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Home > Business > Are Trump And Putin Visiting India? How Diplomatic Moves Are Driving Market Sentiment As Nifty 50 Eyes 26,000

Are Trump And Putin Visiting India? How Diplomatic Moves Are Driving Market Sentiment As Nifty 50 Eyes 26,000

Trump’s potential India visit could boost sectors like pharma, defence, IT, textiles, and auto. Key companies such as Aurobindo Pharma, BEL, Tech Mahindra, Trident, and Tata Motors may see increased investor interest.

Published By: Aishwarya Samant
Last updated: September 13, 2025 16:12:28 IST

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Indo-US Relationship: Is it a Love Hate Drama or Could Be a Reunion Tour

Trump’s Visit To India Soon: Being in an Indian/US relationship reminds me of the period when the two had been merely in the It’s complicated stage. Trump incredibly imposed those heavy tariffs like an ex who has one foot in the door attempting to prove something! Trade talks? Like trade talks that went cold. The diplomacy could have been frozen, you could have skated on it.

But hold up! Only last week, Trump and Modi got romantically involved on social media, sending the coziness of old-time frenemies to a reunion party. Trump now suggests with his choice of an Ambassador, Sergio Gor, a grandiose visit of “let’s make up” in November 2025.

U.S. Ambassador to India simply gave us a clue, and at his Senate hearing, Gor said that the two nations are not that far apart on the tariff drama. And he added to the commitment of the QUAD (India, U.S., Australia, Japan). So, is there this revival of bromance diplomacy? Maybe! Will it boost markets? Analysts think so.

With this so many question arrive, Are you prepared to see Trump score numbers in Delhi? Since the headlines (and the stock charts) are going to blow up when this visit occur! Will it be a real reconciliation or will it be yet another addition to the story of Will they, Won’t They?
One thing is certain: the world is waiting with popcorn in hand.

How about yours, real romance or political drama?

Trump’s Visit To India Soon: Nomination And QUAD Commitment Of Sergio Gor

Sergio Gor, the new U.S. Ambassador to India, addressed his Senate Foreign Relations Committee hearing regarding the great relationship between the U.S. and India. He emphasized the role of the U.S., India, Australia, and Japan as part of the QUAD alliance. Gor said that the U.S. committed itself to collaborate with these nations to ensure that the region remains safe and stable. He also stated that President Trump may visit India around the same time that the QUAD Summit would be held, with India as the host later this year. This demonstrates increasing collaboration between both countries.

What’s The Sentiment In The Market On Trump’s Visit? Nifty 50 On The Rise And Diplomatic Moves To Watch

Here’s what’s behind the buzz, traders! The Nifty 50 is flexing some serious muscle, and it is putting key resistance to the test in the 25,250 to 25,300 range. A clean breakout and a push in the index to 25,800 in the near future may be realized as long as foreign institutional investors (FIIs) continue purchasing.

Stocks That May Benefit from Trump’s Visit

Based on reports sector expectations, here are 20 companies likely to benefit:

  • Pharma: Aurobindo Pharma, Cipla, Glenmark Pharmaceuticals
  • Defence: Bharat Electronics Ltd (BEL), Hindustan Aeronautics Ltd (HAL), Cochin Shipyard
  • IT: Tech Mahindra, HCL Technologies, Wipro, Infosys
  • Textile: Trident, Welspun Living
  • Auto & Auto Ancillary: Eicher Motors, Tata Motors, TVS Motor, Bajaj Auto, JBM Auto, Bosch, Amara Raja, Exide Industries, UNO Minda

In the future, the Nifty may soar further with some big catalysts, such as the implementation of GST 2.0, potential 25-50 basis point cuts by the US Fed, and India-US trade developments. That puts the second target at a solid 26,000.

Diplomatically, watch Sergio Gor, the new U.S. Ambassador to India. During his Senate hearing, he commended the developing relationship between the U.S. and India and mentioned the QUAD alliance (U.S., India, Australia, Japan). He even suggested that President Trump could visit India on the occasion of the next QUAD Summit, which India would host later this year.

And wait, there’s more, there’s talk of Putin visiting India in the near future, which is further feeding the good mood and may ignite more buying interest during the season.

Though Trump’s visit is not official yet, market optimism is getting fueled because of these warming ties. And keep in mind, the actual rally depends on policy actions, Fed moves, and trade progress.
So, Buckle up, keep an eye on the stocks, and trade smart this holiday season!

(With Inputs From Other Reports) 

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