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Indian equity markets are likely to make negative start on Tuesday, amid continued concerns over U.S. President Donald Trump's new H-1B visa policies. Sentiments may remain cautious as traders closely monitor ongoing trade talks between India and the United States, along with rising geopolitical tensions in Europe and the Middle East. Additionally, some cautiousness may come after foreign institutional investors offloaded shares worth Rs 2,910.09 crore on a net basis on Monday. 

Some of the key factors to be watched:

EAM Jaishankar, US Secretary of State Rubio hold bilateral discussions: External Affairs Minister S Jaishankar met US Secretary of State Marco Rubio for bilateral discussions, as the high-level 80th session of the UN General Assembly (UNGA) kicks in.

Government to keep fiscal deficit at 4.4%: Chief Economic Adviser V Anantha Nageswaran said the government would stick to its 4.4 per cent fiscal deficit target and restrict market borrowing at the estimated Rs 6.82 lakh crore in the second half of the current fiscal year.

DGTR recommends anti-dumping duty on Chinese electrical steel for 5 years: The commerce ministry's investigation arm DGTR has recommended imposition of anti-dumping duty for five years on imports of cold rolled non-oriented electrical steel from China, with an aim to guard domestic players from cheap inbound shipments.

India seeks WTO consultations with Indonesia over proposed duty on cotton fabric: India sought consultations with Indonesia under the World Trade Organisation's (WTO) safeguard agreement over Jakarta's proposal to impose import duty on cotton fabric.

India, France review cooperation in civil nuclear energy sector: Ministry of External Affairs said India and France have reviewed ties in civil nuclear energy, including in areas of small and advanced modular reactors and explored possibilities of joint projects with third countries.

On the global front: The US markets ended in green on Monday, as investors remained optimistic about the outlook for the markets amid expectations of further interest rate cuts by the Federal Reserve. Asian markets are trading mostly in green on Tuesday, tracking positive cues from US markets overnight.

Back home, falling for the second day in a row, Indian equity benchmarks ended lower on Monday, dragged by IT and TECK stocks amid concerns over the US President Donald Trump's decision to raise H-1B visa fees to $1,00,000 per worker. Traders overlooked exchange data showing that Foreign Institutional Investors bought equities worth Rs 390.74 crore on a net basis on Friday. Finally, the BSE Sensex fell 466.26 points or 0.56% to 82,159.97 and the CNX Nifty was down by 124.70 points or 0.49% to 25,202.35.

Some of the important factors in trade:

Retail inflation for farm workers up at 1.07% in August: The labour ministry in its latest data has said that retail inflation for farm and rural workers increased to 1.07 per cent and 1.26 per cent in August 2025 from 0.77 per cent and 1.01 per cent, respectively, in July. 

Govt launches Logistics Data Bank 2.0 to boost India’s digital trade, export competitiveness: Advancing India’s journey toward a digitally empowered, investment-ready, and export-competitive economy, the Union Minister of Commerce and Industry Piyush Goyal has launched Logistics Data Bank (LDB) 2.0. LDB 2.0 will provide critical insights into the availability of facilities and infrastructure across the logistics ecosystem. 

US decision to raise H-1B visa fees likely to hurt America more than India: The Global Trade Research Initiative (GTRI) has said that a decision of the US President Donald Trump to raise H-1B visa fees to $100,000 per worker is likely to hurt America more than India. It said that Indian IT firms already employ 50-80 per cent locals in the US, about 100,000 Americans in total.

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