Global Markets Today

Last updated: 20 May, 08:36 am IST

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🇺🇸 United States

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NASDAQ FUTURES
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S&P 500 FUTURES
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🌏 Asia Pacific

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🇪🇺 Europe

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🌍 Others

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How do US markets affect Indian stocks?

Indian markets don't open in a vacuum. When the Dow Jones or Nasdaq fall sharply overnight, SGX Nifty — which trades in Singapore ahead of India — typically shows a gap-down open. This sets the morning tone for Sensex and Nifty 50.

The correlation has increased post-2008, with Indian markets now showing 0.6–0.7 correlation with US markets on a monthly basis. IT stocks like Infosys, TCS, and Wipro are especially sensitive since they derive 60–70% of revenues from North America.

Reading global cues — a practical guide for Indian investors

  • VIX above 25: Fear is high. Markets globally are volatile. Defensive sectors (FMCG, pharma) tend to hold better in India.
  • Nikkei down >2%: Risk-off sentiment in Asia. Mid-caps in India can open sharply lower given lower liquidity.
  • Dollar index (DXY) rising: Emerging market currencies weaken, gold rises in rupee terms, FIIs may reduce India exposure.
  • Hang Seng rallying: China-adjacent recovery. Indian metal, commodity stocks sometimes get a positive rub-off.