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India Markets After the Tariff Deal: Worst Is Over?

India Markets After the Tariff Deal: Worst Is Over?

Good, Bad & Ugly Weekly Review

WeekendInvesting Analytics
February 07, 2026

Hello, Investor !

Markets Overview

It has been a gigantic week where India and the US have signed on a tariff deal. The details of that deal came out on Saturday, which means markets are likely to react on Monday. From a local perspective, it feels like perhaps we have already seen the worst for now. However, any large global event can still derail markets quickly. But apart from that risk, there is nothing more to be pessimistic about on the India front at this moment.

Looking at the Nifty daily chart, there was a big gap up on the day the deal was announced, followed by sideways movement after that. Hopefully next week we will be higher than current levels, but nevertheless it has been a good week.

Latest Daily Byte

The market displayed a sense of indecision today, largely influenced by negative cues from overseas. The NASDAQ has been falling, and tech stocks are tripping over recent news suggesting that AI agents could replace a significant portion of software development efforts within the next six to twelve months. This has created a great deal of turmoil for IT services companies both in India and the U.S., where traditional billable consulting hours and domain-specialized models are being challenged.

In the precious metals complex, volatility remains extreme. Silver touched $88 yesterday, dropped to $64 this morning, and recovered to $75 during this recording. This level of fluctuation makes it nearly impossible to conduct steady business or trades.

Reflecting on market psychology, a recent tweet from Mr. Rajiv Mehta compared casino gambling to day trading. Statistics suggest that while 13 out of 100 gamblers leave a casino as winners, only 1 out of 100 day traders reliably beats the market. SEBI statistics support this reality. Despite this, many professionals have left stable jobs for options and day trading, often accumulating significant debt for themselves and their families. This trend is likely why the Finance Minister hiked the STT, serving as a nudge from the government to move away from the pursuit of "easy money."

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