Vipul Bhowar of Waterfield Advisors has warned that without a US-India trade deal, rallies may remain weak.
Indian markets have been sensitive to global tariff discussions that directly impact exporters.
A breakthrough agreement could restore investor confidence and unlock fresh foreign inflows.
Without it, traders may continue to see choppy sessions and volatile indices.
Policy experts have suggested easing SEZ norms to provide relief to businesse
s hit by tariffs.
Export-driven industries, especially textiles and auto components, have been feeling the pressure.
A supportive trade package could be the stimulus that India’s equity market needs right now.
Investors are closely watching Washington’s stance and any early signs of relaxation.
For now, the market mood remains cautious, hinging on diplomatic and economic signals
.
If a deal is struck, it could open the door for a strong and sustained equity market rally.