Indian benchmark indices began the week on a positive note, fueled by strong foreign investor inflows and positive global market signals. The Nifty 50 index increased by 100 points, reaching 24,447.65, a gain of 0.41%. Simultaneously, the BSE Sensex rose by 374 points to 80,876.92, marking a 0.47% increase.

Market experts attribute this surge to ongoing foreign portfolio investment (FPI) inflows and growing optimism surrounding India-US trade negotiations, which have significantly bolstered investor confidence. Ajay Bagga, a banking and market expert, noted that the Indian markets are displaying a sense of complacency, assuming minimal kinetic action concerning Pakistan. He highlighted that continuous FPI flows are boosting market sentiment, with futures indicating a positive start driven by readily available capital. Bagga also pointed out that geopolitical risks remain a key concern, while Asian currencies are strengthening against a weakening US dollar, and oil prices are declining due to Saudi Arabia's strategic production adjustments.

Sectoral indices on the NSE showed widespread gains, with the exception of Nifty PSU Bank and Nifty Private Bank. Nifty FMCG and Nifty IT sectors led these gains. Global cues were also largely positive, with investors closely monitoring developments from Warren Buffett's Berkshire Hathaway meeting, recent statements from US President Donald Trump, and upcoming Federal Reserve meetings.

Several key companies, including Mahindra and Mahindra, Indian Hotels Company, COFORGE LIMITED, Computer Age Management Services, OneSource Specialty Pharma, DCM Shriram, Capri Global Capital, and Jammu and Kashmir Bank, are set to announce their fourth-quarter earnings. Sunil Gurjar, a SEBI-registered research analyst and founder of Alphamojo Financial Services, noted that optimism surrounding US-India trade negotiations has spurred a return of foreign investors, propelling the Nifty 50 and Sensex to their third consecutive week of gains, with increases of 1.28% and 1.64%, respectively. This marks a significant shift from net selling activity observed since the benchmarks' record highs in September, reflecting renewed confidence in India's domestic strength to navigate global trade challenges.

Other Asian markets presented a mixed picture, with Taiwan's weighted index declining by over 1.5%, while Singapore's Straits Times Index also experienced a marginal decrease. Many other major Asian markets were closed due to public holidays.

Additional reports suggest that markets are poised for a bullish start to the week, influenced by easing global tensions, strong foreign inflows, and positive momentum from Wall Street. Gift Nifty futures indicate a firm start for the Nifty50, expected to open above Friday’s close of 24,346. The BSE Sensex and Nifty50 concluded the previous week with their longest winning streak of 2025, bolstered by optimism about a potential India-US trade agreement and overall strength in global equities. US markets closed higher on Friday, driven by better-than-expected April jobs data, raising hopes for a de-escalation in US-China trade tensions.

Foreign portfolio investors (FPIs) have been net buyers for twelve consecutive sessions, marking their longest buying streak in two years, with over Rs 40,000 crore invested in equities. Vinod Nair from Geojit Financial Services highlighted that a weakening dollar and progress in US-China dialogue are medium-term positive factors for emerging markets like India. Declining oil prices, following OPEC+'s decision to increase production, are also favorable for oil-importing economies like India.

Adani Group stocks are under scrutiny due to discussions with US officials regarding an overseas bribery investigation. Investors are also closely monitoring SBI, which reported a 9.9% drop in March-quarter net profit due to increased provisions, though its performance still surpassed analyst estimates. Prashanth Tapse from Mehta Equities Ltd. noted the Nifty’s volatile swings on Friday, opening strong but experiencing fluctuations before rebounding. He anticipates strong momentum this week, supported by US non-farm payrolls data, Wall Street’s rally, and consistent FII buying, with bulls targeting 24,858 on the Nifty. Stocks to watch include DLF, Apollo Tyres, Sun Pharma, RailTel, Godrej Properties, JSW Steel, Coforge, M&M, and Paytm, all scheduled to report Q4 results.