Gold Stocks Including Titan, Kalyan Jewellers, Senco Gold Jump Up To 7.5% After India-US Trade Deal

Jewellery stocks surged in Tuesday’s trade after India and the United States announced a long-awaited trade agreement. The deal lowers reciprocal tariffs on Indian goods to 18%, bringing major relief to export-focused sectors like gems and jewellery.

Stocks such as Titan Company, Kalyan Jewellers, Senco Gold, and PC Jeweller witnessed strong buying as investors cheered the improved outlook for exports to the US, one of India’s biggest jewellery markets.

Tariff Cut Lifts Export Outlook

US President Donald Trump confirmed that tariffs on Indian goods would be reduced sharply from earlier punitive levels. The move is expected to be implemented immediately, offering faster market access and cost relief for Indian exporters.

Gold Stocks That Led The Rally

Buying interest was seen across the jewellery pack:

• Kalyan Jewellers jumped over 7.5%
• Senco Gold rose more than 7%
• PC Jeweller gained around 5%
• Titan Company advanced over 4.5%

The rally reflects optimism around stronger export demand and better pricing power.

Gold And Silver Prices Add Support

Adding to positive sentiment, gold and silver prices rebounded sharply after recent corrections. Domestic gold prices rose nearly 4%, while silver prices hit the upper circuit, further supporting jewellery stock valuations.

Also Read: Best Long-Term Stocks in Jan 2026 – 5yr CAGR Basis!

Conclusion

The India-US trade deal has emerged as a strong positive for jewellery stocks, especially Titan, Kalyan Jewellers, Senco Gold, and PC Jeweller. 

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