Indian equity benchmarks opened with a strong bullish bias on Monday, with Sensex rising over 300 points and Nifty50 holding firmly above the 25,700 mark, tracking a global risk-on rally after the US Supreme Court struck down Donald Trump’s sweeping global tariffs.
GIFT Nifty had already signaled a +170 to +190 point gap-up, and domestic markets opened firmly higher, reflecting a revival in global trade confidence, improving FII sentiment, and easing macro uncertainty.
The ruling removes one of the biggest overhangs on global supply chains, earnings visibility, and cross-border capital flows, triggering synchronized buying across global equities and commodities, with India emerging as a key beneficiary.
Live Market Snapshot
-
Sensex: +300 to +350 pts | Near 83,050–83,150
-
Nifty50: +120 to +150 pts | Near 25,700–25,750
-
Bank Nifty: Mild outperformance; PSU banks and private lenders in focus
-
India VIX: Cooling → signals improving risk appetite
What’s Driving Today’s Rally?
1️⃣ US Supreme Court Tariff Verdict = Global Macro Reset
The court’s decision to strike down Trump-era tariffs has immediately revived global trade confidence, improving earnings visibility for exporters, industrials, IT services, metals, and capital goods.
This is a structural macro positive, not merely a one-day sentiment bounce.
2️⃣ FII Sentiment Turns Constructive
With tariff uncertainty easing, emerging markets regain relative attractiveness, especially India, supported by:
-
Strong GDP growth outlook
-
Stable currency environment
-
Improving earnings cycle
-
Structural capex momentum
3️⃣ Commodity & Currency Tailwinds
-
Crude prices softened
-
Dollar index cooled
-
Metals strengthened
→ Creating a macro tailwind for Indian equities, corporate margins, and fiscal stability.
Why This Matters Today
This is not just a gap-up opening but a macro sentiment shift.
-
Sustaining above 25,700–25,750 keeps 26,200–26,500 in focus.
-
Market structure shifts back to buy-on-dips.
-
Sector rotation favors:
-
Banking & Financials
-
Capital Goods
-
Metals
-
IT Services
-
Export-driven sectors
-
Bottom Line:
This development potentially rebuilds the bullish medium-term trend, provided global risk sentiment remains supportive.
Stocks to Watch Today
High volatility & opportunity zone:
-
Vedanta – metals rally + commodity tailwind
-
Bharti Airtel – defensive + risk-on rotation
-
Adani Power – energy demand + sector momentum
-
Ola Electric—EV sentiment and risk appetite revival
IDFC First Bank – Negative Bias
-
Stock under heavy pressure after ₹590 crore fraud detection at a Chandigarh branch
-
High volatility + downside risk → avoid fresh longs
Technical Setup: Nifty & Sensex Levels
Nifty50
-
Immediate Resistance: 25,850 → 26,000
-
Support Zone: 25,450 → 25,300
-
Trend Bias: Bullish above 25,500
Sensex
-
Upside Zone: 83,800 → 84,500
-
Support: 82,700
Macro Trading Strategy (For Active Traders)
| Strategy | Bias |
|---|---|
| Intraday | Buy-on-dips |
| Swing | Long on pullbacks |
| Options | Bull Call Spreads / Put Selling |
| Sector Focus | Banks, Metals, Infra, IT |
Final Take | Market Conclusion
Today’s powerful gap-up is not just a sentiment-driven bounce; it marks a decisive macro reset.
The US Supreme Court’s tariff rollback has removed one of the biggest global risk overhangs, instantly reviving trade confidence, earnings visibility, and foreign capital flows into emerging markets, with India standing out as a prime beneficiary.
For Indian equities, this event rebuilds the bullish structure, shifts strategy back to buy-on-dips, and opens the door for fresh all-time highs in the coming sessions, provided global risk sentiment holds.
Trend Verdict: Bullish
Strategy Bias: Buy on dips, not sell on rallies
Near-Term Nifty Range: 25,450–26,500
Bottom Line:
This ruling could become the single biggest macro trigger of 2026, capable of extending India’s bull cycle and accelerating sector rotation toward banks, metals, capital goods, and export-driven stocks.
FAQ
Q1. Why did Indian markets open sharply higher today?
Indian markets surged after a historic US Supreme Court ruling struck down Donald Trump’s global tariffs, triggering a worldwide risk-on rally and reviving global trade confidence.
Q2. What is the impact of the US tariff ruling on Indian stocks?
The ruling removes a major macro uncertainty, improving earnings visibility, boosting exports, attracting FII flows, and supporting a higher valuation multiple for Indian equities.
Q3. Which sectors benefit the most from this rally?
Banking, metals, capital goods, IT services, and export-driven sectors benefit most due to improved growth outlook and capital flows.
Q4. What are key Nifty levels to track today?
Support lies at 25,500–25,400, while a breakout above 25,850 can open the path toward the 26,000 psychological mark.
