India US Trade Deal Ka Kamaal: Market Ne Bharayi Udaan, Par Kuch Stocks Mein Jyaada Hi Josh?

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AuthorVihaan Mehta|Published at:
India US Trade Deal Ka Kamaal: Market Ne Bharayi Udaan, Par Kuch Stocks Mein Jyaada Hi Josh?
Overview

Arre bhaiyon, aaj India aur US ke beech ek bade trade deal ki khabar aayi hai, jiske baad Indian market mein toh jaise aag lag gayi! Sabhi indices upar bhage, aur lagta hai exporters ki toh lottery lag gayi.

India-US Trade Deal: Market mein Toofani Tezi!

Dekho, India aur US ke beech finally woh trade deal ho gayi hai jiska sabko intezaar tha. Is deal mein tariffs ko 25% se kam karke sirf 18% kar diya gaya hai. Aur haan, India ab Russia se tel kharidna bhi band karega. Is news ka impact seedha market par dikha. BSE Sensex 2.54% jump karke 83,739 par pahunch gaya, aur Nifty-50 bhi 2.55% badh kar 25,728 par close hua. Poori Indian market ki valuation ₹12 lakh crore se zyada badh gayi, ab total ₹467.20 lakh crore ho gayi hai.

Kaunse Sectors Ne Ki Kamaayi?

Sabse zyada maza aaya textile aur seafood export karne wale companies ko. Kayi stocks toh seedha 20% ka upper circuit maar gaye! Jaise K P R Mill, Trident, Welspun Living. Chemical aur consumer durables sector bhi peeche nahi raha. Realty sector toh 4% se bhi zyada bhaga. Small aur mid-cap indices bhi 2.7% se 2.9% tak upar gaye, matlab sabhi taraf se buying pressure tha.

Thoda Froth, Thoda Caution?

Lekin, yahan ek chota sa twist hai. Brokers keh rahe hain ki kayi low-priced stocks mein jo 'upper circuit' lag rahe hain, woh thoda speculative activity ka ishara de rahe hain. Yaani, kuch log sirf hype mein aa kar kharid-farokht kar rahe hain. Yeh kuch waisa hi lag raha hai jaise Budget 2026 mein STT badhne ke baad market gira tha, tab bhi mid aur small caps par kaafi pressure aaya tha. Toh thoda dhyan rakhna padega.

Aage Kya Hai Outlook?

Fir bhi, bade brokers jaise Goldman Sachs ka kehna hai ki medium term mein market achha rehne ka chance hai. Woh GDP growth 6.8% se 7.2% ke beech expect kar rahe hain. J.P. Morgan bhi keh raha hai ki 2026 ke second half mein ek rally aa sakti hai. VIX bhi 16.34 par aa gaya hai, matlab short term mein volatility kam hai. Bas ye dekhna hai ki ye trade deal ka fayda asli earnings mein kab convert hota hai aur market kitna sustain karta hai.

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