Sensex +300, Nifty Above 25,700 as US Tariff Shock Triggers Global Risk-On Rally

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)

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.