At the moment’s version of 11:11 is all about one factor: the India–US commerce deal.
The White Home has slashed tariffs on Indian exports to 18% from a brutal 50%, giving India the bottom US tariff amongst rising markets — and Dalal Avenue went feral.
BSE-listed corporations added practically ₹20 lakh crore in market worth, with textile and seafood exporters surging as much as 20%. Brokerages are calling it an enormous sentiment win, a supply-chain flex for India, and a possible magnet for overseas capital as commerce ties with the US abruptly look much more predictable.
Decode the take care of CNBC-TV18:
India-US commerce deal introduced; Tariff on exports drops to 18% from 50%
India and the US have introduced a historic commerce deal on Monday, February 2, after months and a number of rounds of negotiations between the 2 events. As a part of the deal, the 25% reciprocal tariff introduced on Indian exports will probably be lowered to 18%. India now faces the bottom US tariffs amongst all EMs.
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BSE-listed corporations add ₹20 lakh crore in market cap after India-US commerce deal
BSE-listed corporations has added a complete of ₹20 lakh crore to their market capitalisation because the Indian fairness markets noticed a pointy upmove in Tuesday’s buying and selling session in response to the India-US commerce deal.
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US-India deal sparks rally: Gokaldas Exports, Welspun Dwelling, different textile shares leap as much as 20%
US-India deal has sparked a rally in Indian textile shares that has been dealing with 50% US tariff since August 27, 2025. Shares of Gokaldas Exports Ltd., Welspun Dwelling Ltd., KPR Mill Ltd., Indo Depend Industries Ltd. surged as a lot as 20% late Monday night time.
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India-US commerce deal lifts outlook for shrimp exporters Avanti Feeds, Apex Frozen after tariff minimize
Shares of India’s seafood exporters akin to Avanti Feeds, Apex Frozen Meals, Waterbase, IFB Agro Industries and Coastal Company are anticipated to stay in focus throughout Tuesday’s session, following the India-US commerce deal.
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India-US Commerce Deal: Right here what Jefferies is betting on and its mannequin portfolio adjustments
Brokerage agency Jefferies mentioned the India-US commerce deal is constructive for investor sentiment, because it sharply lowers tariff boundaries between the 2 international locations. Tariffs on India’s exports to the US have been lowered to 18% from 50%, whereas tariffs on US exports into India have been introduced all the way down to zero, assuming most agricultural merchandise stay excluded.
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India-US Commerce Deal: 10 issues to learn about right now’s inventory market rally
Sentiment is every part within the markets, and the India-US commerce deal was a much-needed win after a protracted tough patch. For overseas buyers, sturdy and predictable commerce relationships are essential. A firmer US-India partnership additionally alerts higher geopolitical alignment and coverage stability, lowering the chance of abrupt commerce disruptions.
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India good points price edge as US tariff reset opens door for provide chain shift, say consultants
The India-US tariff deal is anticipated to assist overseas investor sentiment, enhance earnings visibility, and strengthen India’s position in international provide chains. Market consultants say the settlement might assist entice funding into manufacturing and technology-linked sectors, whereas future FII flows might rely upon foreign money stability and coverage alerts.
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Russia hits Kyiv, Kharkiv energy websites earlier than United Arab Emirates talks after truce row
Russian forces attacked Ukraine’s capital of Kyiv, its second largest metropolis of Kharkiv and different centres early on Tuesday, officers mentioned, triggering fires and dealing new blows to power infrastructure.
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Waymo raises $16 billion at $126 billion worth, plans robotaxi service in 20 cities
Robotaxi pioneer Waymo has raised one other $16 billion to assist gasoline its ambition for its fleet of self-driving vehicles to supply rides all through the world whereas different deep-pocketed rival providers backed by Tesla and Amazon attempt to catch up.
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Why gold’s current fall could also be short-lived, explains SAMCO
SAMCO believes gold is more likely to transfer right into a time-wise consolidation part. The brokerage expects gold to commerce in a broad vary, with resistance close to ₹180,779 and assist round ₹136,185–₹132,294. Such sideways motion is widespread after sharp rallies, because it permits extra optimism to chill and market positioning to reset.
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New baggage guidelines: How a lot gold and silver jewelry could be carried duty-free to India
The Indian authorities has revised baggage guidelines for worldwide passengers, widening duty-free allowances for private items, together with gold and silver jewelry, beneath the Baggage Guidelines, 2026, efficient February 2, 2026.
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