Market Boost: India-US Deal, Infosys Recovery, Iran Stability Fuel Investor Optimism

• The India-US trade deal is nearing completion, with Commerce Secretary Rajesh Agrawal confirming negotiations are in final stages, aiming to boost bilateral trade to $500 billion by 2030.
• Infosys reported strong Q3 FY26 results, including improved revenue guidance and significant deal wins, signaling a recovery in the Indian IT sector.
• Protests in Iran have largely subsided by mid-January 2026, though human rights organizations attribute this to severe repression and internet blackouts rather than genuine peace.
• The convergence of positive news regarding trade, technology, and corporate growth is driving a significant shift in stock market sentiment towards optimism.
• Sectors like manufacturing, textiles, pharmaceuticals, auto components, and IT services are expected to benefit significantly from the India-US trade agreement.

Why It Matters: Positive developments in the India-US trade deal, Infosys's strong performance, and Iran's stability are collectively boosting market confidence.