On a Tuesday morning in Mumbai, Indian equity markets edged upward, carried by a rebound in technology stocks and renewed confidence in HDFC Bank — yet the rally moved carefully, as if aware of the larger forces gathering at its edges. The IT sector's single-day surge reflected a market reassessing fear, while HDFC Bank's leadership clarity reminded investors that institutional continuity still matters. Broader gains were tempered by the ancient tension between local momentum and global gravity, with oil prices, bond yields, and an impending Federal Reserve decision casting long shadows over t