India-US Trade Deal and AI Trends Shape US Market Outlook for Indian Investors in 2026

The 2026 India-US trade deal is reshaping investment perspectives for Indian investors by enhancing economic ties and supply chain integration, which affects US stocks and ETFs linked to Indian demand and sourcing. Concurrently, AI remains a key growth driver in the US market, with a rising focus on the 'HALO trade'—sectors less vulnerable to AI disruption such as industrials, energy, and defence. Indian investors are advised to consider diversified allocations combining AI leaders, HALO sectors, and US market exposure aligned with India's policy priorities.