US–India Trade Shift 🇮🇳

A reported new trade understanding could reduce reciprocal tariffs from 25% to 18%, signaling stronger economic cooperation between the two nations.

If confirmed, this may boost bilateral trade flows and reshape strategic partnerships amid ongoing global tensions.

Gifty nifty up 700 points up.

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India will never bring tariffs to zero nor buy 500 billion from usa lol… that guy is a born liar. anyways we can expect a gap up opening.

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Great news and I have long calls, but

  1. India will not open diary and agriculture
  2. India cannot abruptly stop buying Russian oil to please America, maybe in stages
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Trump lost first mover advantage to europe , Uk and others so he rushed in to make a deal with india, everything he wrote in tweet about india giving up russian oil etc is BS, that tweet is lying himself to feel better.

anyway tomorrow nifty expiry, rip all the call writers , this is why we need after market fno to protect from black/white swan events.

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Yes i seen there is heavy call writes i. 25500
I think they will not allow above this , now adays nifty is 1000 point swing , no one cannpredict , very diffcult ,
Today most of govt close relatives take position in calls i think , they knows everything , super manipulation, its all planned

I expect that to be blown at open, unless some anti-climax clarification comes…

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26000 FEB CE open position :sunglasses:

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But India has already been doing that. And AFAIK, Tariffs dropped from 25% to 18% with 25% additional tariff dropping to 0% conditional on zero purchases in the future. The net is therefore 50% to 43% currently.

Create a Poll

For expiry close?

GIFTY was up around 2k points. Rupee sharply rises to 90 at 7:30am.

300 percent return only. I missed it.

What next ?

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What are you talking about, Its been in stages, not abruptly…

Nov:

Jan:

Maybe inverse now?

Upper circuit should be updated at pre market. I was going sell sensex position at 800 but I got nudge. Had to sell at 383

120 Q …

50K profit missed. Same with nifty

https://www.reuters.com/business/energy/indian-refiners-need-wind-down-period-russian-oil-sources-say-2026-02-02/

Well… well…well!

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market is analaysing his - trade deal is not fair deal for us - market is observing - 600 points give away in nifty

US has slashed reciprocal tariffs on Indian goods from 25 per cent to 18 per cent, while New Delhi is set to reduce its tariffs and non-tariff barriers on American products, potentially to zero. The US has also dropped the additional 25 per cent tariffs imposed on Indian imports over New Delhi’s purchase of Russian oil.