Indian equity markets extended their winning streak on Thursday as investors responded positively to global developments, particularly the easing of geopolitical tensions in the Middle East. The benchmark BSE Sensex gained 254.36 points to close at 77,409.98, while the NSE Nifty settled comfortably above the key 24,000-mark, reflecting sustained investor confidence.

The latest gains came after reports confirmed that the United States and Iran had signed a memorandum aimed at ending the recent conflict between the two nations. The development has been closely watched by global financial markets because of its potential impact on energy supplies and inflation trends worldwide.

According to market participants, the decline in crude oil prices played a significant role in supporting investor sentiment. Lower oil prices are generally viewed as beneficial for the Indian economy, which relies heavily on crude imports. Reduced energy costs can help contain inflation, improve corporate profitability, and ease pressure on the country's trade balance.

Oil Prices Ease

Global crude oil prices witnessed a sharp correction following the peace agreement. Brent crude, the international benchmark, slipped to around $77 per barrel, marking its lowest level in more than three months. Market data indicates that oil prices have fallen significantly from the highs recorded during the peak of the Iran conflict.

The agreement was signed by Iranian President Masoud Pezeshkian after US President Donald Trump formally endorsed the framework in Versailles, France. Reports suggest that investors interpreted the development as a major step toward restoring stability in global energy markets.

The decline in crude prices also helped offset concerns arising from weakness in certain sectors of the domestic market. Analysts believe that if oil prices remain under control, sectors dependent on fuel and transportation costs could see improved earnings prospects in the coming quarters.

Mixed Sector Performance

Despite the overall gains in benchmark indices, sectoral performance remained mixed. Information Technology stocks emerged as the weakest segment of the market, witnessing notable selling pressure during the session. Consumer Durables and Oil & Gas shares also traded in negative territory.

On the other hand, media-related stocks recorded strong gains, helping support broader market sentiment. Other sectors displayed selective buying as investors shifted their focus toward companies expected to benefit from improving economic conditions.

Asian markets delivered mixed signals. South Korea's KOSPI and Japan's Nikkei posted gains, while Hong Kong's Hang Seng index ended lower. Meanwhile, US markets had closed in negative territory during the previous session, with the Dow Jones, Nasdaq, and S&P 500 all recording losses.

Foreign institutional investors continued to remain cautious. Data showed that foreign investors have been net sellers over the past week, while domestic institutional investors maintained their buying momentum. Market experts believe strong domestic participation has helped offset foreign outflows and provided stability to Indian equities.

The Indian currency also faced pressure during the day. The rupee weakened by 21 paise and settled at 94.71 against the US dollar. Currency traders attributed the decline to global dollar strength and ongoing volatility in international markets.

Looking ahead, investors are expected to closely monitor crude oil movements, global economic developments, and institutional investment flows. Market participants will also keep an eye on upcoming corporate earnings and macroeconomic indicators that could influence trading direction in the near term.

With the Indian stock market recording gains for five consecutive sessions, attention will now shift to whether benchmark indices can sustain their momentum amid evolving global and domestic factors.

Oil prices crash over 4% after US president announces end to naval blockade in Strait of Hormuz; rupee gains 53 paise

Indian stock markets witnessed a sharp rally on Monday, 15 June, 2026, after US President Donald Trump claimed that a peace deal with Iran had been finalised. The Sensex surged 1,100 points to touch 76,677.93 level in morning trade, while the Nifty inched closer to the crucial 24,000 mark.

Markets reacted positively to Trump’s announcement that the US naval blockade in the Strait of Hormuz would be lifted immediately. In a social media post, the president wrote, “Ships of the world, start your engines. Let the oil flow.”

Oil plunges 4%

Brent crude, the global benchmark for oil prices, crashed more than 4% to $83.30 per barrel following the development. The sharp drop came on expectations of increased supply as the strategic waterway reopens for unrestricted movement of tankers.

According to traders, the blockade had constrained oil shipments from major Gulf producers for several months, keeping prices elevated. The sudden reversal triggered selling pressure across energy futures.

Rupee gains sharply

The Indian rupee strengthened 53 paise to 93.65 against the US dollar in early trade on Monday, benefiting from the decline in crude prices and renewed foreign interest in domestic equities. A softer dollar overseas also supported the local currency.

Forex dealers said the combination of lower oil import bill and positive sentiment around emerging markets helped the rupee post its single largest single-day gain in nearly two months.

Global markets rejoice

Asian indices mirrored the upbeat mood. Japan’s Nikkei jumped 5.41% or 3,597 points to 69,594, while South Korea’s KOSPI surged 5.30% to 8,516. Hong Kong’s Hang Seng rose a more modest 0.44% to 24,834.

US markets had already closed higher on Friday ahead of the announcement. The Dow Jones added 354 points to 51,202, the S&P 500 rose 0.50% to 7,431, and the Nasdaq gained 0.31% to 25,889.

FII selling persists despite rally

Interestingly, foreign institutional investors (FIIs) continued their selling spree even as markets soared. Data showed overseas investors offloaded ₹1,082 crore on Monday alone, taking their total net selling over the past seven days to ₹9,760 crore.

Domestic institutional investors (DIIs), on the other hand, stepped in to buy ₹5,341 crore on Monday, with their net buying over the last 30 days crossing ₹1 lakh crore. Market participants said this shift underscores the growing role of local funds in stabilising the market during global uncertainty.

Trump removes naval blockade

In his post, the US president claimed that the long-awaited deal with Tehran was now complete. He also announced the immediate removal of the US naval blockade in the Strait of Hormuz, without any fees or conditions.

While details of the agreement remain unclear, sources familiar with the matter said the deal likely includes curbs on Iran’s nuclear programme in exchange for sanctions relief. Official confirmation from Iranian authorities is still awaited.

What next for oil and markets?

Analysts said the sustainability of the market rally will depend on verification of the deal and actual flow of Iranian oil into global markets. Crude prices could face further downside if supplies rise faster than expected.

For India, a net importer of oil, lower crude prices bring relief on inflation and fiscal deficit fronts. However, traders cautioned that volatility may return if geopolitical tensions resurface or if the deal unravels.

Markets will now watch for official statements from both Washington and Tehran over the next few days.

Sensex jumps 940 points, Nifty gains 1% as oil eases

Sensex rallies 940 points amid easing oil prices and improving global sentiment following US-Iran peace signals; Nifty ends above 24,300.

Indian equity markets staged a strong rebound on Wednesday, May 6, with benchmark indices closing firmly in the green after a volatile start to the week. The Sensex surged 940 points, while the Nifty 50 climbed 298.15 points, or about 1 per cent, to settle at 24,330.95, buoyed by cooling oil prices and positive global cues.

The rally comes a day after both indices had ended lower, reflecting cautious sentiment earlier in the week.

Oil cools, sentiment lifts

A key trigger for the upmove was a decline in global crude prices. Brent crude eased to around $108 per barrel amid indications of progress in diplomatic talks between the United States and Iran. Market participants tracked developments around the Strait of Hormuz closely, as any easing of tensions tends to reduce concerns over supply disruptions.

According to market watchers, softer oil prices typically support import-heavy economies like India by easing inflationary pressures and improving fiscal outlook.

Global cues supportive

Asian markets advanced sharply on Wednesday, setting the tone for domestic equities. South Korea’s KOSPI jumped nearly 6 per cent, while Japan’s Nikkei and Hong Kong’s Hang Seng also posted gains.

Overnight, US markets had closed higher on May 5, with the Nasdaq rising over 1 per cent. The broader positive sentiment filtered into Indian markets during the session, particularly in the second half of the day.

Sectoral movement mixed

Gains were seen across several sectors, though the rally was not entirely broad-based. Aviation, financials, and select mid-cap stocks led the advance.

Among the top gainers on the Nifty 50 were IndiGo, Shriram Finance, TMPV, Advanced Enzymes, and Bajaj Finserv. These stocks posted gains ranging between 1.4 per cent and 2 per cent.

On the losing side, Larsen & Toubro emerged as the biggest laggard, declining nearly 2 per cent. Other stocks such as HUL, ITC, ONGC, and Reliance Industries also ended marginally lower, indicating some profit-booking in heavyweight counters.

FII selling continues

Despite Wednesday’s rally, foreign institutional investors (FIIs) have remained net sellers in recent sessions. Data shows FIIs sold equities worth ₹8,834 crore over the past seven days.

In contrast, domestic institutional investors (DIIs) continued to provide support, with net buying of ₹10,854 crore during the same period. Over the past month, DIIs have been consistent buyers, helping cushion market volatility.

“Flows remain a key factor in the current market structure,” a market participant said, noting that sustained domestic inflows are offsetting foreign outflows to some extent.

Rupee shows recovery

The Indian rupee also showed signs of recovery, rising 19 paise from its previous all-time low to close at 94.99 against the US dollar. The appreciation followed easing crude prices and improved risk appetite in global markets.

Currency stability is often seen as a supportive factor for equities, particularly for sectors reliant on imports.

Rebound after weak close

Wednesday’s gains come after a weak session on Tuesday, when the Sensex had closed 251 points lower at 77,017. The Nifty had also slipped by 86 points to end near the 24,032 mark.

The sharp turnaround suggests that investor sentiment remains sensitive to global developments, especially geopolitical cues and commodity price movements.

What lies ahead

Market participants are likely to keep a close watch on further developments in US-Iran negotiations, as well as crude oil trends. Any sustained decline in oil prices could provide further upside to domestic equities.

Additionally, institutional flows and global market direction will remain key drivers in the near term. Analysts expect volatility to persist, though the underlying trend may stay positive if external conditions remain favourable.

For now, the Sensex rally of 940 points has provided a breather to investors, even as underlying risks continue to linger.

Indian Stocks Jump on US-Iran Ceasefire, Sensex Soars 3,000 Pts

Sensex skyrockets nearly 3,000 points, Nifty touches 24,000 as US-Iran ceasefire deal sends oil prices crashing. Indian stocks jump on US-Iran ceasefire.

Markets Open Strong

Indian benchmark indices recorded a historic surge on Wednesday, 8 April 2026, after the United States and Iran agreed to a conditional ceasefire. The 30-share Sensex jumped nearly 3,000 points in early trade, while the Nifty 50 breached the 24,000 level for the first time in weeks.

The sharp drop in global crude oil prices, triggered by the development, fuelled broad-based buying across sectors. According to exchange data, the Sensex was trading at 77,587 levels, up 2,970 points from Tuesday’s close.

Realty Leads Gains

All NSE sectoral indices opened in the green, with Nifty Realty emerging as the top gainer, rising over 5 per cent. Auto, financial services, and consumer durables followed closely, each gaining between 3 and 4 per cent.

Among individual stocks, Tech Mahindra, HCL Tech, Power Grid, TCS, NTPC, Infosys, Sun Pharma, and BEL were the top performers on the Sensex. Market breadth remained strongly positive, with over 2,200 advances on the NSE.

Ceasefire Announced

The rally came after US President Donald Trump announced a temporary two-week halt to military strikes on Iran. The pause is linked to Tehran’s agreement to ensure safe passage of cargo ships through the strategic Strait of Hormuz.

In a Truth Social post, Trump said he was willing to suspend bombings for two weeks if Iran immediately reopens Hormuz – a vital transit route for nearly 20 per cent of global oil supply. He added that Washington had received a “10-point proposal” from Iran, with most longstanding disputes already seeing broad agreement.

Trump’s Two-Week Pause

Trump noted that the decision followed appeals from Pakistan Prime Minister Shehbaz Sharif and Army Chief General Asim Munir to de-escalate tensions and extend diplomatic engagement. The two-week window, he said, will be used to finalise and implement a full-fledged deal.

Officials indicated that indirect talks between US and Iranian negotiators are likely to resume in Oman within days. The development marks a sharp reversal from weeks of military escalation that had rattled global markets.

Oil Plunges 13%

Global crude benchmark Brent oil prices dropped sharply as Iran agreed to let vessels pass through Hormuz following the ceasefire. Prices fell around 13 per cent to $94.82 per barrel on Wednesday morning – the steepest single-day decline since the conflict began.

Lower oil prices are a significant positive for India, which imports nearly 85 per cent of its crude requirements. Analysts said every $10 drop in oil prices reduces the country’s current account deficit by roughly $9 billion.

RBI Policy in Focus

Meanwhile, the Reserve Bank of India’s Monetary Policy Committee (MPC) concluded its three-day meeting today. Governor Sanjay Malhotra delivered the monetary policy statement earlier in the day, addressing the impact of the Iran conflict on the Indian economy.

Market participants expect the RBI to maintain a neutral stance, though the sharp fall in oil prices may provide room for a dovish tilt. The central bank had previously flagged geopolitical risks as a key concern for inflation and growth.

What Lies Ahead

On Tuesday, the stock market had posted gains for the fourth consecutive session, with the Sensex closing 510 points higher at 74,617 and the Nifty rising 155 points to 23,124. Wednesday’s rally has added over ₹12 lakh crore in investor wealth so far.

Looking ahead, traders will monitor the implementation of the US-Iran ceasefire and any further signals from the RBI. As one dealer put it, “If oil stays below $95 and the truce holds, Indian stocks could see sustained momentum.” For now, Indian stocks jump on US-Iran ceasefire, giving investors their best single-day return in nearly two years.

Sensex Surges 850 Points as Trump Withdraws Greenland Tariffs: Nifty Hits 25,400 Amid India-US Trade Buzz

Indian benchmark indices opened sharply higher today, fueled by positive global cues and a surprise U-turn by US President Donald Trump on Greenland tariffs. Sensex today jumped 850 points to trade at 82,750, while Nifty today climbed 250 points to 25,400. After three days of losses, this stock market rally signals renewed investor confidence.

Out of 30 Sensex stocks, 28 advanced, with only two in the red. Zomato shares surged 7%, Asian Paints and SBI gained up to 4%. The rebound comes amid mixed global trading, making Sensex today a hot topic for traders.

Key Triggers Behind the Surge

Trump's policy shift stole the spotlight. He withdrew threats of tariffs on multiple countries over Greenland, announcing an outline agreement with NATO. Proposed duties set for February 1 are now off the table, easing global trade fears.

Adding to the optimism, Trump hinted at a "good deal" on India-US trade deal, boosting sentiment for Indian exports. Investors see this as a green light amid ongoing US-India negotiations.

Global markets also played a role:

• US indices rallied Wednesday: Dow up 1.21% at 49,077, Nasdaq +1.18%, S&P 500 +1.16%.
  
  

• Asia mixed: Korea's KOSPI +1.87% at 5,001, Japan's Nikkei +1.77% at 53,706; Hang Seng -0.15%, Shanghai -0.15%.
  
  

FIIs Sell, DIIs Buy: The Support Story

Despite yesterday's dip—Sensex closed down 270 points at 81,909, Nifty off 75 at 25,157—domestic players stepped up. On January 21, FIIs offloaded ₹1,788 crore, but DIIs absorbed ₹4,520 crore.

This pattern echoes December 2025: FIIs dumped ₹34,350 crore, while DIIs bought ₹79,620 crore, steadying the market.

Why This Matters Now

In 2026's volatile geo-political landscape, Trump's Trump Greenland tariffs reversal reduces uncertainty for India, a key US partner. With elections looming globally and trade wars simmering, this stock market rally offers retail investors a timely entry point. Sectors like IT, banking, and consumer stocks (hello, Zomato shares) look poised for gains.

Expert Take: "DII resilience and Trump's dovish stance could push Sensex today toward 83,000 soon," says market analyst Rajiv Singh. "Watch FII flows next."

Actionable Insights for Investors

• Buy on dips: Target Nifty 25,200 support; resistance at 25,500.
  
  

• Sector picks: Consumer (Zomato), paints (Asian Paints), banks (SBI).
  
  

• Risk check: Monitor US Fed signals and FII data.
  
  

This Sensex today bounce underscores India's market maturity. Stay tuned as trading unfolds—will the rally sustain?