buoyed by optimism implicit the India–US commercialized woody that lowered tariff uncertainty and improved sentiment crossed planetary and home markets.The 30-share BSE Sensex closed astatine 83,739.13, up 2,072.67 points oregon 2.54 per cent. The NSE Nifty climbed 639.15 points oregon 2.55 per cent to settee astatine 25,727.55.Reflecting the broad-based rally, the full marketplace capitalisation of BSE-listed companies jumped by Rs 12,10,877.45 crore to Rs 4,67,14,754.77 crore (USD 5.16 trillion).Market participants said that the India–US commercialized agreement, which reduces reciprocal tariffs connected Indian goods to 18 per cent, removed a large overhang for investors. Commenting connected the interaction of the deal, A Balasubramanian, Managing Director and CEO of Aditya Birla Sun Life AMC Ltd, said, "The India-US commercialized woody is simply a decisive triumph for certainty, removing a cardinal overhang for Indian markets. Coming connected the heels of a beardown Budget, it materially improves visibility connected superior flows, the rupee, and manufacturing investment."Among Sensex stocks, Adani Ports emerged arsenic the apical gainer, jumping 9.12 per cent.

Other large gainers included Bajaj Finance, InterGlobe Aviation, Power Grid, Sun Pharma, Bajaj Finserv and Reliance Industries. Tech Mahindra and Bharat Electronics were the lone laggards successful the 30-share index, according to quality bureau PTI. The rally was not constricted to frontline stocks, arsenic the commercialized woody sparked beardown buying involvement successful export-oriented sectors specified arsenic textiles, leather, gems and jewellery, car ancillaries, marine exports and specialty chemicals.Highlighting the standard of the move, Siddhartha Khemka, Head of Research, Wealth Management astatine Motilal Oswal Financial Services Ltd, said, "Indian equities witnessed 1 of the biggest single-day gains connected Tuesday aft India and US announced a long-awaited commercialized deal, easing tariff-related concerns that person weighed connected Indian markets since April 2025."He added, "Key beneficiaries see car ancillaries, defence, textiles, EMS, user durables, IT services, and utilities, portion financials could spot second-order gains done improved maturation visibility."Sectorally, each indices ended successful the green. The services scale roseate 4.86 per cent, followed by realty (4.79 per cent), powerfulness (4.79 per cent), utilities (3.92 per cent), superior goods (3.71 per cent), industrials (3.44 per cent), user discretionary (3.06 per cent), metallic (2.85 per cent), healthcare (2.83 per cent) and fiscal services (2.83 per cent).Explaining the broader macro impact, Vinod Nair, Head of Research astatine Geojit Investments Limited, said that the rally was driven by some commercialized optimism and currency strength.

"Indian equities experienced a important rally today, driven by the long-anticipated India–US commercialized woody and a strengthening rupee, which boosted expectations of renewed FII inflows," helium said.He further highlighted, "The simplification of US tariffs connected Indian goods from 50% to 18% enhances India’s competitory presumption among emerging markets and bolsters the outlook for export-oriented sectors with precocious US exposure, specified arsenic textiles, aquaculture, gems and pharmaceuticals, which were supported successful the 2026 Union Budget."Market breadth remained strong, with 3,304 stocks advancing connected the BSE, portion 981 declined and 137 remained unchanged.The affirmative momentum was besides reflected successful the currency market, with the rupee appreciating sharply to a three-week precocious of 90.25 against the US dollar. Explaining the currency movement, Jateen Trivedi, VP, Research Analyst (Commodity and Currency) astatine LKP Securities, said, "Rupee traded sharply stronger, appreciating by Rs 1.28 oregon astir 1.40% pursuing the US-India commercialized woody announcement."He added, "The statement has importantly improved sentiment, arsenic expectations of stronger commercialized flows and imaginable FII inflows person boosted assurance successful the home currency."Looking ahead, analysts judge that the capitalist absorption volition displacement to firm earnings. Vinod Nair said, "Overall marketplace sentiment has turned decisively positive, with planetary commercialized risks easing and moderation successful the US-Iran conflict. Going guardant the markets could absorption much connected the ongoing Q3 firm results with a affirmative bias, due to the fact that of imaginable aboriginal net upgrades led by simplification successful tariff risk."