Indian stock markets are seeing fresh optimism after India and the United States agreed on an interim trade deal framework, a move that has eased concerns around tariffs and trade barriers. Though not a full free-trade agreement, the interim pact offers near-term clarity for businesses and exporters, lifting overall market sentiment.
Early signals indicate that Sensex and Nifty 50 are likely to trade higher, supported by strong global cues and hopes of improved India-US trade relations. Market experts say the agreement reduces uncertainty for Indian companies that depend heavily on the US market, especially exporters.
According to market analysts and brokerage reports, export-focused sectors are expected to benefit the most. Stocks that have come into focus include:
In pharmaceuticals, companies such as Sun Pharma, Dr Reddy’s Laboratories, Lupin, Aurobindo Pharma and Divi’s Laboratories are seen gaining due to their strong US exposure.
In IT services, firms like Infosys, HCL Tech, Wipro and LTI Mindtree are expected to benefit as US demand remains steady.
The textiles and apparel sector has also drawn attention, with stocks such as Gokaldas Exports, KPR Mill, Welspun Living, Indo Count Industries and Kitex Garments seen as potential gainers.
In manufacturing and engineering, analysts have highlighted Dixon Technologies, Syrma SGS Technology, Bharat Forge, Sona BLW, Samvardhana Motherson, Sansera Engineering and Avalon Technologies.
Some traders are also tracking Torrent Power, Jindal Steel, ITC, Bharti Airtel and Kotak Mahindra Bank for short-term opportunities, as overall sentiment remains positive.
Despite the upbeat mood, experts caution that the trade deal alone may not drive a long-lasting rally.
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