Indian equities are strengthening again as market positioning improves due to rising optimism around a potential U.S.–India trade alignment that could widen export visibility and reduce tariff friction in multiple industrial segments. Sector strategists are observing renewed long build-up in capital goods, specialty chemicals, infra adjacencies and select financials. Meanwhile, domestic earnings into the November run are becoming the primary near-term driver, while foreign institutional inflows have accelerated sharply, improving liquidity depth. Analysts believe cross-border alignment could support both gross margin trajectories and strengthen future market share gains in consumer-linked and manufacturing value chains across the 2025–2027 horizon.