Equity markets are set to closely monitor the upcoming US Federal Reserve policy meeting this week amid increasing anticipation of an interest rate cut, along with insights from WPI inflation data, analysts noted.
Furthermore, any advancements on the US–India trade front are expected to influence market trends significantly, experts indicated.
“Looking forward, the primary global event this week will be the US FOMC (Federal Open Market Committee) meeting outcome on September 17. The markets are largely pricing in at least a 25 basis points rate reduction, reflecting signs of a slowdown in the US labor market.
“On the domestic side, developments concerning US–India trade will remain a critical factor affecting market sentiment. Overall, Foreign Institutional Investor (FII) flows will be vital in maintaining market momentum,” stated Santosh Meena, Head of Research at Swastika Investmart.
Last week, the BSE benchmark surged by 1,193.94 points, or 1.47 percent, while the NSE Nifty rose by 373 points, or 1.50 percent. The Nifty marked its eighth consecutive day of gains on Friday, while the BSE Sensex enjoyed its fifth straight day of rallies.
“Global sentiment continues to act as a key force, with optimism in US and Asian markets bolstered by growing expectations of a Federal Reserve rate cut, enhancing risk appetite,” remarked Ponmudi R, CEO of Enrich Money, an online trading and wealth-tech firm.
The trading activities of foreign investors, the rupee-dollar dynamics, and fluctuations in crude oil prices will also play essential roles in guiding market trends throughout the week.
Siddhartha Khemka, Head of Research, Wealth Management, Motilal Oswal Financial Services Ltd, expressed, “The Indian equity market is poised for a continued gradual uptrend this week, buoyed by optimism surrounding GST-led consumption growth, expectations of a US Fed rate cut, and improved sentiment regarding US–India trade discussions.”
Published on September 14, 2025
