Bulls Crowd Stock Market Sighting Surge as Wars Wane
Stock Market & BSE Bull ! (Image credit BSE India)
Global Markets Poised for Rally as US-China Talks and India-Pakistan Ceasefire Signal De-escalation
By S Jha
MUMBAI, May 11, 2025 – Global stock markets are bracing for a potential surge on Monday. Bulls hope for major equity surge after India-Pakistan conflicts cooled, while the US-China began trade negotiations.
Th US-China trade talks and a ceasefire between India and Pakistan are enticing bulls to raid the stock market at the opening bells on Monday. The Indian stock exchanges will open on Monday, which happens to be Buddh Purnima.
Bulls are recalling that the Indian equity markets had gained as much as 15 per cent after Indian-Pakistan tensions subsided following the Balakot strike.
Nifty has lost heavily during the India-Pakistan conflicts. Yet defence stocks remained resilient even during the India-Pakistan tensions.
US-China trade talks in Switzerland, aimed at easing tariff tensions, have fueled hopes of a thaw in the trade war. US President Donald Trump has suggested a possible reduction from the current 145% tariffs on Chinese goods.
With trade war ebbing, Russia also offered a direct talk with Ukraine. The stock market may react to the positive geopolitical cues, claimed market particioants.
Briefing Block in a post on X said: “China and the US are progressing well in their talks, Putin is planning a genuine ceasefire, and there’s optimism about the conflict between India and Pakistan ending soon. This weekend could see the bull market continue.”
Rob Mirlach also noted, “This would pull money out of safe havens and put it back into equities. Some mixed feelings with all the possibilities of China/USA deal, India/Pakistan conflict and possible peace talks with Russia/Ukraine.”
The market participants are hoping that risk-on sentiments may return to the street with full force. Amar Ambani, head of Research at YES Securities, told Business Today, “The news should cheer markets on Monday. Indian markets have seen both time and price-wise correction since September peak and the valuations thus look reasonable.”
Kranthi Bathini, Equity Strategist at WealthMills Securities, added, “The market dislikes uncertainty. The focus would now be back on the growth agenda,” predicting a positive opening for benchmark indices.
Helios Capital founder Samir Arora called the ceasefire “wonderful news,” predicting a “face-ripping rally” on X.
Globally, the US-China talks have buoyed sentiment. Russell Price, chief economist at Ameriprise, told Reuters, “China is the main focus, and that is the one where the consequences are largest because of long-term trade practices that really need to be improved.”
The convergence of diplomatic breakthroughs may help a robust market rebound, said market participants. They wondered if the Indian equities could potentially revisit September 2024 peaks.
(This article makes no recommendation for any kind of trades in the stock market.)
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