Sensex, Nifty Open Higher Tracking Global Optimism Post US-Japan Trade Deal

Mumbai, July 23 – Indian equity markets rallied in morning trade today, buoyed by global sentiment after the U.S.‑Japan trade deal was announced. The BSE Sensex and Nifty50 opened higher-Sensex gained around 160–250 points, while Nifty50 crossed the 25,100 mark-as Japanese equities led a 0.7% rise in the broader MSCI Asia‑Pacific index. The rally was fuelled by optimism that this agreement could pave the way for similar pacts involving India.

Indices Extend Gains Post Early Trade

As of 9:59 AM IST on July 23, 2025, the BSE Sensex was trading at 82,377.56, up 190.75 points (0.23%), while the NSE Nifty 50 stood at 25,114.45, gaining 53.55 points (0.21%). These levels reflect an early positive sentiment in the market. This rebound comes after both indices had slipped marginally on Tuesday, with the Sensex ending 13.53 points lower and the Nifty declining by 29.80 points.

Tata Motors, Maruti, Eternal Among Top Gainers

Domestically, market action is likely to remain stock-specific amid the ongoing earnings season, with results expected soon from prominent companies such as Tata Motors, Maruti Suzuki, Eternal, Mahindra & Mahindra, Adani Ports, and Bharti Airtel. On the other hand, Titan, State Bank of India, HDFC Bank, and Hindustan Unilever were among the notable laggards.

US-Japan Trade Deal Lifts Asian Sentiment

Investor confidence surged across Asia as Japan secured a trade pact with the United States. This led to gains in indices such as Japan’s Nikkei 225, South Korea’s Kospi, Shanghai’s SSE Composite, and Hong Kong’s Hang Seng, setting a positive tone for Indian equities.

Wall Street’s overnight strength also contributed to the upbeat sentiment, with the S&P 500 closing at its 11th record high of 2025, highlighting the resilience of global markets.

Q1 Earnings Fuel Optimism in Digital and Banking Stocks

Early earnings reports for Q1FY26 are showing encouraging trends in the digital and banking sectors. Notably, Eternal and Paytm posted results indicating stable growth potential, reinforcing long-term investor interest.

FIIs Exit While DIIs Provide Strong Support

On the institutional front, Foreign Institutional Investors (FIIs) sold equities worth ₹3,548.92 crore on Tuesday and Domestic Institutional Investors (DIIs) stepped in with net purchases of ₹5,239.77 crore

Crude Prices Edge Higher

Brent crude was trading higher by 0.23% at USD 68.75 per barrel, supporting sentiment across energy-linked stocks.

Outlook

The positive momentum, driven by international trade developments and corporate earnings, continues to underpin market gains. However, investors will remain watchful of global cues and institutional activity as the session progresses.

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