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Indian equity markets are likely to make positive start on Thursday, amid firm global cues. Traders are likely to take some support amid easing geopolitical tensions after Israel and Hamas agreed to the first phase of US President Donald Trump’s Gaza plan. Meanwhile, investors will also be closely watching the upcoming TCS quarterly results scheduled to announce later in the day.

Some of the key factors to be watched:

India, UK ministers discuss ways to deepen trade & investment partnership: Commerce Ministry said that India and the UK trade ministers discussed ways to maximise the benefits of the recently signed trade pact through regulatory cooperation, addressing non-tariff barriers, and promoting supply chain integration.

Goyal visits Qatar to reinforce India-Qatar strategic economic partnership: Union Minister of Commerce and Industry, Piyush Goyal, paid an official visit to Doha, Qatar to co-chair the India-Qatar Joint Commission on Economic and Commercial Cooperation with H.E. Sheikh Faisal bin Thani bin Faisal Al Thani, Minister of Commerce and Industry of the State of Qatar.

Sebi sets Rs 24 crore minimum trade size for block deals: Markets regulator Sebi has overhauled the block deal framework for stock exchanges, by setting a minimum trade size limit of Rs 25 crore and introducing two trading windows with tighter price limits and enhanced disclosure norms.

India is now the world's third-largest solar energy producer: Union Renewable Energy Minister Pralhad Joshi said India's solar power generation capacity has touched the 125 GW mark, making the nation the third-largest solar energy producer.

Telecom stocks will be in focus: Communications Minister Jyotiraditya Scindia said that India's ambitions extend well beyond 5G, with a target of securing 10 per cent of 6G patents, while satellite communications are poised for exponential growth, with the market set to triple by 2033.

On the global front: The US markets ended mostly in green on Wednesday, as shares of Nvidia (NVDA) advanced by 2.2 percent to a record closing high after its CEO Jensen Huang has reportedly said that artificial intelligence computing demand has increased substantially in the last six months. Asian markets are trading mostly in green on Thursday, as traders are seeking clues about potential policy changes after the Golden Week results indicated that consumer spending in China remains weak.

Back home, Indian equity benchmarks closed lower on Wednesday, snapping their four-day rally following selling in blue-chip stocks Tata Motors and Mahindra & Mahindra. Investors remained cautious ahead of the Q2 earnings season, with TCS set to kick off the earnings season on October 9, 2025. Finally, the BSE Sensex fell 153.09 points or 0.19% to 81,773.66 and the CNX Nifty was down by 62.15 points or 0.25% to 25,046.15.      

Some of the important factors in trade:

RBI proposes credit risk norm changes for Banks: The Reserve Bank of India (RBI) has proposed to replace the incurred-loss-based provisioning framework with an expected credit loss (ECL) based provisioning to further strengthen credit risk management practices and promote greater comparability across financial institutions. 

India's outward FDI falls 8% in September 2025: The Reserve Bank of India (RBI) in its latest data report has showed that India’s outward foreign direct investment (OFDI) commitments declined 8.27% to $4419.43 million in September 2025, from $4817.89 million in September 2024. Sequentially, they were up from $2599.16 million in August 2025.

India, Brazil discuss trade expansion: India and Brazil have discussed expansion of a preferential trade pact, market access issues and areas of collaboration in pharma and banking sectors. The discussions also included the review of bilateral trade and investment relations and the expansion of the India-Mercosur preferential trade agreement.

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