Trump Trade Deal Hopes Propel Indian Markets: Sensex Jumps 300 Points, Nifty Tests 26,050

Metal equities are leading the way as investors on Dalal Street feel better about the US-India trade deal.

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UPDATED :
Kolkata, India | Oct 29, 2025, 18:19 IST
3 Min read

Strong Opening on Wall Street & Washington Signals

President Trump hinted at a significant trade breakthrough with India in the day’s rally in Indian equities was triggered by positive cues from the U.S. Earlier reports suggested that Indian markets had opened higher when U.S.–India trade talks gained momentum. Although today’s exact quote is not widely documented, market sentiment clearly improved on the expectation of fresh trade impetus.

Sensex and Nifty Gain Ground

India's key indices started the day in a positive mood: the Nifty 50 challenged the 26,050 mark, and the BSE Sensex gained over 300 points. These gains reflect a renewed risk-on attitude among both foreign and domestic investors. In recent sessions, markets have demonstrated sensitivity to global macro cues such as trade developments, commodity prices, and Fed policy.

Metals Shine: Nifty Metal Index Leads

The Nifty Metal index was one of the best-performing sectors moves of the day, rising almost 2.2%. Improved hopes for global growth and the trade optimism factor are linked to the metals upswing; metals often gain when international trade flows increase or geopolitical tensions decrease. Given India's involvement in the global metals supply chain and
export-oriented industries, this will be widely observed.

Currency and Global Cues Support Rally

The market surge was significantly aided by strong inflows of foreign institutional investors (FIIs). FIIs invested Rs 10,339.80 crore in Indian stocks on October 28, 2025, one of the largest one-day inflows in recent memory. As a result, the month-to-date total of FII net acquisitions for October 2025 was Rs 10,040.20 crore. With the Sensex and Nifty both up almost 6% so far in October, the transition from significant outflows to new inflows has improved domestic benchmarks. On October 23, 2025, the Sensex reached its 52-week high, indicating significant momentum.

Sectoral Performance and Market Outlook

Market analysts pointed to several factors supporting the positive sentiment. Hardik Matalia, Derivative Analyst at Choice Broking, noted that after a positive opening, Nifty could find support at 25,900 followed by 25,850 and 25,800, while on the higher side, 26,000 could be an immediate resistance, followed by 26,050 and 26,100. The outlook remains constructive, with traders eyeing the crucial US Federal Reserve policy decision expected later in the day, which is widely anticipated to deliver a second consecutive 25 basis point rate cut. Investors are still anticipating this week's publication of the quarterly earnings reports from key corporations, such as L&T, Coal India, ITC, Cipla, and Dabur India. In the short term, Indian stocks are in a favorable environment thanks to a confluence of good global cues, robust institutional flows, and promising trade deal chances.

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