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Markets trade firm in early deals amid hopes of US-Iran deal
May-25-2026

Indian markets made gap-up opening on Monday amid hopes of the US-Iran deal. The US President Donald Trump said that negotiations with Iran are advancing in a constructive manner. He also informed his negotiators not to rush into a deal, as time is on Washington’s side. Sensex and Nifty were trading firm in early deals on account of healthy buying in all sector indices. Some support came as US Secretary of State Marco Rubio said that India and the US are poised to soon firm up the much-awaited trade agreement that will be both beneficial and sustainable and will advance the mutual interests of both nations. Besides, ASSOCHAM has said that India is better placed to manage retail inflation among the top 10 economies, amidst the ongoing disruptions caused by the West Asia conflict. 

On the sectoral front, oil marketing companies were in focus after petrol and diesel prices were raised by Rs 2.61-2.71 per litre on Monday, marking the fourth increase in less than two weeks, as state-owned firms continued to pass on higher international prices to consumers. On the global front, Asian markets were trading higher after US President Donald Trump said talks on ending the war with Iran are progressing. Meanwhile, trading was closed in South Korea and Hong Kong for holidays marking Buddha's birthday. 

The BSE Sensex is currently trading at 76,151.82, up by 736.47 points or 0.98% after trading in a range of 76,097.02 and 76,334.77. There were 4 stocks advancing against 26 stocks declining on the index.

The top gaining sectoral indices on the BSE were Auto up by 1.91%, PSU Bank up by 1.74%, OIL & GAS up by 1.61%, Telecommunication up by 1.60% and Industrials up by 1.49%, while there was no loser on the BSE sectoral front.

The top gainers on the Sensex were Larsen Toubro up by 2.60%, Mahindra & Mahindra up by 2.53%, Kotak Mahindra Bank up by 1.98%, IndiGo up by 1.98% and HDFC Bank up by 1.83%. On the flip side, TCS down by 0.90%, Sun Pharma down by 0.58%, Infosys down by 0.11% and HCL Technologies down by 0.02% were the few losers.

Meanwhile, expressing optimism about India’s exports growth prospects, Commerce and Industry Minister Piyush Goyal has said that the country’s exports recorded healthy growth during the first three weeks of May. He also said that while the world is going through a turmoil, India is relentlessly rising on global stage as it is recording health growth in exports and foreign direct investment (FDI). Exports rose by 13.78% to $43.56 billion in April, the highest monthly outbound shipments in more than four years, driven by petroleum products amid a surge in crude oil prices, but trade deficit widened to a three-month high of $28.38 billion due to an uptick in imports. For May, the commerce ministry will officially release the export and import data on June 15.

The minister said that FDI during 2025-26 has touched an all-time high of $95 billion, an increase of 17% year on year. He said this growth will continue in the years to come given the favour that India enjoys amongst global investors as a preferred investment destination. He added ‘The government has absorbed significant amounts of costs, particularly for the farmers in terms of elevated fertiliser prices, which have not been passed on to farmers, but the burden has been taken fully by the central government’. He said that the government is also continually introducing initiatives to support economic growth. The high growth in FDI reflects global investors' appetite for India.

He informed that the ministry has held an inter-ministerial meeting with industry associations on ways to boost domestic manufacturing. The ministry has received suggestions from sectors such as capital goods, optical fibres and chemicals. In the meeting, he said the ministry has shared import data and data on sectors with export potential. He said ‘We will put data in the public domain also...as opportunity will pull investment’, and added that from time to time, plans are made to provide incentives to different sectors as per their needs.

The CNX Nifty is currently trading at 23936.75, up by 217.45 points or 0.92% after trading in a range of 23922.85 and 23989.10. There were 40 stocks advancing against 10 stocks declining on the index.

The top gainers on Nifty were Eicher Motors up by 5.49%, Larsen & Toubro up by 2.61%, Mahindra & Mahindra up by 2.58%, Shriram Finance up by 2.40% and Tata Motors Passenger Vehicles up by 2.05%. On the flip side, Hindalco down by 1.89%, ONGC down by 1.38%, Max Healthcare down by 1.01%, TCS down by 0.90% and Grasim Industries down by 0.63% were the top losers.

Asian markets were trading in green; Nikkei 225 surged 2012.93 points or 3.18% to 65,352.00, Taiwan Weighted jumped 1188.45 points or 2.81% to 43,456.42, Shanghai Composite strengthened 23.35 points or 0.57% to 4,136.25, Straits Times gained 22.34 points or 0.44% to 5,090.49, Jakarta Composite was up by 12.28 points or 0.2% to 6,174.33.
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