After the finalization of the India-US trade deal, a strong rally has been seen in the shares of Adani Group. Adani Group’s total market cap increased by around ₹2.6 lakh crore on 3 February 2026, and many stocks showed a jump of up to 13% in early trade.

The biggest contributor to this rally was from bluechip companies like Adani Enterprises and Adani Ports & SEZ, which also pushed the benchmark indices up by about 5%.

Experts believe that this deal is a positive signal for Adani Group due to its strong presence in the US market. Stocks like Adani Enterprises, Adani Green Energy, Adani Ports, Adani Energy Solutions and Adani Total Gas were among the top gainers. However, according to analysts this rally is short-term.

Fresh buying is considered risky right now, while existing investors can book partial profits at lower levels. For long-term investors, hold strategy is considered better in volatility.

The Free Trade Agreement (FTA) between India and the European Union now seems to be reaching the final stage. To take this deal forward, India has given a big tariff offer. According to reports, it has been proposed to reduce the import duty on cars coming from Europe from 110% to 40%. This deduction will be applicable on premium cars whose import price is more than 15,000 euros. It is believed that this step can give a breakthrough to the India-EU FTA negotiations that have been stuck for years. At present the goods and services trade between India and EU is more than $190 billion. European Union is also India’s largest goods trading partner, so this FTA can prove to be a game changer for both the economies.

Free Trade Agreement with India has become the most important economic priority for Germany and the entire Europe at this time. Speaking at the World Economic Forum, Germany’s Chancellor Friedrich Merz said the world is now in an era of “great powers”, where it is important to stand with trusted partners against protectionism and isolationism. In such a situation, India-EU trade deal gives a strong and positive signal. According to Merz, Europe needs rapid economic growth and a fast-growing economy like India can play a key role in this. European Commission President Ursula von der Leyen’s visit to India and summit talks with PM Narendra Modi are big steps towards giving final shape to this deal. It is being called the “mother of all trade deals”, which will cover a market of about 2 billion people and about one-fourth of global GDP. EU is currently India’s largest trade partner and bilateral trade is more than 135 billion dollars.

To strengthen the economic relations between India and the US, Indian public sector oil companies are now preparing to increase gas supply from Russia and increase gas supply from the US. Its purpose is not just energy security, but also to create better relations with the US and to pressurize tariffs. Trade war has disrupted cooking fuel and plastic supply from the US, making LPG’s long -term supply plans. According to Bloomberg report, by 2026, three major gas carriers will import fuel from the US every month, which will meet the needs of more than 33 crore domestic LPG consumers. China is now buying more LPG than West Asia, making America’s products cheap and competitive. Saudi Arabia and other oil exporting countries are also reducing prices to save their share in a large market like India. This change will keep the balance of India’s energy strategy and foreign policy.