Stocks to Watch today: Bajaj Finance, Nazara Technologies, Aditya Birla Capital, Mankind Pharma, Restaurant Brands Asia and NBCC are among the stocks to watch today, February 04, 2026
Nifty outlook today shows bullish trend reversal after EMA breakout. Key support-resistance levels and HDFC Securities stock picks inside
After months of tariff shocks, stalled talks and diplomatic sparring, India and the US finally stitched together a trade deal that reshaped bilateral ties
Economists say the India-US trade deal could lift FY27 GDP growth by 20-40 basis points by boosting exports and reducing uncertainty, though risks from imports remain
With the US agreeing to cut tariffs on Indian goods to 18%, industry expects India's textile and apparel exports to gain a competitive edge and post double-digit monthly growth from FY27
Sensex Today | Stock Market Close Highlights, February 3, 2026: In the broader markets, the Nifty MidCap 100 and the SmallCap settled 2.84 per cent and 2.82 per cent higher, respectively
Addressing a press conference, Goyal said India secured more favourable terms than several comparable countries that have entered into trade arrangements with the United States
Varun Beverages slips into red, stock down 6% from day's high post Q4 earnings numbers
Secretary of the Department of Financial Services M Nagaraju urged industry leaders to be cheerful about the India-US trade deal
The rupee's gains come after India and the US reached a trade agreement following months of negotiations, although details of the pact are yet to be released
India is reportedly in talks to link UPI with Alipay+, a global payments platform operated by Ant International. The move could allow Indian users to make cross-border payments more easily
With better access to the US, EU and UK markets, supportive Budget 2026 measures, and pressure on rival Asian exporters, India's textile sector may be entering a rare window of opportunity
The US-India trade deal is particularly positive for export-oriented sectors with meaningful exposure to the US market, say analysts.
Nageswaran's bullishness was echoed by Indian markets, with the rupee posting its biggest gain in more than three years and stocks jumping the most since 2021 on Tuesday
Brokerages and industry bodies say easing US reciprocal tariffs to 18% will materially boost competitiveness and exports of Indian auto component makers, while gains for vehicle OEMs remain limited
Indian markets rallied sharply after the India-US trade deal cut tariffs to 18%, but analysts warn the sustainability of the uptrend depends on earnings recovery and fresh long build-up
MCX gold April 2 futures rose 3.49 per cent to ₹1,49,017 per 10 grams, while MCX silver March contracts jumped 6.92 per cent to ₹2,52,603 per kg on Tuesday
The US government has rolled out Project Vault, a $12 billion scheme to stockpile rare earths and critical minerals, aiming to shield American companies from global supply disruptions
Improved policy optics could encourage US enterprises to advance discretionary tech spending and GCC expansion, even though immediate revenue or margin acceleration for IT firms is unlikely.
Adani Enterprises, the group's flagship, jumped as much as 12 per cent, marking its steepest intraday gain since November 2024
With the "hanging sword" of trade uncertainty finally removed, market participants are pivoting toward export-heavy sectors poised to benefit from India-US trade deal
US President Donald Trump said he would lower his 50 per cent tariff on Indian goods to 18 per cent after India agreed to stop buying Russian oil
USCIS has announced dates and fees for FY27 H-1B registration, with a weighted lottery that favours higher-paid, senior roles
The India-US trade deal, Antique believes, is significantly positive for Indian equities as FPI equity outflow of $34 billion since October 2024, the highest among emerging markets (EMs), may reverse
According to Axis Securities, the moderation in reciprocal tariffs to 18 per cent represents a meaningful tailwind for Indian automobile exporters, particularly auto component manufacturers
According to Axis Securities, the reduction in reciprocal taxes is incrementally positive for Indian pharmaceutical companies, particularly those with significant exposure to the US market,
The announcement came after a phone call between Prime Minister Narendra Modi and Trump
Avanti Feeds hit a fresh life-time high at ₹960, while Apex Frozen Foods quoted at its highest level since September 2022 after the US President partly rolled back reciprocal tariffs on Indian imports
India-US trade deal: A closer look at how American tariffs on Indian exports compare with those faced by key rivals such as China, Vietnam, Mexico, Bangladesh across major sectors
Compared to China, India now enjoys significantly lower tariffs, with tariffs levied on Beijing at 34 per cent
Commerce and Industry Minister Piyush Goyal on Tuesday said the India-US trade agreement will open up huge opportunities for domestic farmers, MSMEs, entrepreneurs, and skilled workers and promote Make in India initiative. India and the US have agreed to a trade deal under which Washington will bring down reciprocal tariff on Indian goods to 18 per cent from current 25 per cent, US President Donald Trump said on Monday after a phone conversation with Prime Minister Narendra Modi. Goyal said it will help India get technology from the US. "This agreement unlocks unprecedented opportunities for farmers, MSMEs, entrepreneurs, and skilled workers to Make in India for the world, Design in India for the world, and Innovate in India for the world," Goyal said in a post on social media. He added that the development reflects the power of two like-minded, fair-trading democracies working together for shared prosperity. "Both India and US are natural allies and our partnership will co-create
After the US imposed 50 per cent tariffs, Prime Minister Narendra Modi said India would "never compromise" on the interests of farmers, livestock rearers and fishermen
A lawsuit challenges the Trump administration's freeze on green cards for 75 countries, arguing it unlawfully blocks lawful immigration using public charge rules
Sector-wise, Financials, information technology (IT), and Telecom, they said, are the ways to participate in the market rebound
The India-US trade deal slashing tariffs to 18 per cent is seen triggering a risk-on rally, attracting FII inflows, stabilising the rupee, and boosting export-led sectors, say analysts.
Stocks to Watch today, Feb 3: Stocks from sectors influenced by Trump's tariff measures, including pharma, IT, textiles, jewellery, chemicals, and auto, are set to remain in focus on Tuesday
Delhi HC allows govt to file appeal against single-judge Bench order
UK parliamentary panel backs the India-UK FTA as historic but warns British firms may face delayed gains, sectoral risks and tougher competition from Indian exports
Trump said India stopped purchasing Russian crude, a move he linked directly to the agreement between the two countries.
Higher food subsidy in FY26 RE reflects Budget support for OMSS rice sales and ethanol blending, easing FCI's borrowing burden beyond PMGKAY costs
A moderation in UPI growth is worrying industry players, who warn that low incentives and lack of monetisation could slow expansion of India's digital payments ecosystem
The talks between Indian government and central bank officials and Singapore-based Ant International, which was founded by China's fintech giant Ant Group
Bharti Airtel Q3 results preview: Brokerages broadly expect Airtel's earnings momentum to remain intact, even as they remain divided on margin expansion and Africa profitability.
The rebound came after a sharp-sell off witnessed during the special trading session on Sunday, February 1, 2026 as Finance Minister Nirmala Sitharaman presented the Budget 2026