New Delhi: The stock markets movement will depend upon the RBI’s interest rate decision, US imposed tariff-related developments, global trends and the selling
and buying activities of foreign institutional investors in this holiday-shortened week, analysts said.
The investors will also keep a close watch on the macroeconomic data announcements, such as industrial production and HSBC PMI manufacturing data. No trading will be conducted on October 2, 2025 as s
tock markets would remain closed on Thursday for Dussehra and Mahatma Gandhi Jayanti.FII Flows & Market Volatility: Impact on Indian Equities
“Markets step into a data-heavy week, where both domestic and global cues will dictate momentum. On the domestic front, industrial production data and the RBI’s policy decision will be in focus, along with the expiry of September derivatives contracts, which could add to volatility.
“Globally, updates on the US-India trade deal will be closely tracked,” Ajit Mishra – SVP, Research, Religare Broking Ltd, PTI quoted as saying.
The Commerce Ministry said India and the US have decided to continue negotiations for early conclusion of a mutually beneficial bilateral trade agreement.
Santosh Meena, Head of Research at Swastika Investmart, said the market investors will also watch the upcoming RBI policy and IIP data.
“At this point, all eyes are on US–India trade relations for a possible relief rally. On the domestic front, the upcoming RBI policy on 1st October is crucial, with the street divided on whether a rate cut will materialize. IIP data and festive season sales updates will also be important triggers,” Meena was quoted by news agency as saying.
Meena further said the international markets will track the US macro data, dollar index movement, and crude oil prices. The Indian domestic markets will closely follow the FII flows.
Last week, the BSE Sensex plunged 2,199.77 points and the NSE Nifty declined 672.35 points or 2.65 per cent.
Vinod Nair, Head of Research, Geojit Investments Limited told PTI: “Indian equities closed the week on a subdued note, with broad-based sectoral declines. The IT index came under early pressure amid concerns over rising H-1B visa costs, compounded by Accenture’s subdued outlook.”
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