/images/ppid_59c68470-image-177010256228532734.webp)
Today’s edition of 11:11 is all about one thing: the India–US trade deal.
The White House has slashed tariffs on Indian exports to 18% from a brutal 50%, giving India the lowest US tariff among emerging
markets — and Dalal Street went feral.
BSE-listed companies added nearly ₹20 lakh crore in market value, with textile and seafood exporters surging up to 20%. Brokerages are calling it a big sentiment win, a supply-chain flex for India, and a potential magnet for foreign capital as trade ties with the US suddenly look a lot more predictable.
Decode the deal with CNBC-TV18:
India-US trade deal announced; Tariff on exports drops to 18% from 50%
India and the US have announced a historic trade deal on Monday, February 2, after months and multiple rounds of negotiations between the two parties. As part of the deal, the 25% reciprocal tariff announced on Indian exports will be reduced to 18%. India now faces the lowest US tariffs among all EMs.
More Here
BSE-listed companies add ₹20 lakh crore in market cap after India-US trade deal
BSE-listed companies has added a total of ₹20 lakh crore to their market capitalisation as the Indian equity markets saw a sharp upmove in Tuesday's trading session in response to the India-US trade deal.
Read More
US-India deal sparks rally: Gokaldas Exports, Welspun Living, other textile stocks jump up to 20%
US-India deal has sparked a rally in Indian textile stocks that has been facing 50% US tariff since August 27, 2025. Shares of Gokaldas Exports Ltd., Welspun Living Ltd., KPR Mill Ltd., Indo Count Industries Ltd. surged as much as 20% late Monday night.
More Here
India-US trade deal lifts outlook for shrimp exporters Avanti Feeds, Apex Frozen after tariff cut
Shares of India's seafood exporters such as Avanti Feeds, Apex Frozen Foods, Waterbase, IFB Agro Industries and Coastal Corporation are expected to remain in focus during Tuesday's session, following the India-US trade deal.
More Here
India-US Trade Deal: Here what Jefferies is betting on and its model portfolio changes
Brokerage firm Jefferies said the India-US trade deal is positive for investor sentiment, as it sharply lowers tariff barriers between the two countries. Tariffs on India's exports to the US have been reduced to 18% from 50%, while tariffs on US exports into India have been brought down to zero, assuming most agricultural products remain excluded.
More Here
India-US Trade Deal: 10 things to know about today's stock market rally
Sentiment is everything in the markets, and the India-US trade deal was a much-needed win after a prolonged rough patch. For foreign investors, strong and predictable trade relationships are crucial. A firmer US-India partnership also signals better geopolitical alignment and policy stability, reducing the risk of abrupt trade disruptions.
More Here
India gains cost edge as US tariff reset opens door for supply chain shift, say experts
The India-US tariff deal is expected to support foreign investor sentiment, improve earnings visibility, and strengthen India’s role in global supply chains. Market experts say the agreement could help attract investment into manufacturing and technology-linked sectors, while future FII flows may depend on currency stability and policy signals.
Read More
Russia hits Kyiv, Kharkiv power sites before United Arab Emirates talks after truce row
Russian forces attacked Ukraine's capital of Kyiv, its second largest city of Kharkiv and other centres early on Tuesday, officials said, triggering fires and dealing new blows to energy infrastructure.
Read More
Waymo raises $16 billion at $126 billion value, plans robotaxi service in 20 cities
Robotaxi pioneer Waymo has raised another $16 billion to help fuel its ambition for its fleet of self-driving cars to provide rides throughout the world while other deep-pocketed rival services backed by Tesla and Amazon try to catch up.
Read More
Why gold’s recent fall may be short-lived, explains SAMCO
SAMCO believes gold is likely to move into a time-wise consolidation phase. The brokerage expects gold to trade in a broad range, with resistance near ₹180,779 and support around ₹136,185–₹132,294. Such sideways movement is common after sharp rallies, as it allows excess optimism to cool and market positioning to reset.
More Here
New baggage rules: How much gold and silver jewellery can be carried duty-free to India
The Indian government has revised baggage rules for international passengers, widening duty-free allowances for personal goods, including gold and silver jewellery, under the Baggage Rules, 2026, effective February 2, 2026.
Read More
/images/ppid_a911dc6a-image-177010122433114975.webp)
