{"id":6120,"date":"2025-12-12T12:57:12","date_gmt":"2025-12-12T12:57:12","guid":{"rendered":"https:\/\/www.paytmmoney.com\/blog\/?p=6120"},"modified":"2025-12-12T12:57:12","modified_gmt":"2025-12-12T12:57:12","slug":"india-us-trade-deal-buzz-fed-cut-propels-nifty-above-26000-extending-market-rally","status":"publish","type":"post","link":"https:\/\/www.paytmmoney.com\/blog\/india-us-trade-deal-buzz-fed-cut-propels-nifty-above-26000-extending-market-rally\/","title":{"rendered":"India\u2013US Trade Deal Buzz &#038; Fed Cut Propels Nifty Above 26,000, Extending Market Rally"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Buying interest roared back on Friday, pushing the Nifty 50 back above the psychological 26,000 mark. In a session defined by renewed optimism and robust purchasing across sectors, the Indian markets synchronized with the global rally in equities, ending the week on a definitive high note.<\/span><\/p>\n<h2><b>Buyers Reclaim Control<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">The benchmark indices closed firmly in the green, shaking off recent hesitation. The BSE Sensex ended the session on a strong note at 85,264.79, jumping 446.66 points or 0.53 percent. Similarly, the Nifty 50 index reclaimed the 26k fortress to close at 26,042.80, registering a gain of 144.25 points or 0.56 percent.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The broader market outperformed the headlines, showing healthy risk appetite. The Nifty Mid-cap index surged 1.18 percent and the Nifty Small-cap index added 0.94 percent, witnessing a decent rebound. Market breadth was decidedly positive, with an advance-decline ratio of 36:14 among Nifty constituents.<\/span><\/p>\n<p><span style=\"font-size: 10pt;\"><i><span style=\"font-weight: 400;\">(<\/span><\/i><b><i>Source:<\/i><\/b> <a href=\"https:\/\/www.nseindia.com\/market-data\/live-market-indices\"><i><span style=\"font-weight: 400;\">NSE<\/span><\/i><\/a><i><span style=\"font-weight: 400;\">, BSE)<\/span><\/i><\/span><\/p>\n<h2><b>The Twin Engines of Growth<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Two major factors fuelled the momentum on Friday:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Global Liquidity:<\/b><span style=\"font-weight: 400;\"> Strength flowed in from a powerful global market rally.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Trade Optimism:<\/b><span style=\"font-weight: 400;\"> There is growing buzz that an India\u2013US trade deal may be finalised soon.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The biggest theme in the backdrop remains the US Fed rate cut, which has boosted equity sentiment globally. A lower US policy rate typically improves global risk appetite. For emerging markets like India, this scenario is ideal as it signals stronger foreign inflow potential.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Additionally, an improved US growth outlook supports export-oriented sectors like IT. Ideally, when US rates fall, global capital rotates toward higher-yielding markets, making India a natural beneficiary.<\/span><\/p>\n<p><span style=\"font-size: 10pt;\"><i><span style=\"font-weight: 400;\">(<\/span><\/i><b><i>Source:<\/i><\/b><i><span style=\"font-weight: 400;\"> Moneycontrol)<\/span><\/i><\/span><\/p>\n<h2><b>Sector Spotlight: Metals Shine Bright<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">The Nifty Metal index was the star performer, surging 2.63 percent to hit a three-week high. This rally is driven by China\u2019s pledge to maintain &#8220;proactive&#8221; fiscal policies next year to stimulate consumption and investment. Pro-growth policies in China are positive for metal demand and pricing since the country is a top producer and consumer of the commodity.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Top Nifty gainers included <\/span><a href=\"https:\/\/www.paytmmoney.com\/equities\/company\/nse\/tata-steel.html?id=1000007713\"><span style=\"font-weight: 400;\">Tata Steel<\/span><\/a><span style=\"font-weight: 400;\"> (+3.38%) and <\/span><a href=\"https:\/\/www.paytmmoney.com\/equities\/company\/nse\/hindalco-industries.html?id=1000004194\"><span style=\"font-weight: 400;\">Hindalco<\/span><\/a><span style=\"font-weight: 400;\"> (+3.26%), leading the charge. Other top-performing sectors were Nifty Realty (+1.53%) and Nifty Consumer Durables (+1.46%).<\/span><\/p>\n<p><span style=\"font-size: 10pt;\"><i><span style=\"font-weight: 400;\">(<\/span><\/i><b><i>Source:<\/i><\/b><i><span style=\"font-weight: 400;\"> Moneycontrol, CNBC TV-18)<\/span><\/i><\/span><\/p>\n<h2><b>Stocks in the News<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Market participants tracked plenty of corporate developments today:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.paytmmoney.com\/equities\/company\/nse\/jsw-energy.html?id=1000004476\"><b>JSW Energy<\/b><\/a><b>:<\/b><span style=\"font-weight: 400;\"> Shares rose 4.5 percent after the company announced plans to raise up to \u20b910,000 crore via QIP and other modes.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.paytmmoney.com\/equities\/company\/nse\/indian-oil-corp.html?id=1000000949\"><b>Indian Oil Corp (IOC)<\/b><\/a><b>:<\/b><span style=\"font-weight: 400;\"> The board declared an interim dividend of \u20b95 per-share for 2025-26, setting next Thursday as the record date.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.paytmmoney.com\/equities\/company\/nse\/tarc-limited.html?id=1000006922\"><b>Anant Raj<\/b><\/a><b>:<\/b><span style=\"font-weight: 400;\"> Shares surged 9.5 percent with trading volumes doubling the three-month average.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Acquisition of Reginald Men:<\/b><span style=\"font-weight: 400;\"> Honasa Consumer, the parent company of Mamaearth, has acquired a 95% stake in BTM Ventures for \u20b9195 crore to take ownership of the premium grooming brand Reginald Men.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.paytmmoney.com\/equities\/company\/nse\/vedanta.html?id=1000003939\"><b>Vedanta<\/b><\/a><b>:<\/b><span style=\"font-weight: 400;\"> Climbed nearly 3 percent to \u20b9543.8 after successfully bidding for the Genjana nickel, chromium and PGE critical mineral block.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.paytmmoney.com\/equities\/company\/nse\/pnb-housing-finance.html?id=1000002570\"><b>PNB Housing Finance<\/b><\/a><b>:<\/b><span style=\"font-weight: 400;\"> Rose 5 percent after appointing Ajai Kumar Shukla as the new Managing Director and CEO.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.paytmmoney.com\/equities\/company\/nse\/aditya-birla-capital.html?id=1000001706\"><b>Aditya Birla Capital<\/b><\/a><b>:<\/b><span style=\"font-weight: 400;\"> Gained 2.1 percent after receiving RBI approval to convert into an NBFC-Investment and Credit Company, granting it greater flexibility to lend.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.paytmmoney.com\/equities\/company\/nse\/shilpa-medicare.html?id=1000002532\"><b>Shilpa Medicare<\/b><\/a><b>:<\/b><span style=\"font-weight: 400;\"> Rose over 1 percent after securing initial marketing approval in Europe for its Rotigotine Transdermal patch.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-size: 10pt;\"><i><span style=\"font-weight: 400;\">(<\/span><\/i><b><i>Source:<\/i><\/b><i><span style=\"font-weight: 400;\"> Moneycontrol, CNBC TV-18)<\/span><\/i><\/span><\/p>\n<h2><b>Touching New Heights<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Several stocks scaled fresh 52-week highs during the session, signalling strong underlying momentum. These included <\/span><a href=\"https:\/\/www.paytmmoney.com\/equities\/company\/nse\/ashok-leyland.html?id=1000002580\"><span style=\"font-weight: 400;\">Ashok Leyland<\/span><\/a><span style=\"font-weight: 400;\"> (\u20b9164.86), <\/span><a href=\"https:\/\/www.paytmmoney.com\/equities\/company\/nse\/cummins-india.html?id=1000002834\"><span style=\"font-weight: 400;\">Cummins India<\/span><\/a><span style=\"font-weight: 400;\"> (\u20b94,615),<\/span><a href=\"https:\/\/www.paytmmoney.com\/equities\/company\/nse\/federal-bank.html?id=1000004333\"><span style=\"font-weight: 400;\"> Federal Bank<\/span><\/a><span style=\"font-weight: 400;\"> (\u20b9263.60), <\/span><a href=\"https:\/\/www.paytmmoney.com\/equities\/company\/nse\/hindustan-copper.html?id=1000000277\"><span style=\"font-weight: 400;\">Hindustan Copper<\/span><\/a><span style=\"font-weight: 400;\"> (\u20b9384.70), <\/span><a href=\"https:\/\/www.paytmmoney.com\/equities\/company\/nse\/hindustan-zinc.html?id=1000001401\"><span style=\"font-weight: 400;\">Hindustan Zinc <\/span><\/a><span style=\"font-weight: 400;\">(\u20b9567.45), <\/span><a href=\"https:\/\/www.paytmmoney.com\/equities\/company\/nse\/motherson-sumi-systems.html?id=1000004237\"><span style=\"font-weight: 400;\">Motherson Sumi<\/span><\/a><span style=\"font-weight: 400;\"> (\u20b9121.48) and <\/span><a href=\"https:\/\/www.paytmmoney.com\/equities\/company\/nse\/muthoot-finance.html?id=1000004227\"><span style=\"font-weight: 400;\">Muthoot Finance<\/span><\/a><span style=\"font-weight: 400;\"> (\u20b93,848.10).<\/span><\/p>\n<p><span style=\"font-size: 10pt;\"><i><span style=\"font-weight: 400;\">(<\/span><\/i><b><i>Source:<\/i><\/b> <a href=\"https:\/\/www.nseindia.com\/market-data\/52-week-high-equity-market\"><i><span style=\"font-weight: 400;\">NSE<\/span><\/i><\/a><i><span style=\"font-weight: 400;\">)<\/span><\/i><\/span><\/p>\n<h2><b>The Bottomline<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Brokerage firm Jefferies has added to the positive sentiment. They stated that India\u2019s equities will fare better in the emerging market pack in 2026 due to a recovery in corporate earnings and supportive macro trends. Jefferies set a 2026 year-end target of 28,300 for the Nifty 50, implying about 10 percent upside from current levels.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With the benchmarks now aiming to reclaim their new record highs (26,325.80 for Nifty and 86,159.02 for Sensex), the stage is set for an action-packed end to the year.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-size: 10pt;\"><b><i>Disclaimer:<\/i><\/b><i><span style=\"font-weight: 400;\"> Investments in the securities market are subject to market risks, read all the related documents carefully before investing. This content is purely for information purpose only and in no way to be considered as an advice or recommendation. The securities are quoted as an example and not as a recommendation.<\/span><\/i><\/span><\/p>\n<p><span style=\"font-size: 10pt;\"><i><span style=\"font-weight: 400;\">Investors are requested to do their own due diligence before investing. Paytm Money Ltd SEBI Reg No. Broking \u2013 INZ000240532, Depository Participant \u2013 IN \u2013 DP \u2013 416 \u2013 2019, Depository Participant Number: CDSL \u2013 12088800, NSE (90165), BSE (6707) Regd Office: 136, 1st Floor, Devika Tower, Nehru Place, Delhi \u2013 110019. For complete Terms &amp; Conditions and Disclaimers visit: <\/span><\/i><a href=\"https:\/\/www.paytmmoney.com\/stocks\/policies\/terms\"><i><span style=\"font-weight: 400;\">https:\/\/www.paytmmoney.com\/stocks\/policies\/terms<\/span><\/i><\/a><i><span style=\"font-weight: 400;\"> .<\/span><\/i><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Buying interest roared back on Friday, pushing the Nifty 50 back above the psychological 26,000 mark. In a session defined by renewed optimism and robust purchasing across sectors, the Indian markets synchronized with the global rally in equities, ending the week on a definitive high note. Buyers Reclaim Control The benchmark indices closed firmly in<a href=\"https:\/\/www.paytmmoney.com\/blog\/india-us-trade-deal-buzz-fed-cut-propels-nifty-above-26000-extending-market-rally\/\">Continue reading <span class=\"sr-only\">&#8220;India\u2013US Trade Deal Buzz &#038; Fed Cut Propels Nifty Above 26,000, Extending Market Rally&#8221;<\/span><\/a><\/p>\n","protected":false},"author":51,"featured_media":6121,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[41],"tags":[44,254,258,253,257,127,255,39,197,256],"class_list":["post-6120","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-fed-rate-cut","tag-global-rally","tag-honasa-consumer","tag-india-us-trade-deal","tag-jsw-energy","tag-nifty-50","tag-nifty-metal-index","tag-sensex","tag-stock-market-news","tag-tata-steel"],"_links":{"self":[{"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/posts\/6120","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/users\/51"}],"replies":[{"embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/comments?post=6120"}],"version-history":[{"count":0,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/posts\/6120\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/media\/6121"}],"wp:attachment":[{"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/media?parent=6120"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/categories?post=6120"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/tags?post=6120"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}