BS EDIT: Market signals: Global factors will continue to drive markets

By Business StandardPublished On Jan 29, 2026

Geopolitics reshapes global markets

Rising geopolitical tensions and trade uncertainty are driving a global risk-off shift across asset classes

Safe havens surge, risk assets stall

Gold and silver have rallied sharply as equities range-trade and bond markets turn volatile

Bond yields signal deeper stress

Fears of US Treasury selling are lifting yields, raising borrowing costs across the economy

India caught in global crosscurrents

FPI outflows persist, leaving domestic fund inflows as the key support for Indian equities

Currency moves and policy choices

A weaker dollar and softer rupee reflect global pressures; RBI policy has aided exporters

What lies ahead for Indian markets

With global risks elevated, market direction will hinge on external developments and sentiment