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Indian equity benchmarks are likely to get positive start on Friday amid upbeat global cues and expectations of the India-US trade deal. However, sharp rally in crude oil prices amid supply fears likely to limit the gains in the equity markets. Also, Foreign investors net sold shares worth Rs 1,166 crore on Thursday.

Some of the key factors to be watched:

India, US trade talks progressing well: Commerce and Industry Minister Piyush Goyal has said talks between India and the US for the proposed trade agreement are progressing, and expressed hope that both sides would work towards a fair and equitable agreement in the near future.

India, Germany discuss ways to increase cooperation in trade, investment: India and Germany have discussed ways to enhance cooperation in areas including trade, investment, technology, green energy, and skilling.

India Inc likely logged a 5-6% on-year revenue growth in Jul-Sep: Crisil report noted that corporate revenue is expected to have grown a modest 5-6% on-year in the July-September quarter, following underwhelming performance of the power, coal, information technology (IT) services and steel sectors, which together account for about a third of the revenue of over 600 companies analysed by.

Digital payments account for 99.7% transactions by volume in 2024: Reserve Bank report said digital payment transactions accounted for 99.7 per cent in terms of volume and 97.5 per cent in value in the payments system during calendar year 2024, and the trend continued in the first half of 2025.

Defence stocks will be in focus: The Ministry of Defence (MoD) has reportedly said the Defence Acquisition Council (DAC) has approved procurement proposals worth Rs 79,000 crore to enhance the capabilities of the Indian armed forces.

On the global front: The US markets ended higher on Thursday, driven by strength in technology shares, as investors bought in following a series of upbeat earnings reports. Asian markets are trading higher on Friday as investor optimism grew, as Donald Trump and Xi Jinping plan to meet next week on the sidelines of the Asia-Pacific Economic Cooperation summit.

Back home, Indian equity benchmarks reversed most of their intra-day gains and ended flat with positive bias on Thursday as investors booked profits following sanctions on Russian oil and the possible postponement of India-US trade negotiations. Besides, losses in Telecom, Energy and Oil & Gas stocks pulled the markets from day's highs. Finally, the BSE Sensex rose 130.06 points or 0.15% to 84,556.40 and the CNX Nifty was up by 22.80 points or 0.09% to 25,891.40. 

Some of the important factors in trade:

Output of eight key infrastructure sectors slow to 3% in September: The Ministry of Commerce & Industry in its latest data has showed that the output of eight key infrastructure sectors stood at 3 per cent in September 2025, slower than the 6.5 per cent expansion recorded in August 2025. 

Foreign investors to invest Rs 50,000 crore in India's finance, banking sectors: Commerce and Industry Minister Piyush Goyal has said that in the last few months, foreign investors have announced plans to invest over Rs 50,000 crore in India's finance and banking sectors. Amidst global headwinds, Goyal said India is an oasis for investments.

RBI gold reserves cross 880 tonnes: The Reserve Bank's gold reserves crossed 880 metric tonnes in the first half of 2025-26 with the central bank adding 0.2 metric tonnes in the last week of September.

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