Opening Bell : Markets likely to make gap-up opening amid easing geopolitical tensions
Indian equity markets are likely to make gap-up opening on Thursday, amid easing geopolitical tension after Trump said that the framework of a deal on Greenland was formed during a very productive meeting with NATO Secretary General Mark Rutte. However, sentiments may remain subdued due to uncertainty over India-U.S. trade deal and continued outflows from foreign investors.
Some of the key factors to be watched:
India to keep growing 6-8% in real terms in next 5 years: Union minister Ashwini Vaishnaw said that India will keep growing by 6-8 per cent in real terms and 10-13 per cent in nominal terms over the next five years, supported by moderate inflation and strong growth.
Govt approves equity support of Rs 5,000 crore to SIDBI: The government has approved equity support of Rs 5,000 crore to Small Industries Development Bank of India (SIDBI), a decision that will increase the flow of credit to Micro, Small & Medium Enterprises.
NITI Aayog suggests setting up of national agency to implement green transition for MSMEs: Government think tank NITI Aayog has recommended setting up a national project management agency to implement a programme for MSMEs' transition towards green energy, as India aims to reach net zero carbon emission goal by 2070.
Persistent foreign fund outflows: Foreign institutional investors sold shares worth Rs 1,788 crore on Wednesday while domestic institutional investors bought shares worth Rs 4,520 crore, data from the National Stock Exchange showed.
Cement sector’s stocks will be in Focus: NITI Aayog report highlighted that cement production is likely to increase sevenfold to around 2100 million tonnes in 2070, from the level of 391 million tonnes in 2023.
On the global front: The US markets ended in green on Wednesday after President Donald Trump ruled out the use of military force to take control of Greenland during his speech at the World Economic Forum in Davos, Switzerland. Asian markets are trading in green on Thursday, tracking positive cues from Wall Street overnight.
Back home, Indian equity benchmarks ended with losses for the third straight session on Wednesday as heightened geopolitical tensions, weak global peers and persistent foreign fund outflows unnerved investors. Besides, ongoing weakness in the rupee also added to the pressure in the markets. However, value buying in select stocks helped the indices recover from the day’s low. Finally, the BSE Sensex fell 270.84 points or 0.33% to 81,909.63 and the CNX Nifty was down by 75.00 points or 0.30% to 25,157.50.
Some of the important factors in trade:
December sees slower 3.7% growth in eight key infrastructure sectors output: The Ministry of Commerce & Industry’s data showed the output of eight key infrastructure sectors grew at a slower pace of 3.7 per cent in December 2025 as compared to 5.1 per cent in the same month last year.
European Union on verge of sealing historic trade agreement with India: European Commission President Ursula von der Leyen has said that European Union (EU) is on the verge of sealing a historic trade agreement with India that is being called 'the mother of all deals'. Leyen asserted it will create a market for 2 billion people or about one-fourth of the global GDP.
Aggregate revenue for corporates in India to rise by 6% in FY27: Fitch Ratings said the aggregate revenue for its rated corporates will rise by 6 per cent in FY27 on steady GDP growth and an improved consumer-spending outlook, following a comprehensive reduction in GST rates.
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