US-India Trade Pact: Set Markets for the TariefdeAdline of July 9; Q1 income, FII flows to stimulate sentiment – Times of India

Investors of shares are preparing for a potentially volatile week, because the 90-day suspension period of the mutual rates of US President Donald Trump will expire on July 9, increasing uncertainty about India-us commercial relations. Markt experts are of the opinion that the outcome of trade negotiations will be an important trigger, especially for sectors such as IT, Pharma and car that are sensitive to global trade.Trump had imposed a 26 percent extra import duties on Indian goods that entered the US earlier this year, but enforcement was postponed for 90 days. As the deadline approaches, traders are cautious and waiting for the clarity about whether the levies are fully implemented, re -negotiated or further delayed.“This week is not only an important importance for the Indian markets, but also for global shares,” said Ajit Mishra, SVP Research, Religare Broking LTD, according to PTI news agency. “The most expected event is the outcome of the Deadline of the US Trade (rate) on July 9, which could form worldwide trading dynamics. Investors will also closely follow the release of the US FOMC minutes on the same day,” Mishra added.In the meantime, the Focus will also focus on business profit, with Tata Consultancy Services (TCS) and Avenue Supermarts planned to start the reporting season of Q1FY26. It is expected that their results will set the tone for a broader market sentiment.Vinod Nair, head of research at Geojit Financial Services, was quoted by PTI that any favorable development on the India-US Handelsfront could offer a new boost for the trust of investors. “Given that the broader indices are currently being traded at increased levels, market participants will look closely to signs of income from the profit from the upcoming Q1 results,” he said.Siddhartha Khemka from Motilal Oswal Financial Services added: “In general, we expect that the market will remain in consolidation mode, awaiting clarity about the India-US trade agreement, while stock-specific action would continue after Q1fy26 business updates.”In the past week, the BSE Sesex fell by 626.01 points or 0.74 percent and the NSE Nifty fell by 176.8 points or 0.68 percent.Foreign institutional investors (FII) flows are expected to remain volatile. “Retention of FII purchases will take two things,” said VK Vijayakumar, main investment strategist, Geojit Investments. “One, if there is a trade agreement between India and the US, which will be positive for markets and FII streams. Two, Q1 FY26 result indications. If the results indicate that profit recovery, that will be positive. Disappointment on these factors can influence the market,” added Vijayakumar.Apart from this, investors are likely to follow Brent Raw price movements and rupid-dollar fluctuations, which can further influence trade dynamics until the week.