Trump–Putin discussions on Ukraine reportedly yielded a positive understanding, calming global markets.
This diplomatic thaw is seen as easing geopolitical risks that had been clouding investor sentiment.
Improved global vibes may encourage renewed FII participation in Indian equities.
Trade-sensitive and export-linked sectors could benefit from reduced global polic
y volatility.
Domestic markets may now pivot toward consumption and services stocks.
Uncertainty over monetary policies may also ease if global outlooks im
prove.
Analysts say this could support reopening of sectors hard-hit by external te
nsions.
Monday’s open will offer a clearer picture of sentiment spillover.
Sustaining the movement depends on further confirmations from both sides.
Markets will closely watch follow-up commentary from global and Indian policymakers.