N Jayakumar of Prime Securities believes India is attracting substantial investment due to its strong foundation. He estimates significant HNI positions have been cleared. Institutional investors are consistently buying, preventing market dips below 24,000. Mark Mobius shows interest in Indian pharmaceuticals. A global shift away from US exceptionalism is occurring.

Investors are keenly awaiting economic data this week. They are observing if the US stock market s leadership shifts from defensive sectors. This shift could signal a higher risk appetite. Upcoming data includes the Consumer Price Index and retail sales figures. These will offer insights into inflation and consumer spending.

Wall Street saw a quiet end to the week as investors awaited U.S.-China trade discussions. Donald Trump suggested tariff adjustments before the meeting in Switzerland. The Dow, S&P 500, and Nasdaq experienced slight weekly declines. Energy sector showed gains, while healthcare faced losses. Federal Reserve officials highlighted economic risks from tariffs. Expedia shares dropped after revenue miss.

Global stocks showed strength, nearing six-week highs. This followed a US-UK trade agreement, boosting hopes for tariff talks. India offered tariff cuts to the US, seeking exemptions. Germany s Dax hit a record high. The US-UK deal is seen as a positive sign for trade relations. Investors shifted from bonds to stocks. Bitcoin reached its highest level since January.

European stock markets saw gains. Germany s DAX reached a record high. Investors felt relieved by signs of a possible ease in the global trade war. U.S. and China are expected to discuss trade. BP shares increased following takeover speculation. Energy and resources sectors performed well. Commerzbank and Mediobanca also saw gains. Bavarian Nordic shares jumped after strong revenue results.

Gold prices surged over 1% on Friday, buoyed by a weaker dollar and market anticipation surrounding U.S.-China trade talks. Spot gold reached $3,340.29 an ounce, marking a 3.1% weekly gain and a 27% rise year-to-date. Trump s tariff comments and geopolitical tensions between India and Pakistan further fueled gold s appeal as a safe-haven asset, despite potential consolidation ahead.

The dollar is poised for a weekly gain against major currencies amid optimism surrounding potential U.S.-China trade talks, fueled by a recent U.S.-UK trade agreement. While the Federal Reserve held rates steady, the Bank of England cut them. Bitcoin s resurgence above $100,000 signals a renewed appetite for risk.

Oil prices surged nearly 2% on Friday, marking their first weekly gain since mid-April, fueled by optimism surrounding a U.S.-UK trade agreement and upcoming U.S.-China talks. Brent crude settled at $63.91 a barrel, while WTI reached $61.02, both benchmarks up over 4% week-over-week.

India’s oil and gas sector sees strength in marketing and city gas distribution due to stable margins and volume growth, while refining struggles with overcapacity and weak global demand.

After two decades, domestic investors hold more NSE-listed stocks than foreign investors, but FIIs have recently returned as net buyers. Historical data suggests sustained FII buying often precedes market uptrends. Factors like RBI liquidity measures, falling crude oil prices, a stronger rupee, and easing trade tensions are drawing FIIs back to Indian equities, potentially driving the Nifty 50 higher.