Indian Stock Markets at a Crossroads

As Indian stock markets prepare for a pivotal week, investors are closely monitoring several key factors that could influence market sentiment. These include the pace of foreign portfolio investments (FPIs), the progress of India-US trade talks, and the quarterly results of major listed companies.

Global Eyes on the US Federal Reserve

The upcoming US Federal Reserve meeting is under global scrutiny for any indications of a shift in interest rate policy. This event is particularly significant given the current inflationary pressures and mixed economic signals.

Historic Run for Indian Equities

The past week has been historic for Indian equities, with both the Sensex and Nifty achieving their longest winning streak of 2025. This surge was fueled by renewed foreign interest and optimism around a potential India-US trade agreement.

Reliance Industries Leads the Charge

Reliance Industries played a significant role in the market's upward trajectory, with its shares climbing around 7% over the week. The company's strong Q4 earnings and milestone of crossing Rs 10 lakh crore in total equity have been key contributors.

FPIs Turn Net Buyers

In a positive shift, FPIs have turned net buyers in Indian equities for the first time in three months. This change in trend is a welcome development for investors.

Geopolitical Tensions Remain a Concern

Despite the positive momentum, geopolitical tensions, including the recent terrorist attack in Pahalgam and India's relations with Pakistan, continue to pose risks to market stability.