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Markets likely to make cautious start amid foreign fund outflows
Sep-25-2026

Indian equity markets are likely to make a cautious start on Friday amid continued pressure from elevated crude oil prices, the ongoing US-Iran conflict and rising global bond yields. Some cautiousness may come amid foreign fund outflows. Foreign institutional investors (FIIs) turned net sellers on September 24, offloading Indian equities worth Rs 5,027.36 crore.  

Some of the key factors to be watched: 

India-US trade pact 'done and dusted'; execution after India gets competitive advantage: Commerce and Industry Minister Piyush Goyal has said that the trade pact between India and the US is ‘done and dusted’ and will be executed once the United States gives India the right competitive advantage over its competitors in the American market.

New FTAs provide comfort to invest in global supply chains in India: Commerce Secretary Rajesh Agarwal has said that the new free trade agreements (FTAs) finalised by India in the last 5-6 years have been designed to provide comfort to long-term investors looking to invest in global supply chains in India. 

Rupee unlikely to remain under continuous pressure, India must build economic resilience: CEA V Anantha Nageswaran said the rupee is unlikely to remain under continuous pressure in the coming years and stressed that India's objective should be to build economic resilience rather than pursue self-reliance in isolation.

Fiscal prudence key to Viksit Bharat goal: Expenditure Secretary V Vualnam said fiscal prudence adopted by the government will act as the strong foundation in achieving India's Viksit Bharat goal.

Indian pharma revenue to grow 11-13% in FY27: Crisil Ratings in its report has said that India's pharmaceutical sector is poised for a stronger dose of revenue growth at 11-13 per cent this fiscal year compared to 8 per cent a year earlier, driven by accelerating exports and firmer domestic demand. 

Global front: U.S. markets ended mostly in red on Thursday hit by a triple whammy of surging oil prices, U.S. Treasury yields, and hawkish Federal Reserve indications. Asian markets are trading mixed on Friday tracking overnight muted session on Wall Street, as bond yields spike. 

Back home, Indian equity benchmarks came under heavy selling pressure and ended with losses of over one and half percent each on Thursday, dragged by a rise in the US benchmark Treasury yield to its highest level since 2007 and a surge in crude oil prices above $100 per barrel. Selling in Telecom, banking and Metal stocks, along with weak global market trends, also dampened investor sentiment. Finally, the BSE Sensex fell 1247.71 points or 1.67% to 73,580.54 and the CNX Nifty was down by 383.70 points or 1.64% to 23,063.10.         

Some of the important factors in trade:

OECD raises India's FY27 GDP growth forecast to 7.1%: The Organisation for Economic Co-operation and Development (OECD) has raised India's Gross Domestic Product (GDP) growth forecast for FY27 by 80 basis points to 7.1 per cent, up from 6.3 per cent projected in June, due to strong domestic demand and government policies. 

India’s retail sector posts 10% Y-o-Y growth in August: A survey by the Retail Association of India (RAI) has said that India’s retail sector maintained a steady trajectory in August 2026, registering a 10 per cent Y-o-Y growth across the country. It said building on July's strong recovery, stable consumer demand across key regions and categories indicates strong industry preparation for the upcoming festive peak.

OMCs face Rs 530 crore daily losses as surge in crude prices outpaces fuel prices: Amid escalating geopolitical tensions and supply disruptions in West Asia spiking crude prices, the rating agency ICRA has said that state-run oil marketing companies (OMCs) are facing mounting losses on petrol and diesel sales as a surge in crude prices outpaces unchanged domestic fuel prices.
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