Stock markets outlook: Investors to track reciprocal tariffs, global trends and FII activity in holiday-shortened week – The Times of India

Analysts count on fairness markets to be influenced by the implications of the April 2 reciprocal tariffs on global commerce, together with trends in abroad markets and international institutional investor (FII) buying and selling activity. The US has threatened to impose reciprocal tariffs on key buying and selling companions, together with India, which might considerably have an effect on investor sentiment.
“All eyes are actually on Trump’s April 2 tariff announcement,” Prashanth Tapse, Senior VP (Analysis), Mehta Equities Ltd advised PTI.
Key financial indicators to watch
With markets closed on Monday for Eid-Ul-Fitr, traders will shift focus to global developments in the absence of main home triggers. PMI knowledge for manufacturing and providers sectors shall be intently monitored, together with the rupee-greenback development and global oil benchmark Brent crude actions.
“With the upcoming holiday-shortened week, market members will flip their consideration to global developments in the absence of main home triggers. The implementation of reciprocal tariffs from April 2 and its broader implications on global commerce shall be intently monitored,” mentioned Ajit Mishra, SVP, Analysis, Religare Broking Ltd.
FII flows and quarterly earnings outlook
The development of FIIs transferring from sustained promoting to modest shopping for continued with elevated depth in the week ending March 28. Analysts imagine that if the April 2 tariffs are usually not extreme, the market rally could proceed.
“Going ahead, the development in FII flows will rely primarily on Trump’s reciprocal tariffs anticipated on April 2nd. If the tariffs are usually not extreme, the rally could proceed,” mentioned V Ok Vijayakumar, Chief Funding Strategist, Geojit Investments Restricted.
Investors will even track quarterly earnings experiences for insights into company efficiency.
Market efficiency final week
Final week, the BSE benchmark Sensex climbed 509.41 factors (0.66%), and the NSE Nifty rose 168.95 factors (0.72%). In FY 2024-25, the Sensex surged 3,763.57 factors (5.10%), and the Nifty gained 1,192.45 factors (5.34%). The market cap of BSE-listed corporations rose to ₹4,12,87,646.50 crore (USD 4.82 trillion).
Disclaimer: The opinions, analyses and suggestions expressed herein are these of brokerage and don’t mirror the views of The Times of India. At all times seek the advice of with a professional funding advisor or monetary planner earlier than making any funding selections.