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Indian Stocks Pare Early Surge on Trade-Deal Buzz as Oil Jumps After New U.S. Russia Sanctions

Unconfirmed talk of tariff cuts met a jump in crude after fresh U.S. sanctions, leaving only slim gains by the close.

Overview

  • India’s Nifty 50 cleared 26,000 at the open and Sensex rose more than 700 points before closing up just 0.09% and 0.15% at 25,891.40 and 84,556.40 after late profit-taking.
  • Mint and other outlets reported India and the U.S. are close to a pact that could cut U.S. tariffs on Indian exports to about 15–16% from roughly 50%, though no agreement has been announced.
  • U.S. sanctions targeting Rosneft and Lukoil lifted crude, with Brent up roughly 3–5% to near $66, alongside a report of a planned U.S. Strategic Petroleum Reserve purchase supporting prices.
  • Analysts cited profit-booking, higher oil and talk of possible delays in the trade discussions as reasons for the intraday reversal despite early strength.
  • Tech sentiment softened after Reuters reported the White House is weighing curbs on software-powered exports to China, even as Indian IT shares outperformed with gains in Infosys and HCL Tech.