Business

Indian markets surge amid global trade thaw and corporate earnings

Monday, 27 October 2025 5:04AM UTC

Indian stock indices opened higher on October 27, 2025, buoyed by easing US-China trade tensions, positive global cues, and robust corporate earnings, though cautious trading remained evident amid technical resistance and mixed company results.

On October 27, 2025, Indian stock markets opened with positive momentum, reflective of a cautiously optimistic investor sentiment amid encouraging global cues and domestic developments. The Nifty 50 began the day at 25,843.20, marking a rise of 71.85 points or 0.26%, while the Bank Nifty opened higher by 120.25 points at 57,796.45. Similarly, the benchmark Sensex kicked off at 84,297.39, up by 185.54 points (0.22%). Meanwhile, the GIFT Nifty was trading slightly above at 25,917.50, signalling a buoyant mood in the domestic futures market.

The global context played a significant role in lifting Indian indices. Key U.S. markets closed with healthy gains—the Dow Jones up 1.01%, S&P 500 up 0.79%, and NASDAQ surging 1.15%. European markets, including the FTSE 100 and Germany's DAX, also recorded modest gains, while Japan’s Nikkei 225 rose notably by 2.10%, crossing the 50,000 mark for the first time in a sign of strong regional market optimism. Investors worldwide were encouraged by reduced U.S.-China trade tensions, particularly after U.S. Treasury Secretary Scott Bessent indicated that the prospect of 100% tariffs on Chinese imports is "essentially off the table." This thaw in trade relations, coupled with expectations of possible U.S. interest rate cuts following lower-than-anticipated inflation data, bolstered risk appetite globally, including for Indian equities.

Adding to the positive sentiment, China reported a robust 21.6% jump in industrial profits for September—their strongest since November 2023—highlighting a rebound in manufacturing and domestic demand. Chinese officials struck a collaborative tone around trade, opposing economic decoupling from the U.S. and spotlighting technology and clean energy as priority growth sectors. These developments have heightened hopes for a constructive U.S.-China summit scheduled for October 30 in South Korea, which could be a further catalyst for market strength globally.

Amid these macro factors, domestic corporate news also influenced investor activity. Several companies stood out with significant developments. Waaree Energies secured multiple large solar module orders worth several hundred megawatts, reinforcing its expansion in the renewable energy sector. Vikram Engineering similarly bagged a substantial Rs 354 crore order for a solar photovoltaic project in Maharashtra, underscoring ongoing infrastructure growth in green technologies. Additionally, Coforge witnessed a strong surge after posting an 86% jump in quarterly profit and declaring an interim dividend. This positive earnings performance affirmed investor confidence in the IT sector.

Contrastively, some firms faced challenges—Zen Technologies reported a decline in profit and revenue, reflecting headwinds in operational metrics, while Kotak Mahindra Bank and SBI Cards reported weaker-than-expected quarterly profits despite some increases in net interest income and customer base respectively. Kotak Bank’s profit fell 2.7% amid rising provisions, although asset quality showed minor improvement. These mixed corporate results contributed to selective sector rotations within the market.

The Reserve Bank of India’s proposal to ease capital requirements for non-banking financial companies (NBFCs) involved in high-quality infrastructure lending also supported market optimism, as it is expected to unlock capital for infrastructure projects and lower lending costs from April 2026. This regulatory move dovetails with the broader theme of infrastructure and renewable energy sector expansions highlighted in trading activities.

Commodities markets mirrored the cautious optimism; crude oil prices scaled up influenced by easing U.S.-China trade tensions, Brent crude trading in the high-$60 range, while gold prices held firm at Rs 122,375 per 10 grams despite slight declines in silver. The interplay of geopolitical supply constraints and demand recovery hopes underpinned this trend.

Technical analysts noted that while Indian indices had recently touched new highs, signs of profit booking were evident, prompting more cautious trading ranges near resistance levels around 84,700 for the Sensex and 26,000 for the Nifty. Support was identified near 83,250 for the Sensex and the 25,400-25,500 zone for the Nifty, marking key areas to watch for potential buying on dips. Such technical caution suggests that while the market is poised for further gains, volatility may remain a feature as investors navigate global uncertainties and domestic profit-taking pressures.

In summary, on this day, Indian markets reflected a blend of positive global developments, constructive trade dialogues, policy support, and corporate earnings performance that collectively encouraged a brighter outlook, even as underlying caution suggested a prudent approach among investors. Sector-specific rallies and company-specific news appeared to be key drivers of trading activity amid a broader environment of geopolitical and economic recalibration.

📌 Reference Map:

Paragraph 1 – ^[1] (Trade Brains), ^[2] (Reuters), ^[6] (Times of India)
Paragraph 2 – ^[2] (Reuters), ^[6] (Times of India)
Paragraph 3 – ^[1] (Trade Brains)
Paragraph 4 – ^[1] (Trade Brains)
Paragraph 5 – ^[1] (Trade Brains), ^[2] (Reuters)
Paragraph 6 – ^[1] (Trade Brains)
Paragraph 7 – ^[4] (LiveMint), ^[3] (5paisa), ^[5] (GoodReturns)

Source: Noah Wire Services

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Noah Fact Check Pro

The draft above was created using the information available at the time the story first emerged. We’ve since applied our fact-checking process to the final narrative, based on the criteria listed below. The results are intended to help you assess the credibility of the piece and highlight any areas that may warrant further investigation.

Freshness check

Score: 8

Notes: The narrative presents current market data for October 27, 2025, with specific figures for Sensex and Nifty indices. The earliest known publication date of similar content is October 20, 2025, when the Sensex closed at 84,363.37 and the Nifty at 25,843.15. ([etnownews.com](https://www.etnownews.com/markets/stock-market-highlights-oct-20-bulls-celebrate-green-diwali-sensex-zooms-411-pts-nifty-at-25843-ril-up-3-5-article-153027969?utm_source=openai)) The report includes updated data but recycles older material, which may justify a higher freshness score but should still be flagged. The narrative is based on a press release, which typically warrants a high freshness score.

Quotes check

Score: 9

Notes: The narrative does not contain any direct quotes, indicating original or exclusive content.

Source reliability

Score: 7

Notes: The narrative originates from Trade Brains, a financial news platform. While it references reputable organisations like Reuters and Times of India, the primary source is not a major news outlet, which may raise questions about its reliability. The report mentions Waaree Energies securing multiple large solar module orders, but no online matches are found for this specific claim, raising concerns about its verifiability.

Plausability check

Score: 6

Notes: The narrative includes specific figures for Sensex and Nifty indices, aligning with recent market data. However, the claim about Waaree Energies securing multiple large solar module orders lacks supporting detail from any other reputable outlet, which is a concern. The tone and language are consistent with financial reporting, but the lack of supporting detail from other reputable outlets raises questions about the narrative's credibility.

Overall assessment

Verdict (FAIL, OPEN, PASS): FAIL

Confidence (LOW, MEDIUM, HIGH): MEDIUM

Summary: The narrative presents current market data but includes recycled content and unverified claims, particularly regarding Waaree Energies' orders. The reliance on a press release and the lack of supporting detail from other reputable outlets raise concerns about its credibility.

Indian stock markets
global trade developments
corporate earnings