Positive global trade news lifts sentiment, while banking and energy stocks lead the rally

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The Indian stock market is trading in the green zone today. Strong buying interest lifts the main indices in early trade. Market mood remains active and sensitive to global developments, but overall direction stays upward during the session.

Benchmark Indices Show Solid Gains


The BSE Sensex moves higher by more than 600 points and trades above 83,300 during the day. The Nifty 50 crosses 25,700 and trades in the 25,720–25,730 range. This reflects gains of around 0.6 percent. Buying is visible across large companies, giving steady support to the indices.

The Nifty Bank index also trades in green, showing strength in financial stocks. Banking shares play an important role in today’s rise. Broader markets also participate, with mid-cap and small-cap stocks seeing interest from traders.

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Volatility remains present. The India VIX, which measures market fear, stays elevated. This shows that even though indices are rising, caution continues among participants.

Global News Lifts Sentiment


Global developments provide a major boost to Indian equities today. The US Supreme Court removes key tariff rules introduced earlier by the former American leadership. This decision reduces concerns about trade barriers between major economies.

Lower trade pressure improves outlook for export-oriented Indian sectors. Textile, manufacturing, and engineering companies benefit from this news. Improved global sentiment encourages investors to increase exposure to equities.

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At the same time, markets remain alert. Recent changes in tariff policies by large economies create uncertainty in global trade. This keeps traders cautious despite today’s rally.

Regulatory Changes in Focus


Domestic policy developments also attract attention. India’s central bank introduces new lending rules aimed at reducing risk in financial markets. These rules begin from 1 April 2026.

Under the new system, banks face tighter limits on funding proprietary trading. Brokers must provide 100 percent collateral for certain credit facilities. These changes aim to strengthen market stability and reduce excessive leverage.

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However, analysts expect some pressure on trading firms. Lower access to easy funding may reduce profit margins. Derivative trading volumes could also decline. The impact may be visible on activity at the National Stock Exchange in the coming months.

Sector Performance Today


Financial stocks show strength and support the broader rally. Energy and commodity shares also trade higher as global sentiment improves.

The technology sector, however, faces pressure. Bearish positions increase in several IT stocks. Concerns grow about rapid progress in artificial intelligence and its possible effect on traditional software services companies in India. This leads to selective selling in technology counters.

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Despite weakness in IT shares, gains in banks and cyclical sectors help maintain positive market direction.

Recent Market Background


In recent sessions, Indian equities saw sharp swings. Earlier declines are triggered by geopolitical tensions and uncertainty over the United States interest rate expectations. During that phase, the Sensex drops more than 1,200 points in a single session.

After the fall, selective buying in heavyweight stocks supports recovery. Gradual improvement in global cues helps benchmarks move back above key levels. Today’s rally continues that rebound momentum.

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Current Market Outlook


As trading continues, attention remains on global economic signals and domestic policy implementation. Sustained buying in large financial and industrial stocks supports the current trend. However, elevated volatility suggests that sudden movements cannot be ruled out.

Indian equities are trading firmly today, with Sensex above 83,300 and Nifty near 25,730. Positive global trade news drives the rise, while regulatory tightening and sector-specific concerns create balance. The market shows strength, yet remains watchful of new developments that may shape the next move.