Dalal Street started the day on a cautious yet positive note. Optimism from the U.S.–China trade deal framework, along with progress in India‑U.S. trade talks, helped push the Nifty50 to 25,140.95 and Sensex to 82,513.24 by mid-morning 
Morning Market Snapshot
Nifty50: 25,140.95 (+0.15%)
Sensex: 82,513.24 (+0.15%)
Mid-/Small‑Caps: Gained ~0.2%
Financials: Continued slump (~-0.3%) Realty & Infrastructure: Real estate attractiveness cited among top investment destinations
Key Drivers Powering the Market
US–China Trade Optimism
A framework agreement between the U.S. and China, followed by encouraging progress in India-U.S. trade talks on sectors such as agriculture and tariffs, led to positive sentiment in Asian markets
Global Capital Flow Into India
According to Colliers, India ranked among the top global destinations for cross-border real estate investment in Q1 FY26 — a boost for domestic sentiment
Liquidity Management by RBI
After discontinuing daily VRR auctions, RBI signaled liquidity comfort — while also planning to use CRR more dynamically — placing it among proactive central banks
Sectoral Highlights
Auto & Infra Stocks: Outperformed, led by gains in Reliance Industries (+1.7%)
Realty: Boosted by inflowing real estate capital across borders
Financials: Under pressure, with extended declines (~‑0.7% over two sessions)
Corporate Spotlight: Texmaco Rail surged ~2.5% on order wins, while liquor stocks fell on higher duties
Expert Insights
Market experts caution that elevated valuations may prompt intermittent profit booking. Still, the blend of trade optimism and liquidity support bodes well for indices—especially realty, infra, and midcaps .
Today’s Key News & Economic Updates
US–China Trade Framework Ritual: U.S. and China edge closer to an agreement, boosting broader market sentiment
RBI Liquidity Adjustment: VRR stops; RBI eyes using CRR more actively for liquidity control
Bond Market Recovery: Bond yields fall after a three-session spike, supported by state-bank buying
Rupee Steady: Expected calm opening amid mixed global currency trends
What Investors Should Watch
Trade Developments: Any progress in trade deals could boost cyclical sectors and midcaps.
RBI Liquidity Stance: Watch how the central bank uses CRR going forward.
Financials Weakness: Look for bottoming out or reversal opportunities.
Bond Market Signals: Softening yields—watch for policy reversals or credit appetite.
✅ Final Take
June 11 marked a measured yet confident rebound—driven by global trade optimism and liquidity reforms. Despite financial sector drags, diversified gains in realty, auto, and midcaps kept sentiment buoyant. The next leg hinges on trade clarity and RBI’s next move on liquidity.
