Indian Markets Rally on Global Optimism and U.S. Trade Moves

Indian stock indices opened sharply higher on Tuesday, driven by positive global sentiment and expectations of reduced trade tensions between the U.S. and China. The Nifty 50 index surged by 539.80 points or 2.36% to open at 23,368.35. Similarly, the BSE Sensex jumped 1,679.20 points or 2.23%, starting the day at 76,836.46. The rally was fueled by investor hopes after the U.S. signaled relief in trade tariffs.

U.S. Signals Temporary Tariff Relief

Recently, the U.S. government hinted at easing some trade restrictions. This includes temporary exemptions on tariffs for key electronics and semiconductors. These moves raised hopes of progress toward a broader deal with China. On Sunday, the U.S. Commerce Secretary confirmed the relief is temporary. Meanwhile, President Donald Trump posted that new tariffs on semiconductors might be announced next week.

Expert View on Market Sentiment

Market expert Ajay Bagga told ANI, “Indian Markets are determined to see the positives today. The worst of Trump Tariff Tantrums is perhaps over, at least for 90 days at the worst. Markets will look at earnings and management guidance for clarity through the Trump Policy Uncertainty. India stands out as a strong structural domestic story, and should attract some FPI flows once the Trump Policy is crystallised.”

Global Markets React Positively

Global stock markets welcomed the developments. On Monday, major indices across Asia, Europe, and the U.S. ended higher. Notably, U.S. tech giants saw gains of more than 6% during pre-market trading.

Domestic Confidence Remains Strong

Even with tight liquidity in March, Indian investors maintained their confidence. SIP (Systematic Investment Plan) inflows into equity mutual funds crossed ₹25,000 crore, providing solid support to the markets.

FII and DII Activity

In the last trading session on April 11, Foreign Institutional Investors (FIIs) sold shares worth ₹2,519 crore. In contrast, Domestic Institutional Investors (DIIs) remained active buyers, investing ₹3,759 crore.

Corporate Earnings in Focus

Several Indian companies will announce their quarterly results today. These include:

• ICICI Lombard General Insurance

• Indian Renewable Energy Development Agency

• GM Breweries

• MRP Agro

• Hathway Bhawani Cabletel and Datacom

• Delta Industrial Resources

Other Asian Markets Also Rise

Elsewhere in Asia, markets showed gains too. Taiwan’s weighted index climbed over 1.6%. South Korea’s KOSPI rose 0.79%, Japan’s Nikkei 225 advanced 0.88%, and Hong Kong’s Hang Seng index inched up 0.07%. On Monday, the U.S. markets also closed in the green. The Dow Jones gained 0.78%, NASDAQ rose 0.64%, and the S&P 500 increased by 0.79%.

Investors Await Further U.S. Announcements

Looking ahead, market participants are closely watching for more statements from the U.S. government. Any new development could influence global trade outlook and steer future market direction.