Sensex jumps over 250 pts, Nifty above 23,900; Trent shares surge 4%

Indian markets opened higher with Sensex up over 250 points near 76,450 and Nifty above 23,900, led by a 4% surge in Trent shares, while Bharti Airtel and HCL Tech declined about 1% each. Global semiconductor volatility and a sharp 10% Kospi crash weighed on sentiment, though India was cushioned by stabilising rupee, Brent crude below $77, and tapering FII selling. Experts flagged poor monsoon, deficient by 43%, as a new concern likely to impact rural-focused sectors like FMCG and entry-level two-wheelers, while pharma could outperform.