The 2026 India-US Trade Deal slashes tariffs to 18%, triggering a Nifty 50 rally and boosting sectors like textiles, solar, pharma, and logistics. See which stocks gained and what it means for investors.
India-US Trade Deal 2026: A Historic Boost for Indian Markets
On February 3, 2026, the India-US Trade Deal reshaped the export landscape by cutting US tariffs on Indian goods to 18%. This breakthrough triggered one of the strongest rallies in recent years, with the Nifty 50 closing at 25,727 (+2.55%) and the Sensex jumping 2,072 points (+2.54%).
🔹 Key Highlights of the Deal
- Tariff Reduction: US tariffs on Indian exports slashed to 18% from 25–50%.
- Competitive Edge: India now enjoys lower tariffs compared to Vietnam (20%), Bangladesh (20%), and China (34%).
- Energy Pivot: India to reduce Russian crude imports, shifting toward US and Venezuelan energy.
- Market Access: India to ease non-tariff barriers for US energy, tech, and agriculture.
- Buy American Clause: India commits to $500 billion in US imports across coal, technology, and energy.
🔹 Sectoral Winners & Stock Gainers
| Sector | Beneficiary Stocks | Feb 3 Gains |
|---|---|---|
| Textiles & Apparel | Gokaldas Exports, Raymond, Welspun Living | Gokaldas +12.4% |
| Solar & Renewables | Adani Green, Sterling & Wilson, Waaree Energies | Adani Green +9.8% |
| Pharmaceuticals | Mankind Pharma, Sun Pharma, Dr. Reddy’s | Mankind +9.4% |
| Logistics & Infra | Adani Ports, CONCOR, Mahindra Logistics | Adani Ports +9.1% |
| Specialty Chemicals | Aarti Industries, Deepak Nitrite | Aarti +15.0% |
| Financials | Bajaj Finance, Jio Financial, Aditya Birla Capital | Bajaj +6.6% |
🔹 Market Sentiment & FII Trends
- India VIX: Dropped 6.99% to 12.90, signaling reduced volatility.
- FIIs: Net inflows of ₹5,236 crore, reversing a year-long selling trend.
- Rupee: Strengthened to **₹91.76/
Investment Perspective
The India-US Trade Deal marks a structural reset for India’s export economy. With tariff parity now favoring Indian goods, sectors with high US exposure are poised for sustained growth.
- Support: Nifty at 25,600
- Resistance: Breakout above 25,800 could target 26,200
- Themes to Watch: Textiles, Solar, Pharma, Logistics, Specialty Chemicals
⚠️ Disclaimer: This article is for educational purposes only and does not constitute investment advice. Please consult a SEBI-registered advisor before making investment decisions.
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