2025-06-09Niranjan Ghatule
Global markets rally as strong US job data reduces chances of early Fed rate cuts. President Trump intensifies pressure on the Fed while signaling a shift toward trade deal-making. Renewed US-China talks, easing of rare earth restrictions, and revived Boeing deliveries boost optimism. India also stands to gain as US delegation extends stay, hinting at progress in trade negotiations.
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2025-05-12Niranjan Ghatule
Nifty IT index surged over 7% intraday as the US and China signed a major trade deal in Geneva, cutting tariffs significantly and easing recession fears. With over 60% of Indian IT revenue coming from the US, the deal brought a strong rally across IT stocks. Major gainers included Infosys, TCS, HCLTech, and Coforge, while Nasdaq futures also rose 4% on positive global sentiment.
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