Week Forward: F&O expiry, US tariffs, FII move, world cues amongst key triggers for Indian inventory market

The Indian inventory market staged a powerful rebound fueled by bettering investor sentiment, bettering overseas flows, and optimistic world cues. Bulls have been again in motion with renewed shopping for curiosity throughout counters, setting requires additional uptrend earlier than the closing of the monetary yr 2024-25.

Subsequent, buyers will monitor some key market triggers within the final week of the present fiscal (FY25). The expiry of March derivatives contracts, Donald Trump’s tariff bulletins, overseas fund influx, home and world macroeconomic information, and world market cues will dictate the market course within the final week of March, marking the ultimate developments of FY25.

Home fairness benchmarks Sensex and Nifty 50 prolonged their successful streaks for 5 straight days, with the NSE 50 index logging its greatest week in over 4 years, pushed by cut price looking and overseas capital.

Additionally Learn: Nifty ‘closely overbought’ after 900-point surge, says Sanjeevv Agarwwal of Alpha Quanntum: Time to guide earnings?

The NSE Nifty 50 gained 0.69 per cent on Friday to shut at 23,350.4, whereas the BSE Sensex rose 0.73 per cent to 76,905.51, each six-week closing highs. The frontline indices rose about 4.2 per cent in the course of the week.

The broader midcaps and small-caps soared 7.7 per cent and eight.6 per cent, respectively, to register their greatest weekly positive aspects in about 5 years. The Indian rupee logged its greatest week in additional than two years. The Nifty 50 remains to be down about 11 per cent from its report excessive. Within the five-day inventory rally, fairness buyers have change into richer by ₹22.12 lakh crore.

The market’s uptrend was primarily pushed by technical shopping for and worth accumulation from key demand zones moderately than any main basic shifts. Nonetheless, considerations over world macroeconomic headwinds and commerce tariffs persist,” stated Puneet Singhania, Director at Grasp Belief Group.

This week, the first market will witness a subdued development with a number of new preliminary public choices (IPO), and listings slated throughout the mainboard and small and medium enterprises (SME) segments. The week can be important from the home and technical factors of view. Buyers will monitor home and world macroeconomic information, together with fiscal-end developments.

Listed here are the important thing triggers for the Indian inventory market within the coming week:

4 new IPOs, 5 new listings to hit D-Road

Within the mainboard section, no new points have been listed to this point to open for subscription this week. Within the SME section, 4 new points will open for subscription. Amongst listings, shares of 5 SMEs will get listed on both BSE SME or NSE SME.

FII Exercise

Overseas institutional buyers (FIIs) turned internet consumers, capitalizing on enticing valuations and fueling the market’s momentum. FIIs recorded a internet influx of ₹5,819 crore within the money section, whereas home institutional buyers (DIIs) injected ₹4,337.80 crore, additional supporting the market’s rally.

“Latest exercise exhibits a change in FII technique in India. After relentless promoting, FIIs turned consumers throughout a number of days final week with an enormous purchase determine of ₹3,255 crore by the exchanges on March 21. The depth of promoting had began declining earlier,” stated Dr VK Vijayakumar, Chief Funding Strategist at Geojit Funding Providers.

Additionally Learn: Crude oil logs greatest weekly acquire since January on US sanctions, OPEC+ group cuts: Brent positive aspects over 2% in 5 days

The overall quantity of FII promoting from March by March 21 stood at ₹31718 crore. The development of FII shopping for debt continued, with a complete debt funding of ₹10,955 crore from March by March twenty first.

“The current reversal in FII promoting improved market sentiments, facilitating a rally available in the market for the week. It may be argued that optimistic home fundamentals like choose up in progress and decline in inflation coupled with weak spot within the greenback have contributed to the change in FII technique,” added Dr VK Vijayakumar.

International Cues

On the worldwide entrance, the US markets can be intently watched, with tariff-related updates and GDP progress information anticipated to affect investor sentiment. Though US markets noticed a short lived respite after a pointy decline, combined indicators counsel potential volatility within the coming classes.

The US Home Value Index for January, which measures month-over-month modifications in common costs of single-family homes, can be launched on March 25. The UK inflation charge for February can be launched on March 26.

Additionally Learn: US Fed holds benchmark charge regular at 4.25-4.50%, indicators two reductions in 2025: 5 key highlights

“US policymakers acknowledged rising financial uncertainties however reiterated their expectation of a 50-basis-point charge lower this yr, in keeping with December projections,” stated Puneet Singhania of Grasp Belief Group.

The US GDP progress charge This fall, to be launched on March 27, will mirror the economic system’s efficiency following current US Federal Reserve coverage selections and supply insights into whether or not progress aligns with shifting financial circumstances.

The upcoming US PCE and Core PCE information releases can be intently watched, as they’re important in shaping US Fed coverage outlooks and have far-reaching implications. The UK GDP information for This fall is scheduled for launch on March 28.

Company Motion

Shares of TVS Motor, Samvardhana Motherson, REC, Mishra Dhatu Nigam Ltd, amongst others, will commerce ex-dividend subsequent week, ranging from Monday, March 24. Shares of some shares may also commerce ex-bonus. Verify full record right here

Technical View

From a technical perspective, Nifty 50’s current breakout from the 22,250-22,650 vary has propelled it to an important resistance stage of round 23,400. A decisive transfer past this stage might set the stage for additional positive aspects. Learn full technical evaluation right here

Disclaimer: The views and suggestions supplied on this evaluation are these of particular person analysts or broking corporations, not Mint. We strongly advise buyers to seek the advice of with licensed specialists, contemplate particular person danger tolerance, and conduct thorough analysis earlier than making funding selections, as market circumstances can change quickly, and particular person circumstances might fluctuate.