US President Donald Trump’s likely India visit: Here’s what it means for markets and 20 stocks

The strained India–US ties, shaken by Trump’s 50% tariffs on India and his push to raise them to 100%, may soon find relief. Recent warm exchanges between Prime Minister Narendra Modi and US President Donald Trump on social media and the nomination of Sergio Gor as the new US Ambassador to India have revived optimism. Gor even hinted that Trump could visit India by November 2025, a prospect that has already excited the markets.

Markets Eye a Gap-Up Opening

Analysts believe Trump’s likely visit will boost investor sentiment. Anshul Jain, Head of Research at Lakshmishree Investment, expects a gap-up opening on Monday, noting that markets are beginning to discount the possibility of easing tariff tensions. Similarly, Anuj Gupta of Ya Wealth predicts a 100–120 point rally, fueled by fresh buying in key sectors like IT, pharma, defence, auto, and textiles.

Nifty 50 Outlook: Can It Break New Highs?

Experts see a bullish undertone in Nifty 50’s trend. Jain points out that technical indicators are supportive, while Gupta highlights a critical resistance zone at 25,250–25,300. A breakout, driven by foreign inflows, could push the index to 25,800–26,000, especially if global triggers like a US Fed rate cut and India’s GST 2.0 rollout align with Trump’s visit.

20 Stocks Set to Gain

According to Anuj Gupta, these stocks could benefit most:

Pharma: Aurobindo, Cipla, Glenmark

Defence: BEL, HAL, Cochin Shipyard

IT: Tech Mahindra, HCL Tech, Wipro, Infosys

Textiles: Trident, Welspun Living

Auto/Ancillaries: Eicher, Tata Motors, TVS, Bajaj Auto, JBM Auto, Bosch, Amara Raja, Exide, UNO Minda

If Trump’s India trip materialises, it may not only thaw trade relations but also set the stage for a market rally across multiple sectors, potentially propelling the Nifty 50 to new peaks ahead of the festive season.

Disclaimer: The views and recommendations expressed above are those of individual analysts or brokerage firms and do not represent the views of OTV. Investors are advised to consult certified financial experts before making any investment decisions.