The week ahead promises intense action on D-Street packed with domestic events, primary market buzz, corporate action, and some major global cues, which will keep investors busy as Indian equities navigate the first few weeks of 2026 with caution amid new geopolitical tensions. The ongoing December quarter results and listings will drive stock-specific action, while the US Federal Reserve policy verdict and the Economic Survey 2026 will be analysed for sector-specific trades.
The progress on India-US trade deal negotiations and Trump tariff rates are likely to influence movement in the domestic market this week. The India Energy Week 2026, to be conducted between Jan. 27-30, will reshape the global energy dialogue, according to India Inc experts. Trading activity of foreign investors would also influence the overall market trend.
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”Market direction in the coming week is likely to be driven by global macroeconomic signals and domestic fiscal expectations. Investors will closely track guidance from the Fed on the trajectory of interest rate cuts, while positioning may be influenced by anticipation surrounding the Union Budget, particularly any measures aimed at easing external trade pressures and supporting capital flows,” said Vinod Nair, Head of Research, Geojit Investments Limited.
”With the Q3 earnings season still underway, stock-specific movements are expected to remain prominent. Overall sentiment is likely to stay cautious, shaped by global developments, currency trends, and earnings outcomes, with selective opportunities emerging in segments supported by resilient domestic demand,” added Nair. Investors will also track rupee’s movement against the dollar.
Nifty bears drag index near 25,000 levels, Sensex ends 700 points down; RIL, Eternal top drags
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Markets on Home Turf
Domestic equity benchmarks Sensex and Nifty witnessed widespread selloff and settled 1% lower on Friday, weighed down by widespread sell-off and the rupee hitting a record low against the US dollar. Besides, investors rushing to safe-haven assets and unabated foreign capital outflows in the absence of domestic triggers dampened investor confidence, traders said.
On a weekly basis, the BSE Sensex tumbled by 2,032.65 points, or 2.43%. The broader NSE Nifty also slumped by 645.7 points, or 2.51%. The rupee hit an all-time low of 92 on Friday and recovered marginally to provisionally settle at 91.88 against the dollar. Gold and silver prices rallied in global markets over Fed rate cut expectations.
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Q3 Results This Week
D-Street will respond to the blue-chip firms that declared their Q3 results in the weekend, such as Kotak Mahindra Bank, UltraTech Cement, and others. Starting from Jan. 26, a slew of companies will declare December quarter results during the week including Axis Bank, Asian Paints, Metro Brands, Maruti Suzuki India, Raymond, among several others.
US Federal Reserve
Jerome Powell-led US Federal Reserve will announce its upcoming monetary policy decision on Jan. 28, 2025, amid Wall Street’s expectations of a pause on the federal funds range. Notably, US President Donald Trump will likely announce the name of the next Fed Chairman this week, who will succeed Powell in May 2026, after the end of his term.
Economic Survey, Budget 2026, Auto Sales
The Economic Survey 2026-27 is scheduled to be tabled in Parliament on January 29, 2026, at 11 AM during the Budget Session. Finance Minister Nirmala Sitharaman will unveil Union Budget 2026 on Sunday, Feb. 1, 2026. Due to the presentation of the budget, the Indian stock market will remain open for regular trading on Feb. 1.
Also, leading automakers will also delcare their monthly sales numbers on Feb. 1, which will trigger stock-specific action.
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Corporate Action & Primary Market
Several stocks such as Wipro, Persistent Systems, SRF, Jindal Stainless, Coforge, Mastek, among others will trade ex-dividend this week. The primary market also promises heated action as five new public issues will open for subscription in the mainboard segment, while three companies will get listed on BSE, NSE, after the conclusion of their IPO windows.
