Market Outlook | Early February 2026

February has opened with Indian markets reacting to some major news. The big global change for India so far this year has been trade, and this time it is working in India’s favour. Two large doors have opened almost back-to-back. Europe first, and now the United States. 

From January 2026, the India–EU trade agreement kicks in with a meaningful tariff reset. The EU has committed to remove duties immediately on around 70 percent of tariff lines, covering close to 90 percent of India’s exports. Over the coming years, concessions extend to over 99 percent of export value.

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