HOME > MARKETS > MARKET COMMENTARY
  MARKET COMMENTARY
EQUITY
Post Session: Quick Review
Jul-27-2026

Indian equity benchmarks snapped a five-session losing streak on Monday, with both the Nifty and Sensex closing around 1% higher amid signs of easing geopolitical tensions in West Asia after the US and Iran halted strikes over the weekend. Markets made a gap-up opening and remained higher throughout session, supported by broad-based buying across sectors, with IT stocks leading the gains.

Some of the important factors in trade:

India, Israel conclude second round of trade pact negotiations: Traders took support as the Commerce Ministry stated the second round of negotiations for the proposed free trade agreement between India and Israel covering multiple issues such as trade in goods and services, rules of origin, technical barriers, intellectual property rights, customs procedures and trade facilitations has been concluded this week

India's exports to UK may reach $115 billion by 2030 due to trade pact: Some optimism also came as industry body Assocham said the implementation of the India-UK free trade agreement is expected to boost India's exports to Britain to $115 billion by 2030. The agreement came into force on July 15 this year. 

India’s forex reserves jump $1.08 billion to $676.237 billion: Sentiments remained upbeat as RBI data has showed that India’s forex reserves jumped by $1.08 billion to $676.237 billion during the week ended July 17. In the previous reporting week, the overall forex kitty had jumped by $964 million to $675.157 billion.

On the global front: European markets were trading in green, amid easing tensions between US and Iran. Asian markets closed mostly in green after Japan's leading index strengthened less than initially estimated in May to the highest level in nearly five years. 

The BSE Sensex ended at 76835.78, up by 776.01 points or 1.02% after trading in a range of 76517.85 and 76901.51. There were 27 stocks advancing against 3 stocks declining on the index. (Provisional)

The top gaining sectoral indices on the BSE were IT up by 2.30%, Realty up by 2.25%, Consumer Disc up by 1.75%, Healthcare up by 1.60%, and Auto up by 1.53% while Telecom down by 0.67% was the only losing index on BSE. (Provisional)

The top gainers on the Sensex were Eternal up by 5.80%, Interglobe Aviation up by 4.56%, Infosys up by 3.56%, Bajaj Finance up by 3.42% and Asian Paints up by 2.83%. On the flip side, HDFC Bank down by 0.20%, Adani Ports and Special Economic Zone down by 0.10% and Axis Bank down by 0.07% were the few losers. (Provisional)

Meanwhile, the Industry body -- Associated Chambers of Commerce and Industry of India (Assocham), in a latest study, has said that the implementation of the India-UK Free Trade Agreement (FTA) is likely to boost India's exports to the UK to $115 billion by 2030 from an estimated $58 billion in 2025-26. The agreement is also expected to generate 700,000 to 1 million new employment opportunities. The India-UK FTA came into force on July 15, 2026.

However, the chamber noted that realizing this potential will require India to maintain sustained competitiveness. It said Indian businesses must meet stringent product quality and certification requirements, comply with Rules of Origin provisions, and adhere to international sustainability standards.

Assocham President Nirmal K Minda has said that ease of doing business reforms, along with sustained investments in infrastructure and supply chains, will be critical to meeting these requirements. He added that the engineering goods sector is likely to be among the biggest beneficiaries of the agreement, providing a significant boost to MSME growth and, in turn, creating more employment opportunities.

The CNX Nifty ended at 23995.95, up by 228.50 points or 0.96% after trading in a range of 23891.55 and 24011.60. There were 44 stocks advancing against 6 stocks declining on the index. (Provisional)

The top gainers on Nifty were Eternal up by 5.71%, Interglobe Aviation up by 4.91%, Infosys up by 3.59%, Bajaj Finance up by 3.52% and Max Healthcare Inst. up by 3.42%. On the flip side, ONGC down by 4.17%, HDFC Life Insurance down by 0.44%, HDFC Bank down by 0.36%, Coal India down by 0.09% and Dr. Reddy's Labs. down by 0.08% were the top losers. (Provisional)

European markets were trading higher; Germany’s DAX gained 398.4 points or 1.56% to 25,497.40, France’s CAC rose 64.22 points or 0.76% to 8,436.50 and UK’s FTSE 100 increased 42.74 points or 0.4% to 10,778.97.

Asian markets settled mostly higher on Monday amid a pause in Middle East hostilities, which dragged oil prices lower and lifted investor confidence ahead of crucial Fed, BoE and BoJ central bank meetings due this week. On Sunday Iran said it will halt its own attacks as long as the US does the same, following a China-led push to resume stalled diplomatic efforts in Pakistan to end the war. Chinese shares surged as shares of CXMT, China's biggest memory chip maker, soared nearly 500% on its first day on the Shanghai Stock Exchange. Seoul shares gained after South Korean and US technology leaders agreed to pursue $950 billion in AI and semiconductor partnerships during a July 2026 summit in San Francisco hosted by South Korean President Lee Jae-myung.

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,858.25

44.05

1.15

Hang Seng

25,207.18

243.95

0.98

Jakarta Composite

6,185.78

-10.65

-0.17

KLSE Composite

1,713.09

12.07

0.71

Nikkei 225

64,931.19

320.04

0.50

Straits Times

5,620.24

31.90

0.57

KOSPI Composite

6,755.75

65.13

0.97

Taiwan Weighted

43,634.19

-20.65

-0.05
  RELATED NEWS >>
Most Viewed >>
EXPLORE
© CITRUS INTERACTIVE
Designed & Developed Accord Fintech Pvt. Ltd.