Indian markets are just 2.5% away from their September 2024 peaks, buoyed by global recovery, a Middle East truce, and strong domestic macro data. The Sensex closed above 84,000 while the Nifty ended at 25,637 on Friday. Analysts expect new highs in July, led by heavyweights like Reliance and HDFC Bank, and aided by foreign inflows and stable oil prices.