'The border deal offers a hedge for India against Trump's unpredictability when it comes to his approach to competition with China.'
Equity investors are up for an eventful trading week ahead as the 90-day suspension period of the reciprocal tariffs announced by US President Donald Trump ends on July 9, analysts said, adding that a positive outcome from the trade negotiations could further lift market sentiment, particularly benefiting trade-sensitive sectors.
From Sensex firms, Eternal dropped the most by 4.10 per cent. Maruti, Mahindra & Mahindra, UltraTech Cement, Power Grid, Nestle, Bajaj Finance, Hindustan Unilever and Asian Paints were also among the laggards. HDFC Bank dropped by 1.26 per cent and index major Reliance Industries by 1.13 per cent. Tata Steel, Infosys and ITC were the gainers.
'Trump is likely being purposefully vague, hoping that this lack of clarity will pressure India, fearing the worst, to agree to scale back its imports of Russian oil.'
Analysts believe Tesla will first focus on building the Model Y brand before expanding -- both in terms of volume and models.
Trump, who has repeatedly said that he stopped the conflict between India and Pakistan through trade, last Friday said for the first time that "five jets were shot down" during the fighting.
Merchandise exports to the US jumped 23.5 per cent year-on-year (Y-o-Y) to $8.3 billion in June, even as India's overall outbound shipments witnessed contraction during the month, according to the data released by the commerce department on Tuesday. The increase in outbound shipments to the US was largely driven by the rush among exporters to utilise America's pause on its plans to impose country-specific reciprocal tariffs.
Pakistan's record on terrorism is "very clear" and the Pahalgam attack is only the recent example of cross-border terrorism, the ministry of external affairs said on Thursday.
IndusInd Bank, Nestle, UltraTech Cement, Mahindra & Mahindra, Power Grid, Asian Paints, Sun Pharma and Tech Mahindra were also among the laggards. Bajaj Finance, Bharti Airtel, ICICI Bank, Adani Ports and HCL Tech were among the gainers.
Pakistan is "in an active counterterrorism fight right now and they have been a phenomenal partner in the counterterrorism world", the general said.
Among Sensex firms, Bajaj Finserv, Tata Steel, Sun Pharma, Tech Mahindra, Bajaj Finance, NTPC, Nestle, Tata Motors, Hindustan Unilever and Mahindra & Mahindra were the biggest gainers. IndusInd Bank, Kotak Mahindra Bank, Power Grid and ITC were among the laggards.
Prime Minister Narendra Modi and US Vice President JD Vance have expressed satisfaction with the progress made in negotiations for a bilateral trade agreement. The two leaders met in New Delhi and discussed a range of bilateral issues, including cooperation in energy, defense, strategic technologies, and other areas. They also exchanged views on regional and global issues of mutual interest.
If the only superpower, which calls India an ally, sees the region through an India-Pakistan prism, it is unacceptable. Rather than endorse India's sphere of influence, this undermines it, asserts Shekhar Gupta.
Foreign brokerages remain cautious on the road ahead for the Indian equity markets. Though analysts at Nomura have revised their March 2026 Nifty target to 26,140 levels from the earlier 24,970, but the upside from the current levels is a modest 6 per cent. BofA Securities, on the other hand, has not made any change to its year-end Nifty target.
Prime Minister Narendra Modi spoke with President Donald Trump and set the record straight that India had paused strikes on Pakistan during Operation Sindoor following a request from Islamabad and not due to mediation or offer of a trade deal by the United States.
A statement issued by State Department Spokesperson Tammy Bruce said Landau "reaffirmed the United States' strong support of India in the fight against terrorism and the strategic partnership between the two countries".
US Vice President J D Vance and National Security Adviser Michael Waltz are scheduled to visit India on April 21, reflecting Washington's focus on strengthening its relationship with India amidst global concerns over President Donald Trump's tariff policy. Vance's visit is likely to be more of a private trip, while Waltz's visit will be a business trip with discussions on security in the Indo-Pacific region, high technology, critical minerals, and export controls. Both are expected to meet Prime Minister Narendra Modi before his trip to Saudi Arabia. The visits come in the wake of Trump's recent pause on tariffs on all countries except China, following widespread economic concerns.
He then went on to say that, however, he won't get a Nobel Peace Prize for any of his efforts.
Stock markets will be mainly driven by quarterly earnings by corporates, foreign fund flows and global trends this week, analysts said.
Movement in the equity market this week will be guided by a host of macroeconomic data announcements, global trends and trading activity of foreign investors, analysts said. Stocks markets concluded the last week on a subdued note, as investors grappled with global uncertainties.
The India-US strategic partnership is characterised by mutual trust and both sides are increasingly in agreement on key issues, such as countering China's aggression, promoting a free and open Indo-Pacific and addressing regional security challenges, Defence Minister Rajnath Singh said on Friday.
Government sources said amendments were being considered to the Atomic Energy Act to allow private sector participation and the Civil Liability for Nuclear Damage Act to limit the liability on suppliers of equipment to build atomic energy plants.
"For instance, you generally buy your military gear from Russia. That's a way to kind of get under the skin of America, if you go to buy your armaments from Russia."
US Vice President JD Vance's three children, dressed in traditional Indian attire, won hearts in India during their visit. The children, who landed in Delhi on Monday, were photographed in their outfits, which quickly went viral on social media. The children's outfits were a hit with photographers covering the visit, and their photos trended on social media throughout the day.
Tourists hesitant to visit America due to frequent policy changes there.
The main focus of the all weather RISAT-1B satellite will be to observe the Indian land with its C-band synthetic aperture radar.
"We continue to raise our concerns directly with the Indian government at senior levels," State Department Deputy Spokesperson Vedant Patel said.
US Vice President J D Vance and his wife Usha arrived in Delhi on Monday for a four-day visit. They were welcomed by Union Minister Ashwini Vaishnaw. Vance's visit comes amid ongoing trade talks between India and the US. Prime Minister Narendra Modi will host a dinner for the Vances on Monday evening after holding talks with the US Vice President. Vance and his family will also travel to Jaipur and Agra during their trip.
India and the US are likely to agree on an interim trade agreement before July 8 with New Delhi pushing for full exemption from the 26 per cent reciprocal tariff on domestic goods, an official said. The US on April 2 imposed an additional 26 per cent reciprocal tariff on Indian goods but suspended it for 90 days till July 9.
From the Sensex pack, Zomato jumped nearly 5 per cent, followed by Titan which climbed almost 4 per cent. IndusInd Bank, Maruti, Tech Mahindra, Adani Ports, Bharti Airtel and HDFC Bank were also among the gainers.
The US carmaker's entry into India is expected by the last quarter of the current financial year.
India and the US have agreed to work together to draft a comprehensive framework on defence cooperation, aimed at structuring the bilateral collaboration for the 2025-2035 period. The framework will cover multiple domains in land, air, maritime and space, and will focus on intelligence, logistics, operational and industrial engagement. The agreement comes ahead of Prime Minister Narendra Modi's planned trip to Washington, where he is expected to meet with US President Donald Trump to discuss boosting India-US cooperation in the areas of trade, energy and defence.
India and the US have signed an agreement to promote innovation through increasing cooperation among startups, address regulatory hurdles and share best practices on fundraising by entrepreneurs, an official statement said on Wednesday. The memorandum of understanding (MoU) on enhancing innovation ecosystems through an innovation handshake under the framework of India-US Commercial Dialogue was signed on November 14 in San Francisco. Commerce and Industry Minister Piyush Goyal is in San Francisco.
Indian and US armed forces conclude a comprehensive training phase as part of Exercise Tiger Triumph 2025.
India's major imports from the US include crude oil and petroleum products, gold and jewellery, plastics, aircraft, and electrical machinery and components. The key exports to the US comprise pharmaceuticals and biologicals, telecom equipment, precious and semi-precious stones, petroleum products, gold and precious metal jewellery, and ready-made garments.
US Vice President JD Vance and his wife Usha, the first Indian-American Second Lady, are set to visit India early next week. Vance will hold talks with Prime Minister Narendra Modi during his visit. The visit comes amid global concerns over President Donald Trump's policy on tariffs. Vance's visit is likely to be more of a private trip though it will have official components.
'It brings precarious peace because the red lines have shifted. 'The next Pahalgam attack would mean a full scale war.'
Exercise 'Tiger Triumph 2024', the bilateral tri-service exercise between India and the US, was held from March 18 to March 31, 2024.
'Pakistan is no longer a front-burner issue for America.'
'There's a lot of sense in what Prime Minister Modi did, but the Indian government has to be really prepared for a really sharp escalation spiral.'
