8 things that changed over weekend- Gift Nifty, Nikkei rally, Trump-Xi meet to US-China trade deal

By Admin

27 Oct, 2025

The Indian stock market is set for a strong start this week as global cues turn positive. Gift Nifty hinted at a gap-up opening for domestic indices, while global optimism surrounding the US-China trade framework and upbeat Wall Street performance boosted investor confidence. Let’s take a look at the eight key developments that shaped market sentiment over the weekend.

1. Gift Nifty Indicates a Positive Start
Gift Nifty was trading around the 25,936 level, showing a premium of nearly 121 points from the Nifty futures’ previous close, suggesting a gap-up start for Sensex and Nifty 50 on Monday. The upbeat trend follows positive global cues and strong momentum in overseas markets.

2. Asian Markets Rally Led by Japan’s Nikkei
Asian markets opened higher as optimism over the US-China trade talks lifted sentiment. Japan’s Nikkei 225 surged 2.02%, breaching the 50,000 mark for the first time, while the Topix gained 1.61%. South Korea’s Kospi jumped 1.83%, and Hong Kong’s Hang Seng futures pointed to a strong opening, reflecting improved investor morale across the region.

3. Wall Street Records New Highs
US markets closed last week on a high note. All three major indexes   Dow Jones, S&P 500, and Nasdaq   hit all-time closing highs. The rally was driven by cooler inflation data and strong corporate earnings. Notably, Nvidia rose 2.25%, AMD gained 7.63%, and Alphabet advanced 2.7%, while Ford surged 12.2%.

4. US Inflation Eases Slightly
Inflation data from the US added further strength to global sentiment. The Consumer Price Index (CPI) rose 0.3% in September, slightly below the expected 0.4%. On a yearly basis, the CPI increased 3.0%, also below estimates. The moderation in inflation boosted expectations of a steady US Federal Reserve stance in the upcoming meeting.

5. US-China Trade Deal Progress
Top negotiators from Washington and Beijing confirmed that they had agreed on a framework for a trade deal ahead of the Trump-Xi Jinping meeting. US Trade Representative Jamieson Greer said that both nations are now working on the final details for leaders to review, sparking global optimism about trade normalization.

6. India-US Trade Discussions Advance
In another key development, India’s Ambassador to the US, Vinay Mohan Kwatra, met with Senator Jeanne Shaheen to discuss a mutually beneficial trade agreement, along with energy security and oil and gas cooperation. This could potentially enhance bilateral ties and support India’s trade-driven economic growth.

7. Dollar and Crude Oil Show Steady Gains
The US Dollar Index remained steady at 98.94, while the greenback strengthened 0.2% to 153.12 yen. Crude oil prices rose slightly as optimism over the US-China trade framework improved global demand prospects. Brent crude futures gained 0.41% to $66.23 per barrel, and WTI crude edged up 0.21% to $61.63 per barrel.

8. Domestic Market Outlook – Range-Bound but Positive
On Friday, the Sensex fell 344.52 points (0.41%) to close at 84,211.88, and the Nifty 50 declined 96.25 points (0.37%) to 25,795.15, snapping a six-day winning streak. However, analysts expect the market to remain range-bound with a positive bias, supported by Q2 results, FII inflows, and macro data releases.

Siddhartha Khemka, Head of Research at Motilal Oswal Financial Services, commented, “We expect Indian equities to remain range bound, tracking global cues, upcoming Q2 results, and macro-economic data. Progress on the India-US trade deal could further uplift investor sentiment.”

In Summary
With global optimism riding high on trade negotiations, easing inflation, and corporate earnings, the Indian market looks poised for a bullish start. Investors will keep a close eye on the US Federal Reserve meeting, Q2 earnings, and trade developments that could shape near-term market trends.

Disclaimer: The views and recommendations mentioned above are those of individual analysts or brokerage firms. Investors are advised to consult certified experts before making any investment decisions.