In a week marked by significant events, stock investors are set to monitor ongoing quarterly earnings, the US Federal Reserve’s interest rate decision, and macroeconomic data to determine market direction, analysts indicate.
Attention will also be on the progress of India-US trade negotiations, an area of interest for investors, according to experts.
“The ongoing Q2FY26 results season will continue to influence the market, with several major companies poised to release their earnings reports. Investors will first respond to the results from Kotak Mahindra Bank, followed by updates from Indian Oil Corporation (IOC), TVS Motor Company, Larsen & Toubro, Hindustan Petroleum, ITC, Cipla, Dabur, Maruti Suzuki, and ACC,” stated Ajit Mishra, Senior Vice President of Research at Religare Broking Ltd.
From a macroeconomic perspective, India’s Industrial Production data for September, which is scheduled for release on October 28, will be closely monitored for indications of industrial recovery. Globally, market focus will shift to the US Federal Reserve’s policy decision on October 29, which is likely to have implications for global liquidity trends and risk sentiment, Mishra added.
Additionally, investors will keep an eye on developments regarding the anticipated US-China presidential meeting, which could help alleviate trade tensions and influence global markets.
Trading activity from foreign investors, along with fluctuations in Brent crude oil prices, will also be scrutinized by market participants.
“Domestically, advances in India-US trade negotiations will be a significant focus for investors in the upcoming week,” noted Ponmudi R., CEO of Enrich Money, an online trading and wealth technology firm. An official recently stated that India and the US are “very near” to finalizing a bilateral trade deal, although Commerce and Industry Minister Piyush Goyal stressed that New Delhi would not rush into any agreement under pressure.
Siddhartha Khemka, Head of Research at Wealth Management at Motilal Oswal Financial Services Ltd, remarked, “This week will be macro-heavy, with investors closely watching critical data releases, including US GDP, interest rate decisions from the US Federal Reserve, European Central Bank (ECB), and Bank of Japan, as well as China’s manufacturing PMI and India’s Industrial Production figures.”
In the previous holiday-shortened week, the BSE benchmark rose by 259.69 points or 0.30 percent, while the Nifty index increased by 85.3 points or 0.33 percent.
Published on October 26, 2025.
