HOME > MARKETS > MARKET COMMENTARY
  MARKET COMMENTARY
EQUITY
Benchmarks likely to make positive start amid positive global cues
Sep-10-2025

Indian equity markets are likely to make positive start on Wednesday, amid positive global market cues. Traders are likely to take some support after US President Donald Trump has said he feels certain that there will be no difficulty for India and US to come to a successful conclusion in trade talks. Additionally, some optimism may come from foreign institutional investors, who turned net buyers on Tuesday.

Some of the key factors to be watched:

India-EU trade talks progressing well: Commerce and Industry Minister Piyush Goyal has said that trade talks with the European Union are progressing fast and both sides would be in a position to substantially conclude the agreement by the time EU Trade and Agriculture commissioners visit India.

EU approves 102 more Indian marine units for exports: Commerce Ministry said that the European Union (EU) has approved 102 additional marine product units from India for exports, making them eligible to supply to the bloc, which is the country's second-largest seafood export destination.

India eyeing markets of 40 nations for pushing textile exports: Union Minister Giriraj Singh said that India is eyeing markets of 40 countries for pushing its textile exports following the imposition of 50 per cent tariffs by the US, which is the biggest market for the country's apparel shipments.

ECGC plans measures to help exporters deal with high tariffs: The Commerce Ministry said Export Credit Guarantee Corporation (ECGC) has proposed several measures, including covering losses from non-delivery of goods and providing enhanced cover for banks up to an export credit limit of Rs 50 crore, to help exporters cope with tariff disruptions.

Diplomatic teams engaging with US for trade talks: Finance Minister Nirmala Sitharaman has said that diplomatic teams are engaging with the US amid America imposing a steep tariff on Indian products.

On the global front: The US markets ended in green on Tuesday, ahead of the release of closely watched inflation data in the coming days.  Asian markets are mostly in green on Wednesday, as investors awaited China’s consumer price index (CPI) and producer price index (PPI) data for August. 

Back home, Indian equity benchmarks ended in green terrain on Tuesday, following a rebound in IT, TECK and Healthcare shares and hopes of a rate cut by the US Federal Reserve later this month. However, gains remained capped on worries over US tariffs on India and global trade uncertainties. Finally, the BSE Sensex rose 314.02 points or 0.39% to 81,101.32 and the CNX Nifty was up by 95.45 points or 0.39% to 24,868.60.    

Some of the important factors in trade: 

Full benefits of GST rate cuts must be passed on to consumers: Union Minister Piyush Goyal has asked the industry to pass on the full benefit of GST rate cuts to consumers, thereby increasing the demand of domestic products and strengthen the foundation of India's economy.

India, Israel ink Bilateral Investment Agreement: India and Israel have signed a Bilateral Investment Agreement (Agreement), on September 8, 2025. The agreement is expected to boost investments, provide greater certainty and protection for investors, facilitating the growth of trade and mutual investments by ensuring a minimum standard of treatment, and an independent dispute resolution mechanism through arbitration. 

Foreign fund outflows: According to exchange data, Foreign Institutional Investors (FIIs) were net sellers, offloading equities worth Rs 2,170.35 crore on September 8, 2025. In contrast, Domestic Institutional Investors (DIIs) turned net buyers, purchasing shares worth Rs 3,014.30 crore.

  RELATED NEWS >>