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The US-India trade agreement has dispelled the long-standing clouds hanging over the Indian Rupee and may be enough to temporarily pause the continued selling of Indian stocks by foreign investors. However, institutional analysis points out that for funds to continuously flow back into Indian companies, profits must improve, and the fundamentals need substantial improvement. The US-India trade agreement pushed the Indian stock market sharply higher on Tuesday, leading to the Rupee's largest single-day gain in seven years. However, the trade agreement is just one of many factors affecting the Indian exchange rate and stock market. Although the Indian stock market is currently near historical highs, due to the lack of truly leading AI companies, it is highly sensitive to the industrial impact brought by AI. Michael Bourke, Managing Director of Emerging Market Equities at M&G Investments, said, "I do not believe that tariffs will have an immediate substantial impact, but they will undoubtedly affect market sentiment - this is the best way to understand it. Will lowering tariffs immediately result in a significant increase in corporate profits? I am currently not quite convinced of this logic."