印度股指重回历史高点，关税协议传闻刺激市场乐观情绪

Core Viewpoint - The Indian stock market is experiencing a strong upward trend, driven by rumors of a tariff agreement with the United States, bringing the Nifty 50 index close to its historical high [1][3]. Group 1: Market Performance - The Nifty 50 index has recorded its longest consecutive gain since September 12, rising for six consecutive trading days and is currently about 1% away from its all-time closing high [1]. - Gift Nifty futures rose by 377 points or 1.45% to 26,300 points, indicating a potential breakthrough of previous highs in the Indian stock market [1]. - The Nifty 50 index is expected to achieve its best monthly performance since March, with technical analysts identifying 26,000 points as a key resistance level [7]. Group 2: Trade Agreement Developments - Reports indicate that India and the United States have made significant progress in trade agreement negotiations, with the U.S. showing willingness to reach an agreement [4]. - The proposed trade agreement could reduce tariffs on Indian goods from 50% to 15-16%, which market participants believe could eliminate major uncertainties and potentially trigger a new bull market [3][4]. - The agreement may involve India reducing its imports of Russian oil and increasing imports of non-GMO corn from the U.S. to meet domestic demand [5][4]. Group 3: Foreign Investment Trends - There is an expectation of foreign institutional investors (FIIs) returning to the Indian market if the trade agreement rumors prove true, with the market potentially having no upper limit [6]. - After three months of net selling, FIIs have turned net buyers in the current month, purchasing 7.362 billion rupees worth of Indian stocks [3][6]. - Analysts suggest that any positive developments in trade could lead to a new bull market, with the Nifty index potentially reaching the 30,000 points range in the next 8-9 months [6].