Trade setup for February 4: Top 15 things to know before the opening bell
Overall, trend remains positive, but after this stellar run, consolidation with support in the 25,600–25,500 zone cannot be ruled out.
DSP MF launches Multi Asset Omni Fund of Fund; NFO opens February 5
The fund, DSP's Sahil Kapoor explained is powered by DSP Netra, the AMC’s in-house market intelligence framework that guides decisions on asset mix, sector exposure and fund selection.
Promoter picks up 2.7% shares in Ramco Systems, HDFC MF pares 2.6% stake
HDFC AMC through its Balanced Advantage Fund held 5.45 percent equity shareholding in Ramco Systems as of December 2025.
India–US trade deal draws Rs 5236 crore in FII inflow; DIIs net buy Rs 1014 crore worth of equities on February 3
During the trading session, DIIs purchased shares worth Rs 28,206 crore and sold shares worth Rs 27,192 crore. On the other hand, FIIs bought shares worth Rs 27,678 crore but sold shares worth Rs 22,441 crore.
Jio BlackRock targets retail ‘advice gap’ with digital-first fiduciary platform
The platform, launched on Tuesday, offers personalised investment advice through a digital onboarding and monitoring process, with minimum investments starting at Rs 10,000 and advisory fees capped at 35 basis points.
Bernstein flips tactical on India as US trade deal slashes tariffs; sees short-term Nifty rebound to 26,500
Bernstein said India’s valuations have corrected meaningfully from the start of the year but still remain expensive, making the rebound sentiment-led rather than valuation-driven.
Technical View: US–India deal clears all hurdles for bulls; Nifty logs biggest single-day rally since May 2025, eyes record high; Bank Nifty hits new peak
Weekly options data indicated that the Nifty 50 may face its next resistance at 26,000, followed by 26,500, where maximum Call open interest is placed, with support at 25,500, where maximum Put open interest was seen.
Markets see best day in 9 months on India-US trade deal: Where does near-term support lie? Check trading levels
Markets reacted positively after US President Donald Trump said Washington would reduce the reciprocal tariff on Indian goods to 18 percent.
Until we see the fine print, everything is speculation: DSP’s Sahil Kapoor on trade deal impact
He added that without clarity on sector-wise applicability, any assessment remains speculative. “There is no document yet specifying which sectors benefit from the US deal or what the 18% actually applies to," he said.
India-US trade deal impact: Nifty 50 to hit 30,000 by 2026-end as sentiment improves, say analysts
'A comprehensive bilateral agreement may lead to increased foreign investment, a stronger rupee, and improved earnings visibility for export-oriented sectors,' JP Morgan said.
From tariff shock to turnaround: Can India-US trade deal reset textile outlook?
Experts suggest that investors and markets will now seek clarity from managements on how much incremental growth tariff normalisation can deliver in CY26 and CY27.
Gap-up with a catch: Traders brace for volatility as India-US trade deal battles STT hangover
Heavy FII shorts and fragile positioning set the stage for sharp moves and possible short-covering spikes.
Chartist Talk: Sustained close above 25,750 post gap-up could revive medium- to long-term bullish trend in Nifty; Ashish Kyal picks 5 stocks
Buying on dips offers a superior risk-reward, while avoiding aggressive trades into the gap and keeping leverage low is advised, said Ashish Kyal.
Sensex settles over 2,000 pts higher, Nifty ends above 25,700: India-US trade deal among key factors behind market rally
The BSE-listed companies recorded a market cap gain of over Rs 12-lakh crore.
MC Interview: US-India trade deal boosts earnings visibility for select sectors, says Artha Bharat founder
According to Sachin Sawrikar, the impact of the India-US trade deal is likely to be incremental and sector-specific rather than a sweeping catalyst for overall earnings growth.
India-US trade deal Impact: Narnolia's Shailendra Kumar anticipates multi-year re-rating in engineering, auto components, textiles, jewellery
India- US trade deal secures a massive price advantage for our engineering, textile, and pharma sector, said Narnolia's Shailendra Kumar.
Rajeev Thakkar on India-US trade deal: ‘Tariffs don’t change valuations’
Thakkar said that his fund portfolio is currently running a cash position of 22% that might not change materially because of the tariff deal
Chartist Talk: Nifty to open directly in 25,600–25,700 resistance zone today; Milan Vaishnav bets on 3 India–US deal-linked stocks
It would be crucial for the markets to go back inside the original 500-point trading zone created between 26,200 and 25,700. If this happens, then the primary trend would stay intact, said Milan Vaishnav.
Daily Voice: FEMA simplification, PIS expansion in Budget unlikely to spur global inflows; FIIs seek stronger growth visibility, says Valtrust founder
One important takeaway is that the government appears done with direct tax tinkering for now. There are no fresh giveaways or populist tax cuts, which enhances predictability and reduces uncertainty for both domestic and global investors, said Arihant Bardia of Valtrust.
India-US trade deal signals strong gap-up opening for Nifty 50; GIFT Nifty jumps nearly 800 points
US President Donald Trump announced a trade deal with India on Monday, reducing the tariff rate on Indian goods to 18 percent from 50 percent, on the condition that India should stop buying Russian oil and lower trade barriers.
Trading Plan: Will Nifty 50, Bank Nifty enter a strong bullish momentum after US cuts tariffs on India?
Technically, if the Nifty 50 surpasses and sustains above the crucial resistance zone of 25,600–25,700 on February 3, the entry into bullish momentum could drive the index toward the psychological 26,000 zone in the upcoming sessions.
Trade Spotlight: How should you trade eClerx Services, Acutaas, Blue Star, Supreme Industries, IOC, MRPL, and others on February 3 after India-US trade deal?
The market is expected to return to strong momentum, especially after the United States reduced tariffs on Indian goods to 18 percent from 50 percent. Below are some short-term trading ideas to consider after the India–US trade deal.
From stock selection to sectoral alpha: JioBlackRock AMC on expanding its systematic equity playbook
Indian equity markets have evolved significantly over the last few years. The number of companies coming to market has increased, the range of sectors has broadened, and no single sector dominates the market. This diversification is very supportive of a systematic, data-driven strategy like ours, Swaminathan said.
'Don’t chase the euphoria — but get ready for new highs': Sushil Kedia on what comes next for markets
Kedianomics founder Sushil Kedia says gap-up openings call for patience, even as sentiment resets set the stage for a powerful multi-week rally.
The End of Uncertainty Changes Everything: Ritesh Jain on Why Foreign Money Could Return to India
Ritesh Jain, Founder, Pinetree Macro explains how the US tariff deal, rupee stabilisation and shifting global capital flows could reshape India’s market outlook
