India–US Trade Deal: Opportunity or the Biggest Trap of 2026?

📌 In this episode of Markets Today, we decode 3 key stories shaping Indian markets:

#1 🌍 India–US Deal: Rally or Reality Check?

Markets saw a historic one-day jump after the India–US trade deal removed major tariff barriers, triggering sharp short covering in an oversold market. Export-heavy sectors like IT, pharma, and textiles stand to benefit, but the real test will be earnings follow-through and sustained FII inflows.

#2 💎 Titan’s LGD Bet: Chasing Volumes

With gold prices making jewellery less affordable, Titan has launched beYon, its lab-grown diamond brand, to attract younger, price-sensitive buyers. Flat footfalls despite strong revenue growth underline the need for volume recovery, though brand dilution remains a key risk to watch.

#3 Investment Clock: Time to Go Counter?

As momentum trades look crowded, under-owned sectors like IT, private banks, metals, cement, and select FMCG are gaining attention. With a large share of revenues dollar-linked, rupee depreciation could quietly lift earnings and shift leadership back toward large caps.