{"id":21835,"date":"2026-02-23T11:43:14","date_gmt":"2026-02-23T06:13:14","guid":{"rendered":"https:\/\/trending.niftytrader.in\/?p=21835"},"modified":"2026-02-23T12:06:25","modified_gmt":"2026-02-23T06:36:25","slug":"sensex-300-nifty-25700-us-tariff-shock","status":"publish","type":"post","link":"https:\/\/www.niftytrader.in\/markets\/sensex-300-nifty-25700-us-tariff-shock\/","title":{"rendered":"Sensex +300, Nifty Above 25,700 as US Tariff Shock Triggers Global Risk-On Rally"},"content":{"rendered":"<p data-start=\"280\" data-end=\"549\"><strong data-start=\"280\" data-end=\"549\">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\u2019s sweeping global tariffs.<\/strong><\/p>\n<p data-start=\"551\" data-end=\"766\">GIFT Nifty had already signaled a <strong data-start=\"585\" data-end=\"614\">+170 to +190 point gap-up<\/strong>, and domestic markets opened firmly higher, reflecting a <strong data-start=\"672\" data-end=\"766\">revival in global trade confidence, improving FII sentiment, and easing macro uncertainty.<\/strong><\/p>\n<p data-start=\"768\" data-end=\"1015\">The ruling removes one of the biggest overhangs on <strong data-start=\"819\" data-end=\"896\">global supply chains, earnings visibility, and cross-border capital flows<\/strong>, triggering synchronized buying across global equities and commodities, with <strong data-start=\"975\" data-end=\"1015\">India emerging as a key beneficiary.<\/strong><\/p>\n<h2 data-start=\"1022\" data-end=\"1076\">Live Market Snapshot<\/h2>\n<ul data-start=\"1078\" data-end=\"1342\">\n<li data-start=\"1078\" data-end=\"1139\">\n<p data-start=\"1080\" data-end=\"1139\"><strong data-start=\"1080\" data-end=\"1091\">Sensex:<\/strong> <strong data-start=\"1092\" data-end=\"1112\">+300 to +350 pts<\/strong> | Near <strong data-start=\"1120\" data-end=\"1139\">83,050\u201383,150<\/strong><\/p>\n<\/li>\n<li data-start=\"1140\" data-end=\"1202\">\n<p data-start=\"1142\" data-end=\"1202\"><strong data-start=\"1142\" data-end=\"1154\">Nifty50:<\/strong> <strong data-start=\"1155\" data-end=\"1175\">+120 to +150 pts<\/strong> | Near <strong data-start=\"1183\" data-end=\"1202\">25,700\u201325,750<\/strong><\/p>\n<\/li>\n<li data-start=\"1203\" data-end=\"1279\">\n<p data-start=\"1205\" data-end=\"1279\"><strong data-start=\"1205\" data-end=\"1220\">Bank Nifty:<\/strong> Mild outperformance; PSU banks and private lenders in focus<\/p>\n<\/li>\n<li data-start=\"1280\" data-end=\"1342\">\n<p data-start=\"1282\" data-end=\"1342\"><strong data-start=\"1282\" data-end=\"1296\">India VIX:<\/strong> Cooling \u2192 signals <strong data-start=\"1315\" data-end=\"1342\">improving risk appetite<\/strong><\/p>\n<\/li>\n<\/ul>\n<h2 data-start=\"1349\" data-end=\"1384\">What\u2019s Driving Today\u2019s Rally?<\/h2>\n<h3 data-start=\"1386\" data-end=\"1448\">1\ufe0f\u20e3 US Supreme Court Tariff Verdict = Global Macro Reset<\/h3>\n<p data-start=\"1450\" data-end=\"1654\">The court\u2019s decision to strike down Trump-era tariffs has <strong data-start=\"1508\" data-end=\"1555\">immediately revived global trade confidence<\/strong>, improving earnings visibility for exporters, industrials, IT services, metals, and capital goods.<\/p>\n<p data-start=\"1656\" data-end=\"1735\">This is a <strong data-start=\"1666\" data-end=\"1695\">structural macro positive<\/strong>, not merely a one-day sentiment bounce.<\/p>\n<h3 data-start=\"1742\" data-end=\"1784\">2\ufe0f\u20e3 FII Sentiment Turns Constructive<\/h3>\n<p data-start=\"1786\" data-end=\"1902\">With tariff uncertainty easing, <strong data-start=\"1818\" data-end=\"1869\">emerging markets regain relative attractiveness<\/strong>, especially India, supported by:<\/p>\n<ul data-start=\"1904\" data-end=\"2024\">\n<li data-start=\"1904\" data-end=\"1933\">\n<p data-start=\"1906\" data-end=\"1933\">Strong GDP growth outlook<\/p>\n<\/li>\n<li data-start=\"1934\" data-end=\"1965\">\n<p data-start=\"1936\" data-end=\"1965\">Stable currency environment<\/p>\n<\/li>\n<li data-start=\"1966\" data-end=\"1994\">\n<p data-start=\"1968\" data-end=\"1994\">Improving earnings cycle<\/p>\n<\/li>\n<li data-start=\"1995\" data-end=\"2024\">\n<p data-start=\"1997\" data-end=\"2024\">Structural capex momentum<\/p>\n<\/li>\n<\/ul>\n<h3 data-start=\"2031\" data-end=\"2071\">3\ufe0f\u20e3 Commodity &amp; Currency Tailwinds<\/h3>\n<ul data-start=\"2073\" data-end=\"2146\">\n<li data-start=\"2073\" data-end=\"2098\">\n<p data-start=\"2075\" data-end=\"2098\">Crude prices softened<\/p>\n<\/li>\n<li data-start=\"2099\" data-end=\"2122\">\n<p data-start=\"2101\" data-end=\"2122\">Dollar index cooled<\/p>\n<\/li>\n<li data-start=\"2123\" data-end=\"2146\">\n<p data-start=\"2125\" data-end=\"2146\">Metals strengthened<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"2148\" data-end=\"2241\">\u2192 Creating a <strong data-start=\"2161\" data-end=\"2241\">macro tailwind for Indian equities, corporate margins, and fiscal stability.<\/strong><\/p>\n<h2 data-start=\"2248\" data-end=\"2297\">Why This Matters Today<\/h2>\n<p data-start=\"2299\" data-end=\"2370\">This is not just a <strong data-start=\"2318\" data-end=\"2336\">gap-up opening but<\/strong>\u00a0a <strong data-start=\"2344\" data-end=\"2370\">macro sentiment shift.<\/strong><\/p>\n<ul data-start=\"2372\" data-end=\"2635\">\n<li data-start=\"2372\" data-end=\"2442\">\n<p data-start=\"2374\" data-end=\"2442\">Sustaining above <strong data-start=\"2391\" data-end=\"2408\">25,700\u201325,750<\/strong> keeps <strong data-start=\"2415\" data-end=\"2432\">26,200\u201326,500<\/strong> in focus.<\/p>\n<\/li>\n<li data-start=\"2443\" data-end=\"2493\">\n<p data-start=\"2445\" data-end=\"2493\">Market structure shifts back to <strong data-start=\"2477\" data-end=\"2492\">buy-on-dips<\/strong>.<\/p>\n<\/li>\n<li data-start=\"2494\" data-end=\"2635\">\n<p data-start=\"2496\" data-end=\"2519\">Sector rotation favors:<\/p>\n<ul data-start=\"2522\" data-end=\"2635\">\n<li data-start=\"2522\" data-end=\"2548\">\n<p data-start=\"2524\" data-end=\"2548\"><strong data-start=\"2524\" data-end=\"2548\">Banking &amp; Financials<\/strong><\/p>\n<\/li>\n<li data-start=\"2551\" data-end=\"2570\">\n<p data-start=\"2553\" data-end=\"2570\"><strong data-start=\"2553\" data-end=\"2570\">Capital Goods<\/strong><\/p>\n<\/li>\n<li data-start=\"2573\" data-end=\"2585\">\n<p data-start=\"2575\" data-end=\"2585\"><strong data-start=\"2575\" data-end=\"2585\">Metals<\/strong><\/p>\n<\/li>\n<li data-start=\"2588\" data-end=\"2605\">\n<p data-start=\"2590\" data-end=\"2605\"><strong data-start=\"2590\" data-end=\"2605\">IT Services<\/strong><\/p>\n<\/li>\n<li data-start=\"2608\" data-end=\"2635\">\n<p data-start=\"2610\" data-end=\"2635\"><strong data-start=\"2610\" data-end=\"2635\">Export-driven sectors<\/strong><\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p data-start=\"2637\" data-end=\"2779\"><strong data-start=\"2637\" data-end=\"2653\">Bottom Line:<\/strong><br data-start=\"2653\" data-end=\"2656\" \/>This development potentially <strong data-start=\"2685\" data-end=\"2727\">rebuilds the bullish medium-term trend<\/strong>, provided global risk sentiment remains supportive.<\/p>\n<h2 data-start=\"2786\" data-end=\"2834\">Stocks to Watch Today<\/h2>\n<p data-start=\"2836\" data-end=\"2875\"><strong data-start=\"2836\" data-end=\"2875\">High volatility &amp; opportunity zone:<\/strong><\/p>\n<ul data-start=\"2877\" data-end=\"3095\">\n<li data-start=\"2877\" data-end=\"2928\">\n<p data-start=\"2879\" data-end=\"2928\"><strong data-start=\"2879\" data-end=\"2890\">Vedanta<\/strong> \u2013 metals rally + commodity tailwind<\/p>\n<\/li>\n<li data-start=\"2929\" data-end=\"2981\">\n<p data-start=\"2931\" data-end=\"2981\"><strong data-start=\"2931\" data-end=\"2948\">Bharti Airtel<\/strong> \u2013 defensive + risk-on rotation<\/p>\n<\/li>\n<li data-start=\"2982\" data-end=\"3035\">\n<p data-start=\"2984\" data-end=\"3035\"><strong data-start=\"2984\" data-end=\"2999\">Adani Power<\/strong> \u2013 energy demand + sector momentum<\/p>\n<\/li>\n<li data-start=\"3036\" data-end=\"3095\">\n<p data-start=\"3038\" data-end=\"3095\"><strong data-start=\"3038\" data-end=\"3054\">Ola Electric<\/strong>\u2014EV sentiment and risk appetite revival<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"3097\" data-end=\"3137\"><strong data-start=\"3100\" data-end=\"3135\">IDFC First Bank \u2013 Negative Bias<\/strong><\/p>\n<ul data-start=\"3138\" data-end=\"3286\">\n<li data-start=\"3138\" data-end=\"3228\">\n<p data-start=\"3140\" data-end=\"3228\">Stock under heavy pressure after <strong data-start=\"3173\" data-end=\"3203\">\u20b9590 crore fraud detection<\/strong> at a Chandigarh branch<\/p>\n<\/li>\n<li data-start=\"3229\" data-end=\"3286\">\n<p data-start=\"3231\" data-end=\"3286\">High volatility + downside risk \u2192 <strong data-start=\"3265\" data-end=\"3286\">avoid fresh longs<\/strong><\/p>\n<\/li>\n<\/ul>\n<h2 data-start=\"3293\" data-end=\"3337\">Technical Setup: Nifty &amp; Sensex Levels<\/h2>\n<h3 data-start=\"3339\" data-end=\"3352\"><a href=\"https:\/\/www.niftytrader.in\/\">Nifty50<\/a><\/h3>\n<ul data-start=\"3353\" data-end=\"3477\">\n<li data-start=\"3353\" data-end=\"3398\">\n<p data-start=\"3355\" data-end=\"3398\"><strong data-start=\"3355\" data-end=\"3380\">Immediate Resistance:<\/strong> 25,850 \u2192 26,000<\/p>\n<\/li>\n<li data-start=\"3399\" data-end=\"3436\">\n<p data-start=\"3401\" data-end=\"3436\"><strong data-start=\"3401\" data-end=\"3418\">Support Zone:<\/strong> 25,450 \u2192 25,300<\/p>\n<\/li>\n<li data-start=\"3437\" data-end=\"3477\">\n<p data-start=\"3439\" data-end=\"3477\"><strong data-start=\"3439\" data-end=\"3454\">Trend Bias:<\/strong> Bullish above 25,500<\/p>\n<\/li>\n<\/ul>\n<h3 data-start=\"3479\" data-end=\"3491\">Sensex<\/h3>\n<ul data-start=\"3492\" data-end=\"3552\">\n<li data-start=\"3492\" data-end=\"3528\">\n<p data-start=\"3494\" data-end=\"3528\"><strong data-start=\"3494\" data-end=\"3510\">Upside Zone:<\/strong> 83,800 \u2192 84,500<\/p>\n<\/li>\n<li data-start=\"3529\" data-end=\"3552\">\n<p data-start=\"3531\" data-end=\"3552\"><strong data-start=\"3531\" data-end=\"3543\">Support:<\/strong> 82,700<\/p>\n<\/li>\n<\/ul>\n<h2 data-start=\"3559\" data-end=\"3608\">Macro Trading Strategy (For Active Traders)<\/h2>\n<div class=\"TyagGW_tableContainer\">\n<div class=\"group TyagGW_tableWrapper flex flex-col-reverse w-fit\" tabindex=\"-1\">\n<table class=\"w-fit min-w-(--thread-content-width)\" data-start=\"3610\" data-end=\"3799\">\n<thead data-start=\"3610\" data-end=\"3629\">\n<tr data-start=\"3610\" data-end=\"3629\">\n<th class=\"\" data-start=\"3610\" data-end=\"3621\" data-col-size=\"sm\">Strategy<\/th>\n<th class=\"\" data-start=\"3621\" data-end=\"3629\" data-col-size=\"sm\">Bias<\/th>\n<\/tr>\n<\/thead>\n<tbody data-start=\"3653\" data-end=\"3799\">\n<tr data-start=\"3653\" data-end=\"3679\">\n<td data-start=\"3653\" data-end=\"3664\" data-col-size=\"sm\">Intraday<\/td>\n<td data-col-size=\"sm\" data-start=\"3664\" data-end=\"3679\">Buy-on-dips<\/td>\n<\/tr>\n<tr data-start=\"3680\" data-end=\"3709\">\n<td data-start=\"3680\" data-end=\"3688\" data-col-size=\"sm\">Swing<\/td>\n<td data-col-size=\"sm\" data-start=\"3688\" data-end=\"3709\">Long on pullbacks<\/td>\n<\/tr>\n<tr data-start=\"3710\" data-end=\"3755\">\n<td data-start=\"3710\" data-end=\"3720\" data-col-size=\"sm\">Options<\/td>\n<td data-col-size=\"sm\" data-start=\"3720\" data-end=\"3755\">Bull Call Spreads \/ Put Selling<\/td>\n<\/tr>\n<tr data-start=\"3756\" data-end=\"3799\">\n<td data-start=\"3756\" data-end=\"3771\" data-col-size=\"sm\">Sector Focus<\/td>\n<td data-col-size=\"sm\" data-start=\"3771\" data-end=\"3799\">Banks, Metals, Infra, IT<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class=\"TyagGW_tableContainer\">\n<div class=\"group TyagGW_tableWrapper flex flex-col-reverse w-fit\" tabindex=\"-1\">\n<h2 data-start=\"181\" data-end=\"217\">Final Take | Market Conclusion<\/h2>\n<p data-start=\"219\" data-end=\"319\"><strong data-start=\"219\" data-end=\"319\">Today\u2019s powerful gap-up is not just a sentiment-driven bounce; it marks a decisive macro reset.<\/strong><\/p>\n<p data-start=\"321\" data-end=\"577\">The US Supreme Court\u2019s tariff rollback has <strong data-start=\"364\" data-end=\"416\">removed one of the biggest global risk overhangs<\/strong>, instantly reviving trade confidence, earnings visibility, and foreign capital flows into emerging markets, with <strong data-start=\"531\" data-end=\"576\">India standing out as a prime beneficiary<\/strong>.<\/p>\n<p data-start=\"579\" data-end=\"797\">For Indian equities, this event <strong data-start=\"611\" data-end=\"645\">rebuilds the bullish structure<\/strong>, shifts strategy back to <strong data-start=\"671\" data-end=\"686\">buy-on-dips<\/strong>, and opens the door for <strong data-start=\"711\" data-end=\"758\">fresh all-time highs in the coming sessions<\/strong>, provided global risk sentiment holds.<\/p>\n<p data-start=\"799\" data-end=\"926\"><strong data-start=\"799\" data-end=\"817\">Trend Verdict:<\/strong> Bullish<br data-start=\"825\" data-end=\"828\" \/><strong data-start=\"828\" data-end=\"846\">Strategy Bias:<\/strong> Buy on dips, not sell on rallies<br data-start=\"879\" data-end=\"882\" \/><strong data-start=\"882\" data-end=\"908\">Near-Term Nifty Range:<\/strong> 25,450\u201326,500<\/p>\n<p data-start=\"928\" data-end=\"1157\"><strong data-start=\"928\" data-end=\"944\">Bottom Line:<\/strong><br data-start=\"944\" data-end=\"947\" \/>This ruling could become the <strong data-start=\"976\" data-end=\"1016\">single biggest macro trigger of 2026<\/strong>, capable of extending India\u2019s bull cycle and accelerating sector rotation toward <strong data-start=\"1098\" data-end=\"1156\">banks, metals, capital goods, and export-driven stocks<\/strong>.<\/p>\n<\/div>\n<\/div>\n<h2 data-start=\"3772\" data-end=\"3816\">FAQ<\/h2>\n<p data-start=\"3818\" data-end=\"4096\"><strong data-start=\"3818\" data-end=\"3875\">Q1. Why did Indian markets open sharply higher today?<\/strong><br data-start=\"3875\" data-end=\"3878\" \/>Indian markets surged after a historic US Supreme Court ruling struck down Donald Trump\u2019s global tariffs, triggering a worldwide risk-on rally and reviving global trade confidence.<\/p>\n<p data-start=\"4098\" data-end=\"4349\"><strong data-start=\"4098\" data-end=\"4166\">Q2. What is the impact of the US tariff ruling on Indian stocks?<\/strong><br data-start=\"4166\" data-end=\"4169\" \/>The ruling removes a major macro uncertainty, improving earnings visibility, boosting exports, attracting FII flows, and supporting a higher valuation multiple for Indian equities.<\/p>\n<p data-start=\"4351\" data-end=\"4542\"><strong data-start=\"4351\" data-end=\"4406\">Q3. Which sectors benefit the most from this rally?<\/strong><br data-start=\"4406\" data-end=\"4409\" \/>Banking, metals, capital goods, IT services, and export-driven sectors benefit most due to improved growth outlook and capital flows.<\/p>\n<p data-start=\"4544\" data-end=\"4696\"><strong data-start=\"4544\" data-end=\"4593\">Q4. What are key Nifty levels to track today?<\/strong><br data-start=\"4593\" data-end=\"4596\" \/>Support lies at 25,500\u201325,400, while a breakout above 25,850 can open the path toward the 26,000 psychological mark.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2019s sweeping global tariffs. GIFT Nifty had already signaled a +170 to +190 point gap-up, and domestic [&hellip;]<\/p>\n","protected":false},"author":11,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[615],"tags":[],"ppma_author":[1523],"class_list":{"0":"post-21835","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-stock-market-news"}," _eael_post_view_count":0,"authors":[{"term_id":1523,"user_id":11,"is_guest":0,"slug":"nikki","display_name":"Nikki Lodha","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/ae2e265bd56e0e890c866fbaa55d29846ba20cc5372adf666652268816af117e?s=96&d=mm&r=g","0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":""}],"_links":{"self":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/21835","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/comments?post=21835"}],"version-history":[{"count":5,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/21835\/revisions"}],"predecessor-version":[{"id":21843,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/21835\/revisions\/21843"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media\/21841"}],"wp:attachment":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media?parent=21835"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/categories?post=21835"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/tags?post=21835"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/ppma_author?post=21835"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}