Market investors would keenly track inflation data, the US Fed interest rate decision, and trends in crude oil prices to determine further movement, analysts said. Besides, the status of the US-Iran deal signing on Sunday, trading activity of foreign investors and movement in global markets would also drive sentiments in domestic equities, experts noted. "On the domestic front, investors will monitor the release of May WPI inflation data," Ajit Mishra SVP, Research, Religare Broking Ltd, said. Globally, the US Federal Reserve's policy decision will be the most significant event, he added. US President Donald Trump has said a deal to end the war with Iran would be signed on Sunday and that the strategic Strait of Hormuz would be "open to all" immediately afterwards. At the same time, Trump kept the threat of fresh attacks dangling if the deal failed to pan out as expected. Markets are likely to remain highly sensitive to developments surrounding the proposed USIran agreement, Pon
India's policy calendar this week will be driven by a high-level EU visit, inflation data and key indicators on banking liquidity and external sector stability
Wholesale inflation surged to a 38-month high in March, driven by fuel, primary goods, and manufactured products, with analysts expecting further upward pressure
RBI signals policy flexibility amid uncertainty, with stable growth outlook, no rate path commitment, and confidence in inflation control and financial stability
Economists support retaining the 4% inflation target, citing CPI alignment and the flexibility it offers RBI to manage supply shocks while sustaining growth
RBI Deputy Governor Poonam Gupta says retail inflation should remain benign, while India's underlying growth trend has steadily accelerated over four decades amid resilient macro fundamentals
India's revised GDP series will introduce major changes in inflation adjustment for consumption, investment and trade, shifting toward granular deflators and global SNA standards to reduce volatility
Inflation data, trading activity of foreign investors and global trends would dictate sentiment in the stock market this week, according to analysts. Besides, geopolitical developments and Q3 earnings will also guide market movement during the week. "This week features several important domestic and global triggers. In India, investors will closely track retail inflation data due on February 12 and foreign exchange reserves data on February 13, for insights into price trends and external sector stability. "The earnings calendar stays active, with key results expected from Titan Company and Mahindra & Mahindra, which may drive stock-specific action. Globally, participants will monitor a heavy US data calendar and performance of the Nasdaq Composite following its recent decline," Ajit Mishra, SVP, Research, Religare Broking Ltd, said. Geopolitical developments and their impact on commodity markets will also be closely watched, Mishra added. From the Q3 earnings space, Ashok Leyland,
Key GDP and inflation metrics will be revised in February as MoSPI updates base years, meaning several assumptions underpinning Budget 2026 will be recalculated soon after the speech
Besides cutting interest rates by 25 bps, the RBI also revised its GDP growth forecast for fiscal 2025-26 (FY26) upward to 7.3 per cent from the current estimate of 6.8 per cent
RBI Deputy Governor Poonam Gupta said MPC inflation and growth forecasts show no directional bias and outlined the central bank's multi-model forecasting approach
The central bank's inflation miss in the first three months of the year was 0.7 percentage points - the biggest gap in almost six years, and well above economists' projections
India's formal adoption of inflation targeting in 2016 marked a fundamental shift in the way monetary policy was conducted
The decision at the December MPC meeting will depend on a range of factors, and the incoming data until then will be crucial in shaping the consensus view
To judge how well FIT has worked, we must first ask how inflation was lowered
On balance, the proposed regulatory intervention will improve the ease of doing business for banks without losing sight of banking and financial stability
RBI surveys indicate consumer confidence improved in September 2025 in both urban and rural areas, with inflation expectations softening and manufacturers retaining optimism
The RBI performs multifarious functions, some of which are, in fact, conflicting. It isn't easy to spell out the KPIs (key performance indicators) to judge its performance objectively
In FY25, revenue grew an estimated 11 per cent in rupee terms to ₹4.4 trillion, supported by increased offshore workloads from cost-conscious global clients
Separately, Bank of Baroda in a report said the impact of GST reforms will be minimal as it accounts for Rs 48,000 crore or only around 0.1-0.2 per cent of the GDP