From Q2 income to FII movements: 8 important factors that probably influence D-Street this week

The Benchmark -Indices, Nifty 50 and Sensex, closed the week higher, lifted by the accommodative policy posture of the reserve Bank of India, the cooling of raw oil prices and an improved sentiment in the wider market. The Nifty 50 won almost 1%and rises 239.55 points to end at 24,894.25, while the Nifty Bank rose 2.21%or 1,199.90 points to end at 55,589.25.

In its last policy decision, the RBI kept the Repo rate unchanged at 5.50% – the lowest since August 2022 – with which it gains his priority on supporting growth. The Central Bank has also revised its FY26 -BBP growth, estimation up to 6.5% of 6.5%, while the inflation forecasts are reduced from 3.1% to 2.6%.

Against this background, here are the factors that probably influence the movement when the markets reopen this week:

1. Q2 Income: The coming week will be crucial if the Q2FY26 winning season starts, with which Bellwether TCS is planned to announce results on October 9.

2. Primary market activity: The primary market activity will also remain strong, with large IPOs from Tata Capital and LG electronics drawn up.

3. Macroeconomic data: On the macro -economic front, the release of HSBC services and composite PMI, together with the data from the banking sector on loan and depositus, will be closely monitored.4. US Updates: Worldwide, important American macro -economic updates – including the FOMC minutes, unemployed claims and data from consumer representatives – will be in focus, especially against the background of the continuous closure of the government that has already delayed a number of economic releases.5. Technical triggers: Ajit Mishra, SVP examination, at Religare Broking noted, Nifty Sloot close to his immediate resistance at 24,900, which coincides with the 20-deep.
“A persistent movement above this level could initially extend to 25,150, followed by a large obstacle at 25,400. On the other hand, support is immediately placed in the 24,600-24,750 zone, with stronger support near 24,600,” he added.

6. Be action: In the field of institutional front, foreign institutional investors (FIIs) remained net sellers, which loaded RS 8,347 crore into the cash segment during the week. However, strong intake of domestic institutional investors (DIIS) in the amount of RS 13.013 CRORE offered crucial support, so that the general market sentiment dampened.

7. Rough prices: The prices of crude oil fell by 6.75%during the week, which makes inflationary pressure facilitated and the expectations of a potential rate reduction in the policy meeting was strengthened in December.

8. Currency movement: Rupee traded somewhat weak this week, after the RBI policy result, where no rate reduction was announced, but supporting measures such as liquidity infusion by CRR cuts and government spending, together with cowardly Daily Surplus of average RS 2.1 Billion, kept the Sentiment. The certainty of the RBI about the active management of short -term rates via two -way liquidity activities also helped to limit downward pressure.

“American rates remain a large overhang, so that the rupid remains under pressure despite the dollar index that keeps stable in the reach of 96-98. With NFP data later the volatility could increase, and it is expected that the rupid will be traded within 88.45-89.25 and Valuta within 88.45-89.25,” Jateen said, JATEEN, said JATEENEEN, JATEENEEN, JATEENEEN, JATEENEEN, JATEENEEN, JATEENEEN, JATEENEEN. LKP effects.

(Disclaimer: recommendations, suggestions, views and opinions of the experts are their own. These do not represent the views of economic times)