Will India-US tariff deal spark the next rally on Dalal Street?

September 29, 2025

Indian equities face continued underperformance, trailing global peers due to earnings disappointment and significant overseas exits. While corporate earnings revival is anticipated only by FY27, a resolution to the India-US tariff dispute is seen as the immediate trigger to push Sensex and Nifty towards new all-time highs.

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PB Fintech loses Rs 22,700 cr from market value as stock crashes 26% after IRDAI’s reform plans. What Citi and Jefferies are warning

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